Features

WHAT TRACKEASY CAN DO FOR YOU

Are you struggling to keep tabs on your incoming leads? Worried that you’re losing out on business because your leads are being tracked across multiple systems and your company spreadsheet hasn’t been updated properly in ages?

TrackEasy is the solution you’ve been looking for. It’s the system that brings all of your leads into one easy-to-use database.


CENTRALISED DATA COLLECTION

TrackEasy has been designed to automatically bring all of your leads from your various marketing efforts into the system. You can integrate your leads from email marketing tools, text campaigns, Google Ads, social media, web forms, CRM systems and more. You can even use short codes on print media to pull leads through into TrackEasy. All you need to do is add the tracking code.

Additionally, you have the option to manually input leads from other sources on the efficient lead capture form or via upload of a CSV file. This means that you can bring any existing leads into the system and have them all in one place.

REPORTS AND FILTERING

Pull reports whenever you need to based on the criteria you set – leads from a specific source, leads that are older than three months, or leads that have converted into sales, for example. You also get regular automated reports so you can keep an eye on your overall status.

If you need to find information quickly or want to contact a particular subset of leads, you can use the filter function. You can filter by date, by source, or even by contact information. It’s a quick and easy process to find what you’re looking for.

CLOUD-BASED SYSTEM

You don’t need to install any software. TrackEasy is cloud-based and can be accessed from anywhere in the world. All you need is an internet connection. You’ll get secure logins for your account for you and every member of your team, and everyone can see in real time where leads are in the sales funnel.

ASSIGN TASKS

TrackEasy is more than just a central dashboard to view all of your leads; it’s also a task management system. Anyone on your team can assign a task to one lead or in bulk to leads that fit certain criteria. Now everyone on your team knows which leads to contact next and what information to send out. The system will also generate a task list for you and your team members to work through.

Another nifty feature is the ability to set reminders for each lead. You can schedule follow up phone calls or emails for a certain time and day after each interaction with a lead. These reminders can be ongoing or once off, depending on the nature of your business and sales funnel.

COMMUNICATE WITH LEADS DIRECTLY

You can actually send emails and text messages to your leads through the TrackEasy system. Each message you send, and the responses you receive, will all be captured and connected to the relevant lead. No more wondering if someone has been contacted about their query.

You can also create custom templates for your messages to be sent at different points in the sales funnel. These messages can either be automated to send at a certain time or when a specific response is received, or you can choose to send them manually as needed.

YOUR DATA IS SECURE

We know you value the privacy of your clients and the hard-earned information you’ve gained from them. This is why TrackEasy provides you with full security to ensure that all of your data is safe. It is also backed up by Netgen to ensure you never lose a lead.