From first contact to long-term retention — everything your team needs, without the chaos of disconnected tools.
Sales Pipeline
Drag-and-drop Kanban boards, configurable stages, deal scoring, and one-click quote generation — move deals forward without friction.
Unified Inbox
Email, SMS, WhatsApp and calls in one place. Real send/receive email with per-tenant mailboxes, threaded conversations, and team assignment.
Smart Ticketing
SLA-aware support desk with priority escalation, watcher notifications, and a branded customer portal — resolve issues before they escalate.
Quotes & Orders
Generate professional PDF proposals, track approvals, and manage fulfilment with a linear order pipeline from pending to delivered.
Intelligent Insights
Surface pipeline risks, conversion trends, and growth opportunities automatically — so your team always knows where to focus next.
Team & Role Control
Granular RBAC with 90+ permissions across 13 modules, custom roles, and full multi-tenant isolation — your data stays yours.
How it works
Three steps to a smarter pipeline
1
Capture every lead
Import from CSV, capture via API, or log manually. Every enquiry is tracked with source, status, and BANT qualification.
2
Move deals forward
Drag deals through configurable pipeline stages. Send quotes, log activities, and collaborate — all from one deal view.
3
Retain & grow
Manage subscriptions, handle support tickets, track renewals, and send newsletters — one platform for the full customer lifecycle.
FAQ
Frequently asked questions
Yes — every new account starts on a 15-user trial with 10,000 contacts, 5,000 leads, and 5,000 deals. No credit card required. You get full access to explore every module for 14 days before choosing a plan.
Absolutely. Trackify supports CSV imports for leads with smart company matching and user resolution. We also offer a Frappe CRM migration path, and the developer API lets you push data programmatically from any system (available on Pro and Enterprise).
Yes — real send and receive, not just logging. Connect your own SMTP/IMAP mailbox and every email appears in the Communication Hub with proper threading. Outbound newsletters are throttled and include one-click unsubscribe compliance built in.
Every organization gets a fully isolated dataset. Your leads, deals, contacts, and configurations are scoped to your tenant — no data bleeds across accounts. Admins can set custom terminology, field names, statuses, and pipeline stages to match your workflow.
Yes. Trackify has four system roles (Admin, Sales Manager, Sales Rep, Read-Only) plus a fully custom RBAC system with 90+ granular permissions across 13 modules. You can define a custom role that gives exactly the access each team member needs — nothing more.
We use Razorpay for secure billing. All major Indian payment methods are supported — UPI, credit/debit cards, netbanking, and wallets. Subscriptions are monthly with the ability to upgrade, downgrade, or cancel at any time.
Ready to take control of your pipeline?
Start your free trial today — no credit card, no setup fees, no limits on what you can explore.
We've delivered 250+ apps globally — for healthcare, fintech, e-commerce, and more.
Mobile, web & AI/ML solutions
10+ years building custom digital products
Bengaluru HQ · serving clients worldwide
“
Our team was blown away by the attention to detail shown by Synclovis. They consistently demonstrated precision, professionalism, and a deep commitment to delivering high-quality results that exceeded expectations.
TM
Thomas Mittler
CEO, Inflooense
Android & iOSAI & MLCloud & APIs250+ apps
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