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Description
Right Stage CRM, developed by Straight Talk Marketing, is an intuitive customer relationship management solution tailored for small businesses, individual professionals, agencies, consultants, and agile teams seeking organization without the burden of enterprise-level intricacies.
This platform consolidates contacts, companies, notes, meetings, tasks, activity history, and sales pipeline management into a single interface, enabling users to effectively track relationships from initial prospecting to final customer conversion, manage follow-ups, and oversee both forthcoming and overdue tasks while maintaining a clear overview of customer interactions and sales performance.
Additionally, Right Stage CRM offers features such as CSV imports, role-based permissions for Owners and Members, and multi-user access, making it ideal for businesses that have surpassed the limitations of spreadsheets and disjointed contact lists but do not require advanced automation, intricate workflows, or an extensive suite of sales technologies.
It is a cloud-based system available in Solo and Team plans, with the latter accommodating up to five users, thus fostering collaboration and efficiency within small teams.
The user-friendly interface and essential tools provide a seamless experience for managing customer relationships, ensuring that small businesses can thrive without being overwhelmed by unnecessary complexity.
Description
Track40 transforms repetitive business processes into standardized workflows that execute consistently every time.
Tasks progress through defined stages, where each phase specifies its requirements before allowing the job to advance, ensuring that every transition is thorough. You can set a time limit for each stage, and any delays will be automatically flagged, recorded against your working hours and holidays. Jobs are initiated through forms you create, allowing submitters to receive a tracking link without needing an account. Each board can be viewed as a sortable table, which you can save as a report, and you can store supplier information, price lists, and catalogs within the app to eliminate redundant data entry. Line items are totaled automatically, and all modifications are tracked along with the user responsible for them. Integrate other systems seamlessly using a comprehensive API and signed webhooks, along with available connectors for Zapier and Make. If you are transitioning from Pipefy, the importer facilitates the transfer of boards, cards, comments, and files effortlessly. User roles determine visibility and edit permissions for each participant.
The service costs $12 USD per editor monthly, while there is no limit on free viewers. You can test the platform for thirty days without any charges or credit card requirements.
API Access
Has API
API Access
Has API
Integrations
Make
Zapier
Pricing Details
$29/month
$29/month for solo user, $49/month for up to 5 users. No per user rate. Annual rate is also available.
Free Trial
Free Version
Pricing Details
$12/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Straight Talk Marketing
Founded
2026
Country
United States
Website
rightstage.straighttalk.marketing/
Vendor Details
Company Name
Track40
Founded
2024
Country
New Zealand
Website
track40.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management