Tracks Features

Tracks

Sales forecasting & pipeline management for Highrise CRM

4.23/5 (13 reviews)

Tracks Feature Summary

  • Drag n drop
  • Weekly alerts
  • Highrise integration
  • Export to Excel
  • Quick support
  • Multi-currency
  • Mobile, tablet and desktop
  • Closing dates
  • "Saveable" URLs
  • Unlimited users
  • Custom categories
  • Easy forecasting
  • Weighted values
  • Confidence levels

Competitor Feature Comparison

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Tracks Feature Reviews

12 reviewers had the following to say about Tracks's features:

Fleet Genius team

Does what it says on the tin

2013-03-17

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.

Pros

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.

Cons

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.

Source: GetApp
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Mark

Tracks gives us control

2013-04-17

A straight forward and user friendly sales management tool that has and is growing with us.

Pros

Simplicity Multi-currency Integration with Highrise Email prompts Drag and drop deals

Cons

Still evolving Reliant on founder No search function Unsophisticated appearance

Source: GetApp
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Nathaniel Cassidy

Add pipeline power to Highrise with Tracks

2013-03-18

As the app is fairly new it is still being developed and there are a number of areas that could be improved; at the moment you have to reauthorise Highrise each time you login, it would be good to be able to set dates for the next step as well as a closing date, deals aren't automatically imported from Highrise and there is no visual export of data only Excel style.

Pros

Simple interface, Highrise integration, great customer service

Cons

Reauthorising Highrise each time you login, not being able to set dates for the next step, no auto import for Highrise deals yet

Source: GetApp
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Emmanuel Reyes

Verified Reviewer

Basic sales pipeline application

2018-09-18

Pros

Honestly, this could be used side by side by other sales pipeline applications.

Cons

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.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: GetApp
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CraigV

Great business development tool

2013-05-21

We didn't need a full blown CRM; Tracks has all of the features that we need to manage our business development.

Pros

Weekly reports sent by email.

Source: GetApp
1 of 1 people found this review helpful
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Geoff Brandt

Verified Reviewer

Very Focused Tool

2014-10-18

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.

Source: GetApp
3 of 3 people found this review helpful
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Scott Miller

Reports we needed from Highrise

2013-04-19

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.

Pros

Data out of our Highrise data - finally!

Cons

The application can do everything we had hoped. This is not a problem with the application. It is more of an issue that we have an incredibly long wish list.

Source: GetApp
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RevNow Productions Ltd

Most Excellent

2013-02-18

We use Tracks as a way of keeping track of our pipeline, distinct from spreadsheets and google docs.

Pros

Gives clear shared visibility of all deals and where they are at in the sales cycle.

Cons

Limited functionality, but this also helps give clarity and the team is responsive to development requests.

Source: GetApp
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Chuck G

Highrise Integration is Excellent

2014-02-06

Tracks has been a great tool, especially the seamless integration with high rise.

Pros

Easy to set up, integration with highrise.

Cons

List (spreadsheet) view and sortable view of deals. the export is good, but would like to have the list as a view.

Source: GetApp
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Ross Methven

Incredibly useful tool

2013-04-24

I have been using Tracks since the early days and it has been great to see the continuous improvements that Gregor has been making.

Pros

- 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

Cons

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.

Source: GetApp
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OttawaWebDesigner

Simple, Yet Effective

2013-04-17

You can easily see your pipeline, make quick updates, drag and drop, change the probabilities as you go down through your sales process.

Pros

Very simple, easy to use, nimble

Cons

Would like to see a "Notes" area where you can paste in emails or important proposal details

Source: GetApp
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Angus Bradley

all my deals on one page

2013-04-17

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.

Pros

All deals on one page Deal values per month (pending, won, lost) based on your confidence scores. Deals you havent updated in a while are coloured.

Cons

This may be just me. No search

Source: GetApp
Helpful?   Yes   No
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