Trakkar CRM is the sales pipeline inside your workspace — leads, deals, follow-ups, website forms, and a clear summary of what needs attention next.
Trakkar CRM is lead-to-deal management for agencies and sales teams. You capture interested people as leads, qualify them through configurable statuses, convert the good ones into deals with value, and track follow-ups, estimations, interviews, and notes until you win or lose. Website forms feed the same pipeline automatically — no separate sales tool required.
Add a lead by hand, or publish a form so website visitors create Contact + Lead automatically.
Move status in Table or Board view. Log follow-ups, estimations, interviews, and notes as you go.
When a lead is ready, convert it to a deal with amount, currency, and closing date already in place.
Mark deals Won, Lost, or Cancelled. Use Summary to spot overdue follow-ups and closing deals.
Track every lead with owner, source, type, tags, company, and contact — including unique lead codes.
Manage open deals with amount and currency, payment and signing authorities, and clear Won / Lost stages.
Browse in a table or drag cards across Board columns as statuses change — same pipeline, two ways to work.
Build forms, publish a hosted link or embed, and turn submissions into leads — optionally create a deal on submit.
Schedule follow-ups and interviews, keep estimations and notes on every lead and deal, and never lose context.
Auto-assign form leads, remind on due follow-ups, and watch conversion, pipeline value, and win rate on Summary.
Summary, Leads, Deals, Forms, and Settings live in one CRM workspace — with permissions for Admin, Manager, and Employee roles.
KPIs for leads, conversion, pipeline value, win rate, overdue follow-ups, and lead/deal funnels.
Full lead list with search, filters, status board, and convert-to-deal when the opportunity is real.
Amount, closing date, associated lead, and activity tabs so the sales process stays in one place.
Configure sources, types, tags, lead statuses, deal stages, follow-up statuses, and lost reasons for your org.