Salestrak Leads

SalesTrak puts your entire territory on one map. Every project is a pin, color-coded by type and stage, so you can see where your work is, what's at risk, and what's next, before you're out of the truck.

WORK FROM THE MAP • Every project in your workspace as a pin, clustered and color-coded by stage • Tap any pin for a full project summary — assignees, stage, address, notes • Filter by workflow, stage, project type, assignee, or age status, and save the filters you use every day • One tap to show only your projects

CREATE PROJECTS WHERE YOU STAND • Tap the map (or use your current location) and SalesTrak resolves the address and property details for you • Prefilled project name, assignees, stage, and lead source — a new project in seconds • Started a project and got interrupted? Your draft is waiting when you come back

LOG VISITS IN ONE PASS • Record a visit as a single update: new stage, outcome, note, and "assign to me" • A full activity timeline for every project — stage moves, notes, and field changes, with threaded replies • Search projects by name or jump to any address

STAY IN THE LOOP • An inbox for mentions and updates on your projects, with swipe-to-clear • Track project health at a glance: on track, at risk, or off track

BUILT FOR THE FIELD • Works offline: keep viewing and updating projects with no signal; changes sync when you're back • Light and dark mode, phone and tablet

SalesTrak requires a SalesTrak account. Sign in with the credentials from your team.

Location is used to show your position on the map and to start new projects at your current location.