Trusted by 2000+ Users around the World.

Build Meaningful Sales Insights & Pipeline for your Business.

Here is an ultimate sales tool for your organization. Manage the entire process of sales right from capturing leads to closing the deals and much more. Last but not the least get meaningful insights that will help you take better decisions driving more revenue for your business.

nutra north
shoot order
merakhatha
nallam associates
gravityzip
onewest
onewest
onewest
onewest

Your checklist matches ours

  • Capture Leads & Opportunities
  • Sales Pipeline
  • Create a Sales Team
  • Assign Team, Individual, Organization level Targets
  • Send Quotations
  • Track Revenue Generated
  • Define Marketing Campaigns & Track ROI
  • Define Sales Territories
  • Create Action items & Get Reminders
  • Click to Call & Call Recording
  • Bulk Mailing

Features

sales dashboard sales dashboard
Sales Dashboard

Be on top of what’s happening around your sales process.

crm leads crm leads
Manage Leads

Capture all your leads generated from different sources.

crm lead source crm lead source
Lead Source

Know which lead source has the maximum conversion rate.

crm deals crm deals
Deal/Opportunity

Convert potential leads to a deal/opportunity.

crm status work flow crm status work flow
Status Workflow

Define the status workflow in the way you want the leads to flow.

crm sales pipeline crm sales pipeline
Sales Pipeline

Define sales pipeline and track up to conversion

sales territories sales territories
Territories

Allocate a geographical area or a group of customers automatically to an individual or a sales team.

sales team sales team
Sales Teams

Create sales teams and promote teamwork and competency.

sales performance sales performance
Individual/Team Performance

Measure an individual or team performance and motivate your sales team.

sales targets sales targets
Sales Targets

Enforce individual, team, and organization-level sales targets and make sure the targets are achieved.

marketing campaigns marketing campaigns
Campaigns

Create campaigns and generate measurable ROI from the campaign.

products products
Products

Link products to each deal and manage discounts.

sales quotations sales quotations
Quotations

Generate quotations on the go and directly mail them to your potential customers.

sales calendar sales calendar
Sales Calendar

Never miss out on how the day, week, or month looks for your sales team.

sales todo sales todo
To-Do’s

Add a task and set a reminder so that you don’t miss out any important task.

schedule meetings schedule meetings
Schedule Meetings

You can now schedule meetings and assign it to the representative. Now you never miss out on meeting your potential lead.

geo location geo location
Geo-Location Tagging

Track your on-field sales teams with Geo Location Tagging.

bulk mailing bulk mailing
Bulk Mailing

Nurture all your potential leads using our bulk mailing feature.

Not just a Employee CRM Software! Here is a single subscription for your entire Business

pricing plan enterpriseEnterprise
299 (Billed Annually)
  • Add User as you like
  • Unlimited Transactions Transactions include add,update,delete,file upload,download,view and delete
  • HRMS
  • Timesheet & Payroll
  • Project Management
  • CRM
  • Accounting & Finance
  • Employee Monitoring
  • Video Meeting
  • Manage Relations
No credit card required

FAQ

A user is an employee added to the platform. Client and vendor if given login access are also considered as a user.

Every add, update, delete including every file upload, download, delete & view are considered as transactions in ORGTraq.

No, you need not provide any credit card details to access the free Sign Up.

Yes, sure you can book an online demo as per your schedule, and one of our teammates will be happy to show what ORGTraq can do for you.

There is no limit to the number of users you can add to your account. Anyhow, the Startup plan has a limit of 5 Users.

No, the package includes all features in it. However, a super admin user in your account can enable or disable a feature according to the user's work role.

ORGTraq is a cloud-based software. You can simply access the software online and log in to your account using the login credentials. However, the employee monitoring will need an application to be installed. You can install the ORGTraq employee monitoring software from the install button available after logging in.

Every file that is uploaded into the account is considered as document storage.

We may not do customized software but, we will do our best to accommodate your needs into the software.

Your data is safe with 128-bit encryption and a 99.9% uptime guarantee. View More

Yes, we back up your purchase with a pro-rated basis free cancellation & no questions asked policy.

We accept all UPI, Wallets, Credit Card, Debit Card & Net Banking methods for payment.

You can add a user by adding an employee from the "Manage Employees" section on your dashboard.

Yes, you can always upgrade your account from a Startup (Forever Free) plan to an Enterprise plan. In order to upgrade, renew & buy users from the dashboard you can go to Settings>System Administration>Plan Details.

Have more queries? Please Call us at 08069252400

software suggest most affordable software 2021
software suggest most affordable software 2021
software suggest best value software 2020
techimply top erp software
finances online rising star 2019
finances online premium usability 2019