CRM & Contacts
Know every customer. Never lose a lead. Stop running your business from memory.
TraxionLab gives every contact a complete record: conversations, appointments, payments, notes, and custom fields all linked together. Your customer data becomes a working system, not a pile of spreadsheets.
What you're dealing with before this exists
Your contacts are scattered across five different apps
New leads are in your email. Existing customers are in your phone contacts. Some are in a spreadsheet your office manager built in 2019. When you need to send a follow-up, you're hunting across three places before you can even start. That friction means half the follow-ups never happen.
You have no history when a customer calls back
Someone calls about a job you quoted two months ago. You vaguely remember their name. You can't find the conversation. You can't remember what you quoted. The customer feels like a stranger. That's not a relationship, it's a liability.
Follow-up depends entirely on one person's memory
If you're out sick for a week, nothing gets followed up. If your best employee quits, you lose every relationship they managed. A business built on memory instead of a system is fragile in ways you won't notice until something goes wrong.
Everything CRM & Contacts lets you accomplish
360-degree activity timeline
Every contact shows a complete history of every interaction: emails opened, pages visited, form fills, calls placed, appointments booked, and payments processed. You walk into every conversation knowing exactly what happened last.
Contact scoring
Assign point values to behaviors, such as opening an email, submitting a form, or visiting a pricing page, so leads are automatically ranked by engagement level. Your team focuses on the hottest contacts first without guessing.
Duplicate detection and merge tool
The system surfaces potential duplicate records automatically. Merge up to 10 contacts at once while preserving the full activity history, notes, and tags from every version. Your database stays clean without manual auditing.
Contact source tracking
Every contact record logs where the contact originated: Facebook ad, landing page, referral, inbound call, manual entry, or API. That attribution data follows the lead through the pipeline so you always know which channels are actually producing closed jobs.
Do Not Disturb controls per channel
Set DND status at the individual channel level: block SMS without blocking email, or disable all outbound communication for a specific contact. DND activates automatically when a contact opts out or unsubscribes, keeping your sending in compliance.
Smart Lists and advanced filtering
Build dynamic segments using AND/OR logic across any combination of fields: location, service type, last contact date, pipeline stage, lead score, or custom tags. Smart Lists update automatically as contact data changes, so your segments are always current.
Bulk actions and contact management
Update tags, assign owners, send messages, or trigger workflows across hundreds of contacts at once. Bulk management turns a month of manual work into five minutes.
Custom fields for your business
Track whatever matters for your operation: equipment model, property size, agreement type, preferred technician. Custom fields let the CRM fit your workflow instead of the other way around.
Company and relationship associations
Link contacts to companies, associate multiple stakeholders on the same account, and manage complex client relationships without duplicate records.
Task management per contact
Attach tasks to any contact with due dates and assigned owners. Your to-do list and your customer list are finally the same thing.
What changes when this is running
The data layer behind everything else
Every automation, campaign, and report in TraxionLab pulls from your contact records. A clean, organized CRM means every other feature works better. Messy data creates messy results.
Segment once, use everywhere
Build a Smart List of every client who hasn't booked in 90 days. Use that same list for a re-engagement campaign, a pipeline filter, and a monthly report. One segment, infinite uses.
Full context on every call
Before you pick up the phone, you know who you're calling, what you quoted them, when they last reached out, and what's already been tried. That preparation is the difference between a closed job and a dead lead.
Questions about CRM & Contacts
Get started today
30-day free trial.
No contracts. Cancel anytime.
CRM & Contacts is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.
Works best alongside
Unified Inbox
Every customer conversation in one place. No more switching between apps to reply.
Pipelines & Deal Tracking
See exactly where every lead stands. Know what needs to happen next.
Workflows & Automation
Replace Zapier, your email tool, and your manual follow-up process with one connected workflow builder.