Customer Database & Sales Journal
A Customer Database With a Sales Journal That Never Disappears
Customer Database & Sales Journal is sendtrack.id's CRM core: every lead gets a full profile with labels and internal notes, plus a sales journal logging every follow-up, call, and meeting through to close.
What's stored in a customer profile?
Every lead has a profile with labels, internal notes, cross-channel conversation history, and current funnel status — accessible to any sales team member without having to ask the agent who previously handled it.
What is the sales journal?
The sales journal logs every follow-up activity: when a lead was contacted, by call or chat, meeting outcomes, and when a close happened — so your sales team's work is properly documented, not just remembered personally.
What happens when an agent resigns or changes shifts?
Because everything is stored centrally in the database, follow-up history and customer notes stay intact even as the handling agent changes — no close evaporates because its history disappeared with someone's phone or personal WhatsApp account.
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