Trax OmniVerify & choose your industry
Enter your name, business email and phone, select an industry and verify your email code before the owner account is created.
22 industry templates
CRM templates for
22 industries.
Real estate, automotive, construction, solar, education, healthcare, travel, recruitment and more, each with its own stages, fields and follow-up rules. Pick one when you create your workspace and change anything later.
22 industry templates
Built around the way you sell.
Choose an industry to explore its starting pipeline, data fields and first-response target. Templates organize sales work; they are not inventory, booking or accounting systems.
Your starting workflow
Real Estate
Qualify buyers, schedule viewings and track property negotiations.
First contact target: 15 minutes
Score based on recorded qualification and buying timeline.
InquiryContactedQualified BuyerSite VisitOffer & NegotiationWonLost
Property typePreferred locationBudgetPurposePurchase timelineSite visit date
How it works
Your company. Your workflow.
A simple start for owners, a focused daily workspace for the team.
Invite your people
Add their name, email and role. They receive a secure, expiring link and set their own password. Each person can connect a personal sender.
Work the next opportunity
Capture or import leads, assign them fairly, follow your industry stages and record progress. The owner sees the full company picture.