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Best customer tracking software

Keep track of clients, get reminders to reach out, and store documents in one place with OnePageCRM.

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customer tracking software play
checked Follow-up reminders
checked Client profiles
checked Documents
checked Calendar
checked Centralized database

Top customer tracking tools

follow-up reminders

Track customer interactions

OnePageCRM helps you keep an eye on every customer:

— Get reminders to reach out to clients,
— Record what you need to follow up on,
— Mark calls or meetings as complete.
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prioritized list of tasks

Looking for software to keep track of clients?

OnePageCRM is a simple client tracking system. This CRM automatically prioritizes your contacts and organizes them in a color-coded list.

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easy to use crm with a simple setup
central database

Centralize customer data

Build profiles for every client:

— Upload documents, contracts, and files to customer pages,
— Keep all customer information in one place for easy access,
— Track business-specific data with custom fields.

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email tracking

Send and receive emails

Keep email conversations in one app:

— Track email opens to gauge their interest,
— Send and receive emails inside your CRM,
— Create custom email templates and more.
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crm email integration
customer tracking software play

Customer tracking in action

See how OnePageCRM can help you track customers, calls, follow-ups, and other interactions.
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sales pipeline
sales tracking

Track progress

Understand where each customer is in your funnel:

— Customize stages,
— Drag-and-drop deals or projects,
— Manage post-sales processes.
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customer reporting

Keep an eye on progress

— Track the number of calls and meetings with Targets Widget,
— Visualize insights in an interactive dashboard,
— Set up automatic email reports to be automatically delivered.
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customer tracking software
mobile crm
mobile crm software

Track interactions on mobile

Access customer data from anywhere:

— Log customer interactions and changes even on the road,
— Receive mobile notifications about upcoming interactions,
— Use a free AI-powered navigator to build optimal routes for customer visits.
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free online forms

Track client requests

Use free web forms to:

— Get inquiries from customers,
— Auto-create new CRM contacts,
— Set up follow-up reminders.
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custom web forms
calendar agenda
calendar appointments

Manage your daily agenda

Get an overview of your daily tasks:

— Reminders and meetings,
— Workload visualization,
— Simple interface.
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Integrate with other customer tracking tools

Connect OnePageCRM to other software to easily track customer data from one app.
crm integrations
    CRM integrations
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Reviews about OnePageCRM for customer tracking

Here’s what other businesses say when using OnePageCRM as customer tracking software.

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Best customer tracking software

This simple CRM software has everything your small business needs to track customers and organize work from one app.
contact profile
Client profiles
Upload files, add attachments, store emails on customer pages.
customer success stories
Simple interface
Track customer interactions in a user-friendly app with a lightweight interface.
Data security
With its strict data policies, OnePageCRM protects your data 27/7/365.
kanban sales pipeline
Light project tracking
Use a Delivery pipeline for won sales deals and manage your operations.

The best customer tracking software

David wanted to find software would help him manage the recruiting processes and build long-term relationships with agents. He found OnePageCRM, which keep track of notes, activities, emails, and all other information.

"I track notes and activities in OnePageCRM so I can remember what I need to do next."

david fent
David Fent

Regional Manager at Advocate Health Advisors

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The best customer tracking software

Track clients, customer interactions, and follow-ups with this simple CRM software.
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No credit card required • 21-free day trial • Quick and easy setup
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FAQ about Customer Tracking Software

  • What is customer tracking software?

    It’s an app to keep tabs on who your customers are, what you’ve talked about, and what you need to do next. The app tracks and centralizes all of this information so you don't have to rely on memory.

  • How to track customers?

    Customer tracking requires you to diligently log every interaction, add follow-up reminders for next steps, and update customer data as things change.

  • What is the best customer tracking software?

    The best customer tracking software depends on your needs. A notepad works… until it doesn’t. Spreadsheets are fine for lists, but it won’t remind you to follow up. A simple CRM centralizes all data and reminds you to reach out.

  • What customer information should you track?

    The answer depends on what data you need and for what purpose. For personalized outreach or account management, you can start with tracking the most up-to-date contact details and past conversations.

  • Should I track as much data as possible?

    Tracking more data doesn't mean better results. Focus only on what matters and helps you make decisions.
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