Sales forecasting & pipeline management for Highrise CRM4.23/5 (13 reviews)
Most popular features of all Sales apps
12 reviewers had the following to say about Tracks's features:
We like the Tracks because it gives us the basics we need to track sales opportunities and share them with our development team as well as sales and marketing.
Simple enough for anyone to use we especially like the weekly status report that gets distributed to our entire business so everyone is connected to the sales process.
It lacks some basic features that would make it a lot more useful especially with regard to basic contact management and multiple deals and reporting.
A straight forward and user friendly sales management tool that has and is growing with us.
Tracks helps make Highrise more useful by displaying deals in a proper pipeline fashion, something that Highrise is unable to do.
Honestly, this could be used side by side by other sales pipeline applications.
While learning the app is easy and literally a walk in a park, user interface can still be improved including clear help tool that aids the first time users.
Time used: Free Trial
Frequency of use: Occasionally
Likelihood to recommend
I realize that we have a long list of reporting needs and are happy to have found a product that helps us get the data from Highrise that we are looking for.
If you're a business owner or a sales manager that wants to track sales opportunities & forecasts with a tool that has a very low barrier to entry and a very high probability it will actually get used, Tracks is a fantastic option.
We use Tracks as a way of keeping track of our pipeline, distinct from spreadsheets and google docs.
Tracks has been a great tool, especially the seamless integration with high rise.
I have been using Tracks since the early days and it has been great to see the continuous improvements that Gregor has been making.
- All your deals on a single page - Easy to manipulate the vie using filters - Integrates with your Highrise deals - Works really well on mobile and tablet devices, great usability - Everyone in organisation "got it" and were quick to adopt
I also have a long wish list, but appreciate that adding a load of features is likely to detract from the current simplicity and ease of use.
You can easily see your pipeline, make quick updates, drag and drop, change the probabilities as you go down through your sales process.
Tracks shows all my highrise deals on one screen, I'm a very visual person, and this really helps me keep things up to date, and spot deals that are going a bit stale.