Have total visibility into the prospects you and your team are managing in your pipeline armed with insights to convert them.
Understand, organize and manage important details regarding your customers in order to maintain relationships and continue adding value.
Track all aspects of your projects including status and resources staffed on each engagement in order to keep them moving smoothly.
Track the hours that you and your team bill to your clients and explore these details or deliver automated invoices.
Empower your company to capitalize on deep insights, fleeting opportunities and prevent unwanted issues
Use our mobile capability to check on your existing contracts, propective clients or many other elements of your business from your mobile device.
Generate greater understanding of your business, compare vital facts to previous benchmarks and enhance your decision-making from our powerful platform.
Manage communications with your customers and other stakeholders, receive reminders to follow up with contacts to maintain a healthy professional network.
Manage several functional elements of your business and their related entities in one central and easy-to-manage location.
Save time and money by planning and managing from a centralized yet powerful platform
We developed our platform from a need that we could not satisfy in the market—there are many solutions that satisfy independent elements of running a small or medium enterprise, but nearly none that bring several high-impact capabilities together in one centralized platform.
Trakzio enables our users to manage their pipeline of prospective customers, maintain meaningful relationships with their existing customers, manage their ongoing and future projects, track timekeeping and enable the billing process from one central platform. For businesses just starting out we offer a free or trial tier based on the size of the firm.
Create Free Account NowReach out directly or feel free to send us an email to learn more about our platform.
We are a technology upstart proudly born in Richmond, the capital of the Commonwealth of Virginia.
We look forward to serving your business.
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