The faster you follow up, the more you close.
Leads land in Slack and your inbox the moment they convert, with the full campaign story attached, so you can work them before your competition finishes refreshing their pipeline.
No credit card · Free plan available
Benefits for sales
Instant leads
Never wait on a CRM sync again. New leads post to Slack the moment they convert, and won deals do too.
Your pipeline, your stages
Kanban, list, or table over stages you define and reorder yourself. Group by owner, sort by deal value or confidence.
The whole story in one place
Open a lead for contact details, deal value, notes, the activity timeline, and a link to the campaign that produced it.
Collaborate on quality
Tell marketing what's working. Score leads, leave a note, and record a reason every time you disqualify one, so the bad ones stop arriving.
Report on revenue
Attribute every closed deal to its source and get both teams talking about revenue instead of lead counts.
Three steps to attributed revenue
Join the team
Marketing adds you to their campaigns, so form submissions from the website reach you immediately, with the source already attached.
- Slack alerts on submission
- Full campaign context
- Source already attached
- Aligned with marketing by default
Work the pipeline
Kanban, list, or table over the stages your team defines. Move a deal, edit a cell in place, or select twenty leads and action them at once.
- Stages you define and reorder
- Multi-select bulk actions
- Editable cells in place
- Owner avatars on every card
Qualify and close
Notes and the activity timeline stay connected to the original campaign. Disqualify a lead and Trakt records why, so the pattern in your bad leads becomes obvious.
- Notes and activity timeline
- A link back to the campaign
- Disqualify with a reason
- Clear ROI on every deal
Make sense of your sales
Without Trakt
- Leads arrive with no context on where they came from
- You find out about a hot lead a day late
- Your pipeline is whatever stages the tool shipped with
- Bad leads get dropped and nobody records why
- Nobody can say which channel produces real deals
With Trakt
- Every lead arrives with its campaign attached
- Slack pings you on submission
- Stages you define, in kanban, list, or table
- Every disqualification captures a reason
- Closed revenue traced back to source
Guides for your side of the problem
Frequently asked questions
Do I have to sit in another dashboard all day?
No. Alerts come to you: new leads and won deals post to Slack and your inbox with the campaign attached. The pipeline is there for when you want to move a deal, add a note, or update a value.
How do I start getting leads?
Your marketing team adds you to a campaign. From there you receive leads automatically, with campaign data, source, and contact details included.
Does Trakt replace our CRM?
For a lot of teams, yes. Trakt is a pipeline with attribution built in: stages you define, deal values, notes, activity timelines, and the campaign behind every lead. If you keep a CRM for contracts and billing, Trakt stays the place the source lives.
A lead came in by phone. Can I add it?
Yes. Create one by hand and the name autocompletes against your Google Contacts, so it takes seconds and the record lands in the same pipeline as everything else.
Will this add work to my day?
The opposite. Cells are editable in place, bulk actions handle twenty leads at once, and there is no separate system to keep updated.
See what the website is really worth
Instant lead alerts with full campaign context, and closed revenue traced back to source.