CRM
The CRM Your Retail Team Will Actually Use
Drive more repeat business with customer profiles enriched by in-store behavior. Purpose-built for retail teams who need actionable customer insights without complexity.
Trusted by 2000+ Businesses
Why High-Ticket Retailers Choose Trakwell
Unlimited Users
No per-seat fees means your entire team can access customer insights, from sales associates to store managers. Scale without surprise costs that balloon as your team grows.
Mobile-First Design
Access customer profiles, purchase history, and recommendations right on the sales floor. Empower associates to deliver personalized service exactly when it matters most.
Open API
Enhance your existing systems instead of replacing them. TrakWell's API integrates with your POS, inventory, and marketing platforms for a unified view of each customer.
CRM
Capture Customer Insights From Day One
Trakwell turns anonymous shoppers into known customers from their very first store visit. Our intelligent capture system builds rich profiles that grow more valuable with each interaction.
- Seamlessly collect customer information at point of sale
- Track browsing patterns and product interests in-store
- Automatically segment customers by purchase behavior
- Identify high-value shoppers for personalized attention
- Easily collect contact information from those that don’t buy
Intelligent Follow-Up Tools That Actually Work
Higher Tickets
Customers who return to the store after receiving a personalized message spend 79% more than first-visit customers.
Higher Conversion
Retailers using Trakwell's follow-up tools see significantly better conversion rates on follow-up communications.
Higher Return Rate
Customers engaged through Trakwell's personalized recommendations return to purchase more often.
Automated Workflows That Drive Results
API
Extend Your Existing Systems
Unlike competitors that force you to rip-and-replace, Trakwell enhances your current tech stack with a real-time behavioral layer. Our open API connects with:
- Point-of-sale systems for transaction history
- Inventory management for product availability
- Email marketing platforms for campaign integration
- Loyalty programs to enhance reward opportunities
already have a CRM? No problem!
Trakwell can connect to your existing CRM/follow up systems
Trakwell At a Glance
All The Tools You Need to Improve Your Teams and Automate Your Sales
Choose a single solution or combine them to align how you operate.
- Count buying groups.
- Exclude counts. Eliminate photos that are not valid opportunities such as employee, delivery person duplicates.
- Capture all your store entrances. If a store has more than one entry, photos will be merged with time.
- Camera Alerts. Automatic alerts and instructions to get your camera back up and running.
Keep track of previous customers all in one place.
- Filter for prospects who contain certain criteria.
- View each customer’s history. All activity about each customer and prospective customer is displayed in an easy to follow timeline.
- Add activities, attachments, drawings, and notes to your customer record. Attach any documents or photos about the sales activities related to the customer.
- Action Calendar.
- Scheduled Action status tracking within Action Calendar.
- Start sending emails and email campaigns from Doorcounts to tie sales communications with your customers.
- Set up email templates. Define standard templates for sending follow up emails, scheduled activities, and sales events.
- Send email campaigns to filtered prospects. Then send them your campaign template.
Stay on top of your scheduled follow up activities and events.
- Schedule follow up activities. Add appointments and items for prospective clients.
- Gather custom insights about your customers’ visit. Immediately get the picture of what is happening with all customers, salespeople, and stores.
- Capture sales and customer contact info. Sale amount, ticket name, address, will be captured. An automatic interface from some POS systems.
A user-friendly interface that makes it easy to manage staff and customers on the sales floor.
- Customize your up board rotation logic. Automatically track and assign customers to salespeople.
- Real-Time stats of every salesperson’s activity such as opportunities, sales, no sales, conversion rate. Etc.
- Handle high traffic volume. Turn on the open floor toggle so sales staff can manually assign themselves to photos.
Click on assigned customer images to add details about every in-store interaction with clients.
- Update customer photos with results. The salesperson will designate the result of each opportunity.
- Capture sales and customer contact information. Sale amount, ticket name, address, will be captured. An automatic interface from some POS system
Understand where you’re losing sales and identify opportunities for improvement.
- Easily track your sales performance.
- Sales Conversion and Sales vs. Opportunities
- Total Sales and Average Sales
- Revenue per opportunity
- Gather more information about sales staff workload and habits.
- Time spent with customers
- Reason reports (no sale/skipped ups/excludes)
- Sales Stats
- Insights about your customer’s shopping trends.
- Advertising source
- Repeat customers
- Product categories
Figure out how efficient your store is operating and analyze ways to improve it.
- Help determine store hours and staffing needs. Traffic charts will show your optimal traffic times and non-optimal times.
- Learn how your marketing efforts impact store traffic. Keep track of which advertising method brought the customer to the store.
Import your existing data to Doorcounts, or export it into another software.
- Prior customer data can be added and Doorcounts can be exported
- Set store and company wide sales goals
- Track sales conversions per employee
- Send out score cards that encourage and inspire your team