Customer records
Every contact, company and note. Quotes, jobs and follow-ups are tracked here, and new contacts from site visits or business cards go in the same place.
crm.trackform.link
TrackForm business tools
Three systems, one place to start. Customer records live in the CRM, contracts get signed in the e-signature tool, and business email runs on its own domain.
E-signature
Send a document, the client signs it, the signed copy is filed automatically.
sign.trackform.link
Business email
TrackForm's own mailbox on its own domain. The CRM and the e-signature tool send from this address, and it works as a normal inbox you can add to any mail app.
webmail.trackform.link · jl_bot@trackform.link