Trax OmniVerify your email
Create your company owner account using your email verification code.
Trax Omni feature guide
CRM features that
keep every lead moving.
See what each tool does, where to open it and how your team can use it. These screenshots come from the working Trax Omni CRM with sample records.
Start in four simple steps.
Verify your account, choose your industry, invite your team and work your first lead.
Choose your industry
Start with sales stages and qualification fields that suit your business.
Invite your team
Send secure invitations and choose each person’s role.
Work your first lead
Record the inquiry, assign an owner and set the next follow-up.
01 · Leads & assignment
Capture leads and give every inquiry an owner
Keep incoming interest in one sales workspace. Record the person, company, source and next step so the team knows who should follow up.
- Add a lead from the Leads page, import your records, or configure an authorized source.
- Record contact details and choose the relevant industry fields.
- Assign the lead yourself or enable rotation across eligible employees. Repeated source deliveries are checked to reduce duplicate records.
Automatic capture from external services requires authorized provider setup.
02 · 22 industry workflows
Use the stages your industry understands
Real estate needs viewings and negotiation. Fashion needs product details and dispatch. Choose the sales structure that fits your business.
- Choose your industry when creating the company workspace.
- Use its starting stages, typed qualification fields and first-response target.
- Move the opportunity through each stage and inspect its recorded history.
These are sales workflows. Inventory, booking availability and accounting are separate systems.
03 · Personal email & inbox
Work from your own email address
Keep the sender personal and the conversation connected to the lead. Each teammate connects an authorized mailbox of their own.
- Open My email and connect Gmail, Outlook or approved SMTP.
- Open a lead to prepare a message; use Inbox for supported synced conversations and reply drafts.
- Send or schedule the message and review its status. Enabled open/click signals are indicators, not proof the recipient read a message.
Live sending and inbox sync require provider authorization. The screenshot shows the actual connection screen.
04 · Tasks & follow-ups
Make the next action easy to find
A clear task is easier to act on than a forgotten note. Keep due dates, responsibility and context beside the opportunity.
- Create a follow-up task, or let an enabled industry rule create it.
- Set the responsible person and a due date; use your own daily task list.
- Complete or reschedule the task. Use scheduled messages and playbooks for a sequence of follow-up steps.
Physical phone notification delivery still needs release-device validation.
05 · Owner reports & activity
Understand the company picture
See the pipeline, won revenue and upcoming work in one view. Inspect the records behind a number before making a decision.
- Open the company owner overview for current sales totals and stage distribution.
- Review company reports and recorded activity by team member.
- Follow overdue work or open an opportunity to understand its next step.
Company reports are reserved for the company owner. Staff see their own assigned work.
06 · Forecasting
Plan ahead with recorded opportunities
Combine closed revenue and weighted opportunities to explore the pipeline and possible outcomes.
- Record opportunity values, expected dates and qualification details.
- Open Forecast to review weighted pipeline, scenarios and period totals.
- Inspect contributing opportunities and update the records as the sales situation changes.
Forecasts are estimates based on recorded data, not guaranteed future revenue.
07 · Private roles & invitations
Give each person the right workspace
Your company owner manages the team. Managers and employees focus on the work assigned to them.
- Invite a teammate using their name, email and manager/employee role.
- They set their own password through the secure invitation and verify their email code.
- They sign in to their own workspace. The owner can inspect company-wide activity without exposing coworkers’ records to staff.
The CRM platform owner is a separate Super Admin role; public signup does not create it.
08 · Voice notes & card capture
Capture context while you work
Save a short encrypted voice note with a lead or review contact fields from a business card.
- Open a lead, select Voice notes, then record up to 60 seconds or upload supported audio.
- On Leads, choose Scan business card. Paste card text for manual import, or use a photo with the configured AI provider.
- Review every extracted field before adding the lead. Lead assistant drafts also require consent and review.
Photo extraction and AI drafts need server configuration and provider access. Physical mobile capture remains release verification.
09 · Advertising connections
Connect accounts and inspect campaign activity
Company owners can inspect approved Meta ad accounts, campaigns and recent spend, and create a paused lead campaign.
- Connect Meta with approved advertising permissions, then open Campaigns → Meta accounts & ads.
- Choose an account to inspect campaigns and the last seven days of reported activity.
- Create paused ad bundles using approved Meta or TikTok assets and lead forms. Review the advertiser currency and budget before approving publication. Connect TikTok Business and choose each form’s storage region for native imports.
Provider credentials, approved assets/forms and permissions are required. TikTok imports poll every 15 minutes; live delivery and advertising spend must be verified with your account.
08 · Account security
Protect access without complicating daily work
Verified accounts and clear role boundaries keep access controlled. Staff can add an authenticator when they want extra protection.
- Verify your email once when creating or activating your account.
- Enable an optional authenticator in account security and keep the recovery codes privately.
- Use sign out or sign out all devices when needed. Super Admin production access also requires email code, authenticator and approved IP.
Security controls reduce risk. Live hosting protection and independent security review remain release work.
09 · Sequences
A follow-up that keeps moving.
Build a sequence with tasks, waits, conditions and message drafts.
- Open Management → Sequences.
- Choose an enrollment trigger and ALL/ANY matching rules.
- Arrange steps, add a forward branch and enroll the right lead.
- Review generated drafts separately before sending.
Sequences stop on reply, closure, reassignment or lost access. They create drafts, not automatic sends.
10 · Sales Copilot
Preview the next move before changing records.
Ask for hot leads, inactivity filters or follow-up drafts.
- Open Today → Copilot.
- Use a supported request, such as “top 5 hot leads with no activity for 3 days”.
- Review the matching records and draft/task details.
- Confirm before CRM drafts or tasks are created.
Local interpretation works without an external model. Optional AI needs consent and a configured provider; no email is sent by Copilot.
11 · Personal calendar
Keep meetings beside your lead work.
Save a meeting and reminder, then publish it to an authorized personal calendar.
- Open Sales → Calendar.
- Choose a lead, explicit start/end times and timezone.
- Save the CRM meeting and reconnect Google/Microsoft with calendar permission.
- Review and publish; cancel removes the linked reminder.
Provider acceptance requires your approved account and permissions. No guest invitations are sent by this build.
12 · WhatsApp Business inbox
A conversation with a clear next step.
Read incoming text and review your company WhatsApp replies.
- Connect an approved WhatsApp Business phone and HTTPS webhook.
- Open Communication → WhatsApp inbox.
- Review incoming lead messages or link owner-triage messages carefully.
- Save a reply draft and confirm the full recipient/message before sending.
Free text needs an open service window; approved business templates require confirmed customer opt-in. Media is shown as a notice.
13 · Workspace customization
Make the fields fit your business.
Create typed fields and arrange your personal Today dashboard.
- Open Management → Customize.
- Add a text, number, date or select field.
- Choose required and owner-only visibility where appropriate.
- Drag dashboard widgets, or use Up/Down on a phone, then save your layout.
Owner-only values are protected in staff API responses. Removing a field removes its stored lead values. Required fields apply to manual entry; authorized provider capture is retained for review.
Choose the right view.
Company owner: company records, team and reports. Manager/employee: assigned records and their own tasks. Platform owner: separate administration across companies.
Company owner: company records, team and reports. Manager/employee: assigned records and their own tasks. Platform owner: separate administration across companies.