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7 ways TrackEasy can make your life easier

Customers are important to your business. In fact, no matter your industry, or the products or services you offer, your customers are the single most important asset to your organisation. However, tracking leads and converting them into sales can be a time-consuming and often frustrating job. This is why a Customer Relationship Management (CRM) tool like TrackEasy is such an essential part of any company. 

TrackEasy features

TrackEasy software streamlines every action involved with converting a potential client into a sale. So, how exactly can it make your life easier?

  1. It’s based in the cloud TrackEasy is a cloud-based system, with no software to download onto your computer. This means that you don’t have to worry about software updates, security changes, backups and hardware upgrades. It also means that all of your information can be securely accessed from anywhere, as long as you have an internet connection. 
  2. Every action can be done in the system – The system enables users to track all activities, tasks and targets related to your leads. The full sales funnel journey, all the way from prospect through to conversion, can be handled within TrackEasy. Customer profiles and interactions are all stored on the system and the information is linked to the relevant lead.
  3. Easily add tasks and set reminders – You can add tasks to customer profiles and set reminders to follow up or send new information to your leads. This is vital to help support interactions and transactions occurring along the sales pipeline.
  4. Real-time reports can be pulled TrackEasy allows you to pull reports that show stats on incoming leads and the marketing campaigns you have linked to the system. With this information, you can make accurate business decisions around your target market, current trends, recurring or new patterns, and the behaviour of customers. 
  5. Communicate directly with customers – You can email or send SMSs directly from the TrackEasy platform. Each one of these communications (including their responses) are kept in the system and remain linked to the lead. This makes it easier to stay in control of your conversations with leads because everything is kept in one place. 
  6. It’s mobile-friendly – The world has gone mobile and it’s essential to be able to access information from your smartphone or tablet while on the go. We’ve made TrackEasy mobile-friendly so that you can check in wherever and whenever you need to.
  7. It can be fully integrated If your company has other systems or software in place to run your day-to-day business, we can integrate the TrackEasy API seamlessly. This allows you to streamline your business operations and keep everything connected.

Choose TrackEasy for your company

TrackEasy can be used throughout the sales cycle to keep track of your organisation’s interactions with each customer, from the prospect stage to winning their business, and beyond. Sign up today and get a free trial to see for yourself.

Our one-month trial is based on these terms and conditions.