Let your CRM do the work

Automate your sales pipeline, ongoing work and projects


Organise your leads pipeline, ongoing framework and projects using visual workflow and project boards.


Collaborate with your team members and partners using deal notes, task, live chat and visual status tools.


Connect with clients using integrated VoIP phone, SMS, E-Mail, live chat and Client Portal.


Allocate tasks, create notifications, updates and reminders and produce documents with workflow automation.

Salestrekker Application

Suitable for: Finance and Insurance, Accounting, Real Estate, Recruitment, Software Development, Project Management, Call Centers, Customer Service

Chrome iPad

Key features making your work easier

Full CRM functionality

All clients and deals in one place

Client Portal access

Give your clients access to their deals

SMS & E-Mail marketing

Segment your database and market with ease

Workflow automation

Automate tasks, documents and notifications

Integrated VoIP Phone

Make, receive and record calls in application

Video chat and Screen sharing

Make and record, video and screen sharing calls

Updates and reminders

Set up an extensive choice of updates and reminders, based on deal and task statuses

Access on the go

Access Salestrekker and its powerful features from any device, from anywhere in the world

Notes, tasks and files

Ensure your deals are up to date using notes, tasks and files. Save all E-Mails, calls and SMS messages in deal notes

Task automation

Automate task and due date allocation to your team members wih workflow stage change

Document automation

Create documents from your templates and E-Mail them directly to your client for electronic signatures

SMS integration

Send branded and personal SMS messages from Salestrekker. Automation notifications, updates and reminders

Permission controls

Control level access your users have, allowing access based on team membership or deal ownership

Graphic charts and statistics

Graphic charts representing team and organisational performance and statistics

Custom reporting

Pre-built and custom built reporting capability. Export reports in PDF or CSV formats

Fully customisable

Create custom workflows, status indicators and segments. Customise to your organization branding

Live Chat

Collaborate with your team and connect with your clients using Live Chat feature

Contact management

Maintain your database with the extensive contact detail fields

API Integrations

Integrate your favourite applications with Salestrekker using a well documented API access

iOS and Android applications

Access Salestrekker using an application for your favourite mobile device. Client Portal access via App

E-Mail BCC

Copy your incoming E-Mails to a Deal to keep all Deal information in one place

Export and backup data

Export your contacts, deals and notes to backup your information and maintain full ownership of your data

Import data from your old CRM

Easily import data from your existing CRM by mapping deals, contacts and more using a CSV file

Encryption and security

Full encryption on login, transfer and storage ensuring your data remains safe at all times




user/month (+GST)

  • Deal tracking and reporting
  • Contacts and customer fact-find
  • Partner Portal access
  • Client Portal access
  • Workflow automation
  • Dynamic templates
  • E-Mail to Deal notes
  • Merge documents
  • Collaboration tools
  • eDocument Signatures
  • Video, Phone and SMS
  • Screen Sharing and recording
  • E-Mail and SMS marketing
  • Add your own branding
  • Criteria-based automation
  • Content merging
  • Templates
  • Customer support
  • Next business day
  • Via E-Mail
  • Video tutorials and Knowledge base

Mortgage Broker


user/month (+GST)

  • Broker tools
  • Home Loans
  • Asset Finance
  • Compliance documents
  • Commissions reporting
  • Lender gateway access
  • Customer support
  • Same day, during business hours
  • Via Live Chat and E-Mail
  • Video tutorials and Knowledge base



for custom tailored quote

  • Personalised set-up
  • Customisation assistance
  • Dedicated account manager
  • Dedicated infrastructure
  • Customer support
  • Same day, 24h on business days
  • Phone, Live Chat and E-Mail
  • Video tutorials and Knowledge base

Take a tour of Salestrekker

Get in touch with us

Still have questions? Please feel free to contact us.

Our headquartersLevel 23, 520 Oxford Street Bondi Junction NSW 2022, Australia

Speak to us+61 02 9037 7350

Drop us a messageSend E-Mail