ClientTrax
Every customer, deal and conversation in one place
The CRM for growing service businesses. Capture every enquiry, follow up on time, send proposals clients accept and pay online, and see exactly where your sales stand — without a team of administrators.
ClientTrax · Pipeline
This quarter
Qualified
€42k
Northwind Ltd
Brightpath
Proposal
€65k
Harbor Clinics
Atlas Freight
Won
€31k
Corelane
Everything your sales and service team needs
Start with contacts, leads and a pipeline. Switch on more — forms, email marketing, automation, a client portal — when you're ready.
Contacts & companies
People and organisations with their relationships, consent and history — import from a spreadsheet or another CRM, with duplicate checks and segments.
Leads from everywhere
Enquiries from your website, your shared inbox and your own forms arrive as leads, with their category, product and owner set for you.
Pipeline & forecast
Deals move across stages you define, with values, close dates and a forecast against target — on a board or a list.
Proposals & payment
Send proposals from your catalogue; clients read, accept and pay online, and you're told the moment they do.
Email & calendar sync
Connect Microsoft 365 or Google: emails and meetings with your contacts stay on their record and their deals.
Automation
Assign, remind, follow up and notify automatically — sequences, task queues and rules that run in the background.
Reports & dashboards
A ready sales report plus a report builder for any count or total, grouped your way, on shared dashboards.
Client portal & help centre
Clients sign in to see their proposals, meetings and invoices, and find answers in your knowledge base.
Up and running in an afternoon
- 1
Sign up free
Create your workspace in minutes — with your email, Google, Microsoft or Apple.
- 2
Bring your customers across
Import contacts and deals, connect your inbox and calendar, and invite your team.
- 3
Work from one place
Follow up on every lead, move deals forward and see what's working.
Prefer help? K&K can set it up with you — guided onboarding, data migration and team training.
Built for how you work
- Roles and access per page and per person, with an audit trail
- Works with WorkTrax for hiring and FinTrax for invoices
- AI suggests next steps and drafts — a person always decides
- Training & services: courses, live sessions and onboarding help
What's new in ClientTrax
- Contacts with an Import Centre, data quality checks, merge and segments
- Training & services: learning paths, live sessions and onboarding services
- Email marketing with consent per channel
- Report builder and custom dashboards
- Custom objects and fields for your own record types
- Delete your account with a 10-day restore
Ready to see ClientTrax with your own customers?
Start free today, or book a short demo and we'll walk you through it.