Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
CRMTrak is a web-based CRM / SaaS online CRM from Morton Marketing Inc., aimed at sales, marketing, and service teams in small and midsize businesses. It emphasizes no installation or maintenance, quick rollout through secure online access, and positions itself as a “simple, easy-to-use, affordable” sales management tool.
Based on the available content, CRMTrak covers the basic CRM workflow: contact management, tracking leads from creation to close, lead assignment, sales activity logging, and forecasting and advancing sales opportunities. Its standout feature is the quoting module, which supports creating, editing, and tracking customer quotes. After uploading a product catalog, users can add items to a quote with one click and generate a PDF to send to customers. The system also supports automatically capturing leads from a website. For third-party integrations, it specifically mentions synchronization with Google Calendar via the Google Data API, and extension to Outlook via Google Outlook Sync.
The page lists pricing from $25.50/month/user and highlights that there are no long-term contracts and billing is per user. CRMTrak offers a 30-day free trial with full access after registration. However, the website does not disclose plan tiers, feature limits, payment methods, refund policy, or enterprise pricing.
The advantages are cloud deployment, low startup cost, and a relatively low learning curve. Its basic sales workflow and quote management are fairly complete, making it suitable for teams still centered on leads, opportunities, activities, and quotations. The main drawback is that the public information appears dated: the Google Calendar integration news dates back to 2008, making it hard to assess the product’s current activity level. It also does not disclose modern CRM capabilities such as permission management, data encryption, compliance certifications, API access, mobile apps, or reporting automation.
CRMTrak is better suited to overseas SMB sales teams with limited budgets, simple processes, and a need to launch an online CRM quickly. Companies that require complex permissions, marketing automation, open APIs, localization for China, or local Chinese support may want to consider alternatives such as Salesforce, HubSpot, Zoho CRM, or domestic options like 纷享销客 and 销售易. The provided text does not mention access from mainland China, so network connectivity, payment options, and Chinese-language support are all unknown.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on crmtrak.com official site.
crmtrak.com is an United States Marketing & SEO provider. TG4G tracks its product information, with monthly pricing from $25.50, an overall rating of 6.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach crmtrak.com directly.