Lead profiles
A running timeline of calls, WhatsApp messages, visits and notes for each lead.
Trakly Leads
Every lead gets a profile with its full history, a status and a next follow-up date. Assign it to the right rep, remind them when it’s due, and turn it into a customer the moment it closes — all in the same app your team already uses on the road.
Talk to sales now — free demo & price quote +91 94946 44848Your pipeline, visible
No more leads living in notebooks and WhatsApp chats. Each one has a home, a history and a next step.
A running timeline of calls, WhatsApp messages, visits and notes for each lead.
Hand a lead to the right salesperson; managers see the whole pipeline, reps see their own.
Set a follow-up date and it surfaces for the rep when it’s due — nothing is forgotten.
When a lead closes, make it a customer in one step and keep the entire history.
Fill the pipeline
However a lead reaches you — a walk-in, a phone enquiry, a rep on a beat or a list you bought — it lands in the same pipeline with the same follow-up discipline.
Enter leads by hand or import a list; capture them on the road from the app.
Have Trakly build fresh business leads for your vertical and region from public map listings.
Message a lead from their profile and the conversation is logged on their timeline.
A rep’s visit to a lead is GPS-verified, just like a customer visit.
Every lead gets its own profile with a running timeline of calls, WhatsApp messages, visits and notes, plus a status and a next follow-up date — so you always know where each lead stands and what to do next.
Yes. Assign a lead to the right rep, and they see it in their app with its history and the next follow-up. Managers see the whole pipeline; each rep sees their own.
Yes. Set a follow-up date on a lead and it surfaces for the rep when it is due, so promising leads are not forgotten between visits.
Yes. When a lead converts, make it a customer in one step and keep the whole history — no re-typing details and nothing lost in the handover.
Add your own leads by hand or import them, capture them on the road, or have Trakly generate fresh business leads for your area and vertical from public map listings. All of them land in the same pipeline.
Sign up in minutes, invite your reps, and watch the first work day come in live. 7 days free, every feature included, no credit card.
Talk to sales: +91 94946 44848