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Every Lead, Every Deal, One Pipeline

Track leads from first touch to closed deal. Full pipeline visibility with AI-powered follow-up reminders so no opportunity falls through the cracks.

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Benefits

Why CRM & Lead Management

The tools and intelligence you need, built right in.

Visual Pipeline

Drag-and-drop pipeline boards with customizable stages that match your sales process.

AI Follow-Ups

Automated follow-up reminders based on lead activity, value, and time since last contact.

Contact Profiles

Rich contact records with full interaction history, notes, and linked quotes/invoices.

Lead Scoring

AI assigns priority scores based on deal value, engagement, and likelihood to close.

How It Works

Three Steps to Get Started

Up and running in minutes, not hours.

1

Capture Leads

Add leads manually or auto-capture from forms, emails, and referrals.

2

Manage Pipeline

Move deals through stages with drag-and-drop boards and status updates.

3

Close & Convert

Convert won deals to quotes and invoices with a single click.

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Sign up for free and start using crm & lead management in minutes. No credit card required.

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Tracklytix

The lead-to-profit platform for service businesses. Capture leads, send quotes, track invoices, and see your profit — all in one place.

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