Know who matters, what happened and what comes next
The dashboard gives the team a shared starting point: the size of the network, work needing attention, and the most recent activity across the workspace.
One structured record
Keep contacts and the organisations around them together, rather than splitting context across files and inboxes.
Context that stays visible
See how people and organisations connect, with the relationship at the centre of the record.
Follow-ups before they drift
Bring due dates and outstanding actions into view, with clear ownership of what needs attention next.
Progress the whole team can see
Capture recent activity and move repeatable work through visible stages without relying on memory.
A calm view of a busy network
Search across people, organisations and activity; add a record from anywhere; review actions due; and pick up recent changes without reconstructing the story from messages.
Find the context
Search the workspace and open the person, organisation or activity you need.
Record the interaction
Add the note, relationship or workflow update while it is fresh.
Set the next move
Give the follow-up a date so it returns at the right moment.
Priced per organisation, quoted on enquiry
Tell us the size of your team and how you manage relationships today. We will show you the product and give you a clear figure for your organisation.
One workspace
People, organisations, relationships and activity kept together.
Organisation pricing
A straightforward quote shaped around the organisation using it.
Walkthrough first
See the working product and ask questions before making a decision.
See TeamTrak CRM working
Tell us a little about the relationships your team manages. We will arrange a focused walkthrough and answer the practical questions that matter to you.