Too Many Spreadsheets
Teams lose track of which file is current and customer information remains scattered between people.
CUSTOMER TRACKING SOFTWARE
Track Your Customers from One System Instead of Spreadsheets
Bring customer information, interaction history, proposals, tasks and sales opportunities together in one customer record. Give your team a complete view of every customer.
All customer information in one place
Customer interactions and activities kept in one history
Shared tasks, reminders and follow-ups across the team
No credit card required. Try it free for 14 days.
app.dinamikcrm.com
AJ
Alex Johnson
ABC Technology Inc.
Active Customer
Phone
+1 555 000 0000
Email
alex@company.com
Sales Representative
Michael Reed
Activities
Opportunities
Proposals
Notes
Customer call completed
New proposal details were discussed.
Today, 10:32
Proposal sent by email
Enterprise CRM package was sent.
Yesterday, 16:45
Follow-up task completed
2 days ago
360° Customer View
Activity History
Tasks & Reminders
Sales Opportunities
Communication Tracking
Real-Time Reporting
SIMPLIFY CUSTOMER TRACKING
Scattered Customer Data Creates Scattered Follow-Up
Customer information stored across spreadsheets, personal notes, phones and different applications costs time and makes sales opportunities easier to miss.
Notes Stay with Individuals
Customer conversations cannot be viewed consistently by the whole team.
Interactions Get Lost
It becomes difficult to know who contacted a customer, when they did it and what was discussed.
Follow-Ups Are Forgotten
Customers who need another call or follow-up can disappear in the daily workload.
Team Visibility Decreases
Managers cannot easily see the current status of each customer.
Reporting Takes Time
Customer and sales reports require information from multiple files to be combined manually.
AJ
Alex Johnson
ABC Technology Inc.
Active Customer
Phone
+1 555 000 0000
Email
alex@company.com
Sales Representative
Michael Reed
Activities
Opportunities
Proposals
Notes
ONE CUSTOMER RECORD
A Complete 360° View of Every Customer
View customer information, interaction history, sales opportunities, proposals, notes and tasks from a single screen.
Manage phone, email, address and company information centrally.
See previous calls, interactions and activities chronologically.
Track open sales opportunities and proposals together with the customer.
Share customer tasks, notes and next actions across your team.
FOLLOW-UPS & REMINDERS
Never Forget a Customer Follow-Up
Turn next actions into tasks, define follow-up dates and make your team's customer follow-up process more systematic.
Create customer-specific tasks and follow-up dates.
Assign tasks to team members and track completion status.
Use automation to simplify recurring customer follow-ups.
Customer Interaction
Follow-Up Task
Reminder
COMMUNICATION HISTORY
Bring Customer Communication into One Place
Connect customer interactions from phone, WhatsApp, email and SMS with your CRM customer records.
Phone
WhatsApp
Email
SMS
EXCEL OR CRM?
Is Excel Enough for Customer Tracking?
As your customer base and team grow, file-based tracking becomes harder. CRM keeps customer information centralized and continuously updated.
Feature
Excel
DinamikCRM
Customer information management
Manual
Centralized
Interaction history
Limited
Complete history
Follow-ups and reminders
Manual follow-up
Tasks and reminders
Team visibility
File-based
Real-time team visibility
Reporting
Manual reports
Real-time reporting
INTEGRATIONS
Connect Customer Tracking with the Systems You Use
Connect phone, messaging and other business applications with DinamikCRM to reduce customer data scattered across different systems.
Start Organizing Customer Follow-Ups Today
Bring customer information into one system and make your team's customer follow-up process visible.
FREQUENTLY ASKED QUESTIONS
About Customer Tracking Software
What is customer tracking software?
Customer tracking software is a CRM solution that helps businesses centrally manage customer information, conversations, tasks, proposals, sales opportunities and other customer activities.
Why use customer tracking software instead of Excel?
CRM-based customer tracking software keeps information centralized, gives team members access to the same data and provides structured task, reminder, activity history and reporting capabilities.
Can I track customer interactions?
Yes. DinamikCRM lets you track customer activities, interaction notes and related history together with each customer record.
Can I create tasks and reminders for customers?
Yes. You can create customer-related tasks, assign responsible team members and manage follow-up activities with your team.
Can I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days without providing a credit card.
Ready to Track Your Customers More Effectively?
Manage customer information, interactions and follow-up processes from one CRM platform.