Features
CRM features, from first enquiry to final invoice
CommTrak is fourteen modules that share the same customer record — so work doesn’t get re-keyed, lost between teams, or stuck in one person’s head.
Win the work
Find, quote and close opportunities
A sales hub built so salespeople work together, follow up properly and give management real visibility of the pipeline.
Leads
Collaborate on opportunities, send quotes, forecast revenue and hold the team accountable with dashboards, map view and commission tracking.
View featureMarketing & Telesales
Segment your base, run branded email campaigns and call lists, and follow every interaction through to a lead and a sale.
View featureData Sheets & Form Builders
Build the forms your business actually uses — for staff or customers — with trackable, secure URLs and no developer required.
View featureDeliver the work and get paid
Run the job without chasing people
Build the process once and let CommTrak carry each job through its steps, hand-offs, stock and invoice.
Projects, Workflow & To-Do
Define the workflow once, then let every project follow it — including a Kanban-style Task Board for running the work visually.
View featureJobs, Managed Services & Tickets
Dispatch and track field work, manage technicians and resolve tickets against the service levels you promised.
View featureInventory & Products
Build simple or complex products, raise purchase orders, and reserve stock through the sales process.
View featureInvoicing with Xero & MYOB
Invoice straight from the job or project and sync through to your accounting package — no double entry.
View featureLook after customers
Keep the customer record honest
Data integrity is the whole game. CommTrak gives you the tools to keep the database clean, current and owned by the right people.
Customer Management
Bulk import, duplicate detection and portfolio reassignment — so records stay accurate as the business grows and changes hands.
View featureCustomer Portal
Give customers a secure place to raise service requests, order products and see where their jobs are up to.
View featureConversations
Track two-way customer email inside CommTrak — send from the record and capture the reply against it.
View featureRun the business
See what is actually happening
Live visibility for the people accountable for the numbers, automation for the parts nobody should be doing by hand, and the controls to keep it all locked down.
Reporting
Interactive dashboards on live data, plus weekly, monthly or annual reports generated automatically.
View featureDashboard Hub
Build the dashboards each team actually needs from live data, without waiting on a report request.
View featureAutomation
Start from a template or build your own triggers and rules — working across every CommTrak module.
View featureSecurity
SSO, two-factor authentication, IP-based permissions and granular per-module access, independently assessed.
View featureNot sure which modules you need?
That’s the point of the demo — tell us how the business runs today and we’ll show you only the parts that apply.