Real-time data updates
Every change to a lead, opportunity, or document is reflected immediately, so your team never works from stale information.
SalesTrax™
Sales tracking and pipeline management to drive revenue growth and optimize sales performance.
SalesTrax™ on Insight360™ Platform
Growing a business shouldn't require sacrificing security or overpaying for systems you don't fully use.
SalesTrax™ and Insight360™ are fully secure, compliant SaaS CRM solutions designed for small businesses that need to scale operations efficiently, without the high cost of traditional CRM platforms.
Built with productivity, security, and real-time performance at its core, this system empowers your business to move faster and smarter.
Secure
Fully secure, compliant SaaS architecture built to protect sensitive business and client data.
Scalable
Grow operations efficiently without the high cost of traditional CRM platforms.
Real-Time
Productivity, security, and live visibility at the core of every workflow.
Why SalesTrax™ + Insight360™?
Most CRM platforms are expensive, overcomplicated, and built for large enterprises.
We built ours differently.
- Designed specifically for small businesses
- Cost-effective without sacrificing capability
- Fully customizable to your operations
- Built on secure, compliant architecture
- Powered by real-time data and insights
Enterprise-Level Security & Compliance
Your data matters—and so does how it's protected. SalesTrax™ is a fully secure and compliant solution, built for organizations that handle sensitive business and client data.
- Secure data storage and access controls
- Role-based permissions across all interfaces
- Designed to support compliance requirements
- Protected environments for client, vendor, and internal data
Confidence you can trust. Security you don't have to think twice about.
Real-Time Intelligence, Real-Time Decisions
In today's fast-paced business environment, timing is everything. SalesTrax™ delivers real-time data updates, live activity tracking, and instant visibility into leads, opportunities, and workflows, so your team always works from what is happening right now.
What SalesTrax™ delivers
Live activity tracking
Calls, emails, meetings, and follow-ups are captured as they happen, giving you a current record of every client interaction.
Instant visibility
Leads, opportunities, and workflows are visible the moment they change, with no waiting on end-of-week reports.
What that means for your business
Faster decision-making
See what is happening now and act on it, instead of reconstructing what happened last week.
Immediate response to client needs
When a client replies, asks, or raises a request, your team sees it and can respond the same day.
Better visibility across your operation
One current view of pipeline, tasks, and service delivery across every role and interface.
Updates the moment they happen
- Lead capture and status changes
- Calls, emails, and meetings logged
- Pipeline and opportunity stages
- Follow-up tasks and workflow triggers
- Quotes, proposals, and contracts
- Client requests, invoices, and payments
Core Features (Built-In, Not Add-Ons)
SalesTrax™ comes packed with powerful native functionality. Manual follow-ups slow teams down. Automation speeds everything up.
Lead Tracking
Capture, organize, and manage every lead from first contact to conversion.
Result More productivity. More consistency. Better outcomes.
Built to Fit Your Business
SalesTrax™ starts with a powerful foundation—and adapts to you.
- Fully customizable workflows
- Flexible across industries
- Scales with your business growth
You don't adjust to the system—the system adjusts to you.
Multi-Interface Access (Role-Based Design)
Standard Edition (3 Interfaces): Staff, Client, Vendor
Premium Edition (4 Interfaces): Staff, Contractors, Client, Vendor
Each interface is designed to ensure:
- Secure access
- Role-specific functionality
- Streamlined collaboration
SalesTrax™ on Insight360™: Pricing
Choose the level that fits your business.
Solo
$99/ month
Site license: $1,500
- 3 staff users
- Unlimited client users
- 100,000 records
- 250GB data storage
Workgroup
$199/ month
Site license: $1,500
- 5 staff users
- Unlimited client users
- 300,000 records
- 500GB data storage
Team
$299/ month
Site license: $1,500
- 20 staff users
- Unlimited client users
- 500,000 records
- 750GB data storage
Enterprise
$599/ month
Site license: $1,500
- Unlimited staff users
- Unlimited client users
- 1,000,000 records
- 1TB data storage
Compare Each Level
| Features | Solo | Workgroup | Team | Enterprise |
|---|---|---|---|---|
| Staff Users | 3 | 5 | 20 | Unlimited |
| Client Users | Unlimited | Unlimited | Unlimited | Unlimited |
| Roles | 2 | 3 | 4 | 5 |
| Records | 100,000 | 300,000 | 500,000 | 1,000,000 |
| Data Storage | 250GB | 500GB | 750GB | 1TB |
| Custom Domain | No | No | Yes | Yes |
| Support | Email & Chat | Email, Chat, & Phone | Dedicated Phone | |
| Automations | 20 | 40 | 60 | Unlimited |
| Payment Processing | No | No | Yes | Yes |
| Monthly Cost | $99 | $199 | $299 | $599 |
| Site License | $1,500 | $1,500 | $1,500 | $1,500 |