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CONTACTfile Tracker (add-on): for sales marketing and project managers

CONTACTfile Tracker offers the organised way of keeping track of projects and jobs.

The integrated reminders system creates an up-to-date, operational To Do list.


Tracker user

Keep track of leads and the actions you take.   With Sales Tracker, you can:

    • Create your own unique sales system within CONTACTfile, including flexible action stages
    • Estimate the chance of success at each action stage
    • Record the potential value of each proposed contract and automatically calculate the weighted value of contracts at each stage
    • Be reminded when the next action stage is reached
    • See how well your sales activities are doing overall

Keep track of project completion. With Task Tracker, you can:

    • Create your own unique operational system within CONTACTfile, including flexible task stages for different project types
    • Record progress as you undertake various stages of a project
    • Report your progress to your clients
    • Have the right person reminded to do each stage at the right time, using either the automatic Key Date function or manual input

Keep track of campaigns. With Campaign Tracker, you can:

    • Collect together a set of contacts as subjects for your campaign (e.g. a marketing campaign to a specific market)
    • Record a set of actions to take on each member of the group, or on the group as a whole
    • Be reminded of when these actions are due
    Download Our CRM Contact manager Free Trial Software
    After the free trial, Tracker will cost Pro + £50.00 (excluding VAT)