Track CRM & Invoice Maker

Track CRM is a mobile-first CRM tool that simplifies sales and contact management for self-employed individuals. It helps users track deals, manage contacts, and generate reports on the go.

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At a glance

Pricing

Freemium

Free tier

Yes

API

Skill level

Non-technical

About

What is Track CRM & Invoice Maker?

Track CRM & Invoice Maker is an intuitive and free mobile-first CRM application designed for entrepreneurs, freelancers, and craftspersons. It helps users save time by simplifying sales and contact management directly from their iOS or Android devices. Key features include adding and importing contacts, tracking deals through a business portfolio, managing a product/service catalog, and generating various business activity reports. The app also offers a Virtual Business Coach to help users define and achieve revenue goals, alongside tools for quote management and task organization. Track CRM aims to boost sales and profitability with its user-friendly interface and cost-effective solutions.

Best used for

Ideal for freelancers and small business owners who need to centralize client information, track sales opportunities, and manage quotes and invoices efficiently. Especially valuable for those seeking a simple, mobile-first solution to streamline administrative tasks and boost sales without complex software.

Common actions

manage sales leads

track client interactions

create invoices

monitor business performance

organize tasks

iosmobile_app

Capabilities

Key features

Contacts management
Deals tracking
Products/services catalog
Sales reports
Invoices & quotes
Virtual Business Coach
Tasks management

Target Audience

freelancersmall business owner

Integrations

Pricing & Plans

Freemium

FAQs

What are the limitations of the free plan?

The free plan for Track CRM includes unlimited contacts, but limits sales, products/services, and activities follow-up to 30 each. It does not include sales reports, invoices & quotes management, tasks management, the Virtual Business Coach, or database sharing.

What is included in the 'Business Coach' paid plan?

The 'Business Coach' plan offers unlimited contacts, sales, products/services, and activities follow-up. It also includes sales reports, invoices & quotes management, tasks management, the Virtual Business Coach, database sharing, and WhatsApp support.

Is Track CRM available on both iOS and Android?

Yes, Track CRM is a mobile-first application designed for both iOS and Android devices. Users can download the app from their respective app stores to manage their sales and contacts on the go.

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