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.
Adds company logos and social media links to tracking pages
Gives customers live project progress visibility without calls or emails
Allows contractors to update projects remotely from mobile devices
Learns repetitive workflows to speed up tracker creation
Displays revenue, sales, tracker views, and profit metrics
Rewards customers and users with free subscription months
Lets customers manage tasks, uploads, and expectations directly
Supports customer image and file submissions directly in projects
Sends milestone notifications automatically to customers
Generates project and sales reports with one-click reporting
Reduces manual communication effort
Organizes customer projects with milestone-based workflows
Supports project updates from mobile devices
Allows clients to monitor projects independently
Sends automatic milestone completion updates
Tracks monthly revenue within the dashboard
Shows sales, profit, and project performance metrics
Provides free subscription incentives through referrals
Provides in-dashboard instructional guidance
Includes integrated training and onboarding videos
Tracks and manages workflow completion stages
Allows project management from anywhere
Uses streamlined drag-and-drop style workflows
Adds logos and social links to trackers
Generates business performance reports quickly
Displays project profitability metrics
Automates recurring workflow setups and templates
Enables image and file uploads within projects
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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.
Does Traks have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
USD($)
Email Address
info@gettraks.comUnleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…