Traks logo

Traks

by SEE Enterprise Solutions · Since 2021
No reviews yet
Active2+ countriesCloud
Quick facts
VendorSEE Enterprise Solutions
Year launched2021
StatusActive
Location13398 Tegler Dr. Ste 120 Noblesville, IN 46062
Countries served2+
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Traks

TraksOS is a project-based CRM designed for home service professionals like contractors, roofers, and landscapers. It automates customer communication by providing clients with a tracking link to monitor project progress, view action items, and upload documents. The goal is to reduce inbound calls and emails, allowing businesses to manage customer expectations more efficiently.

Traks is a project-based CRM designed primarily for contractors, roofers, landscapers, home builders, and home improvement businesses. The platform focuses heavily on reducing customer communication overload by providing clients with self-service project tracking links. This approach helps businesses cut down repetitive emails and phone calls while improving transparency throughout project delivery. The software positions itself as a communication-first CRM tailored for service businesses that manage ongoing customer projects. One of the strongest aspects of Traks is its simplicity. The platform offers milestone tracking, automated customer updates, mobile accessibility, document uploads, and customizable tracking links without requiring complex setup processes. Contractors can update projects remotely through the mobile app, while customers can monitor progress independently. Traks also includes business dashboards, reporting tools, referral programs, and financial visibility features in its Pro offering. While the software is highly focused and easy to use, it appears specialized for contractor-style workflows rather than broader enterprise CRM needs. The platform is best suited for small to medium-sized businesses seeking streamlined customer communication and project visibility.

Pros & Cons

Pros
  • Reduces customer emails and calls by providing live project tracking
  • Simple interface makes onboarding quick for contractors and crews
  • Mobile updates help teams manage projects from job sites easily
  • Automated milestones improve customer communication consistency
  • Customer uploads simplify document and image collection processes
Cons
  • Primarily designed for contractors rather than broader industries
  • No visible enterprise-grade compliance or security certifications
  • Advanced analytics capabilities appear limited compared to larger CRMs
  • May lack scalability for large enterprise project environments
  • No confirmed offline functionality for field-based operations

Features

Key features

Custom Branding

Adds company logos and social media links to tracking pages

Project Tracking Links

Gives customers live project progress visibility without calls or emails

Mobile App Access

Allows contractors to update projects remotely from mobile devices

Smart Presets

Learns repetitive workflows to speed up tracker creation

Business Dashboard

Displays revenue, sales, tracker views, and profit metrics

Referral Program

Rewards customers and users with free subscription months

Customer Action Items

Lets customers manage tasks, uploads, and expectations directly

Document Uploads

Supports customer image and file submissions directly in projects

Automated Customer Updates

Sends milestone notifications automatically to customers

Weekly Reporting

Generates project and sales reports with one-click reporting

Additional features

Customer Communication Tools

Reduces manual communication effort

Project-Based CRM

Organizes customer projects with milestone-based workflows

Mobile Accessibility

Supports project updates from mobile devices

Customer Self-Service

Allows clients to monitor projects independently

Automated Notifications

Sends automatic milestone completion updates

Revenue Monitoring

Tracks monthly revenue within the dashboard

Dashboard Analytics

Shows sales, profit, and project performance metrics

Referral Rewards

Provides free subscription incentives through referrals

Integrated Help System

Provides in-dashboard instructional guidance

Video Tutorials

Includes integrated training and onboarding videos

Project Milestones

Tracks and manages workflow completion stages

Remote Updating

Allows project management from anywhere

Simple UI Design

Uses streamlined drag-and-drop style workflows

Custom Branding Options

Adds logos and social links to trackers

Weekly Reports

Generates business performance reports quickly

Gross Profit Tracking

Displays project profitability metrics

Smart Presets

Automates recurring workflow setups and templates

Document Upload Support

Enables image and file uploads within projects

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

2
Countries served
1
Interface languages
1
Billing currencies

Available in

United StatesCanada

Interface languages

English

Billing currencies

🇺🇸USD

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