What are modules in Tracker?
Modules are the building blocks of Tracker - each one designed to serve a specific function in your business.
- Turn modules on or off based on your workflow
- Customized to fit your exact business operations
- Minimize clutter - just the tools that matter to you
Centralize Your Customer Information
Our Customer Database module creates a single source of truth for all customer data, making it easy to access complete information and provide exceptional service.
Comprehensive Customer Management
Everything you need to build and maintain strong customer relationships
Unified Customer Profiles
Create detailed customer profiles with contact information, preferences, order history, and communication logs in one place.
Advanced Search & Filtering
Quickly find any customer using powerful search tools with filtering by location, purchase history, tags, and custom fields.
Communication Management
Track all customer interactions with integrated email, call logs, and message history for consistent service.
Complete Order History
View a customer's entire purchase history, including quotes, current orders, and past purchases with detailed status tracking.
Customer Segmentation
Group customers by behavior, value, industry, or custom criteria for targeted marketing and personalized service.
Activity Timeline
See all customer interactions chronologically with complete context for each touchpoint in the relationship.
Customer Intelligence
Our Customer Database provides actionable insights to help you serve customers better and grow relationships.
- Customer health scores to identify at-risk accounts
- Purchase pattern analysis for targeted recommendations
- Follow-up reminders and scheduled check-ins
- Opportunity identification based on customer history
- Multi-location support for businesses with multiple sites
- Customizable fields for industry-specific information
Related Modules
Sales & Orders
Manage incoming orders, quotes, and job details in one streamlined dashboard.
Customer Portal
Give customers a branded login to review orders, approve proofs, and track job progress in real-time.
Production
Schedule, assign, and track every job from setup through final output with visual production queues.