Say what you need
Ask your AI assistant for a report, the list of leads still waiting, a follow-up or an assignment.
Headless CRM for sales teams
Ask your assistant how your funnel is doing. You decide.
Your AI assistant does the work through your account, and the dashboard stays clean for reviewing and approving. Ask it how your funnel is doing, who is still waiting for a first reply, and which follow-ups are overdue.
Your AI assistant
Today
You: How is the funnel this week, and who is still waiting for a reply? Draft a reply for Andrés.
Assistant: Several leads are still waiting for a first reply. I put the funnel by stage and the draft for Andrés in front of you. A person approves it before it goes out.
- Done
Funnel report
This week's leads, by stage and by source. Numbers only.
- Done
Leads waiting for a first reply
Some have already passed the 15-minute target.
- Needs your OK
WhatsApp reply for Andrés
Draft ready. A person has to approve it before it is sent.
You ask. Your team decides.
Your team stays in control
When your assistant asks to assign many leads, import or export a list, or send a WhatsApp reply, a person approves it inside trackgrid, never in the chat.
Ask it the way you would ask a colleague
Your assistant handles the routine work. Your team decides what matters.
Who still hasn't received a reply today?
Lists the leads still waiting for a first reply, overdue ones first.
How is the funnel doing this month, by source or by rep?
Counts the leads in each stage and how many reached each one. Numbers only, without opening each record.
How long did it take us to answer website forms this week?
Gives the typical reply time and the slowest cases, in minutes. For now it measures forms from your maketa site, not WhatsApp.
What changed in the funnel since we last checked?
Tells you what changed since the last check: stages, assignments, notes and approvals.
Assign this week's new leads to Laura.
If your assistant assigns several at once, it waits for approval in trackgrid. One lead is assigned right away.
Set a follow-up for Sofía Herrera on Thursday morning.
The follow-up gets a due date on her record and shows on your list once it is due soon or overdue.
Everything to see your funnel and reply on time
One funnel for every source
Leads from forms on your maketa site, WhatsApp, manual entry or CSV land in the same funnel, with the stage names your company uses. Each rep sees only their own.
Reports from one question
Ask for the funnel by source or by rep: how many leads are in each stage and how many reached it. Numbers only, without opening each record.
Replies on time, dated follow-ups
Each form or WhatsApp lead has a 15-minute target for a first reply, and the dashboard puts overdue leads first. Follow-ups show on the list once they are due soon.
Assign each lead to a rep
Assign one at a time, with a reason when you reassign. Bulk assignments your assistant asks for wait for approval, and imported leads arrive unassigned.
Your team works from a phone
Each rep sees their leads and follow-ups in the phone browser, and can call, add a note or move a lead to another stage from there.
WhatsApp from the lead's record
Reply from the lead's record, within the 24 hours WhatsApp allows after the lead's last message. Replies your assistant asks to send wait for a person's approval.
Built for peace of mind
Off until an admin turns it on
Assistant access starts off. The owner or an admin turns it on for your company and can switch it off at any time.
Every action on record
See who asked, which connection made the change, and what changed in trackgrid.
Contact details stay hidden
Phone numbers and emails show masked to your assistant, unless the person allows full details.
Each person connects their own account
Each connection has its own permissions: read, write, full contact details or conversations. You can revoke it at any time.
How it works
- 1
Turn on assistant access
The owner or an admin turns it on for your company, and it can be switched off at any time.
- 2
Connect your own account
Each person connects their account and chooses its permissions. Full contact details and conversations only if they tick them.
- 3
Ask in plain words
Ask for a report, who is still waiting for a reply, a lead's history, an assignment or a follow-up.
- 4
Approve what matters
What your assistant asks for (bulk assignments, imports, exports or WhatsApp replies) waits for a person inside trackgrid, never in the chat.
Plans and pricing
TODO(Ricardo): placeholder prices
Free
To try trackgrid with a small team.
$0USD/month
- 2 users
- 500 contacts
- 200 assistant changes a month
Recommended
Pro
For sales teams that already work with an AI assistant.
$49USD/month
- 3 users per company
- Extra users at 19 USD a month each
- 10,000 contacts
- 2,000 assistant changes a month
Business
For bigger teams that need more users.
$149USD/month
- 10 users
- Extra users at 19 USD a month each
- 10,000 assistant changes a month
Questions
Do I need to know anything technical?
No. You talk to your assistant the way you would to a colleague. The trackgrid dashboard also shows your funnel, your leads and the approvals waiting for you.
How does my AI assistant connect?
With MCP, an open standard for connecting AI assistants to apps. The owner or an admin turns access on, and each person connects their own account. You can revoke the connection whenever you like.
Can the assistant I connect message a lead on its own?
No. An assistant you connect never sends a WhatsApp message unless a person approves it in trackgrid. If the owner or an admin lets assistants use WhatsApp (it starts off), it can leave drafts for review. Letting it ask to send replies is optional and also starts off.
Who does the assistant act for?
For the person who connected it, with their role and nothing more. A rep's assistant sees only that rep's leads. Every action is on record: who asked, which connection made it, and what changed. Phone numbers and emails stay hidden unless the person allows full details.
Can I bring in my existing leads?
Yes, from a CSV file of up to 500 rows. You see a preview with how many are new, and nothing is saved until a person confirms. Anyone already there is counted in the preview and skipped; nothing is merged.
Do I need a maketa website to use it?
No. trackgrid works without one: add leads by hand, from a CSV or from WhatsApp. If you have a maketa site, its forms reach trackgrid on their own, with the consent each person accepted.
Can my team turn assistant access off?
Yes. The owner or an admin can switch it off at any time, and the trackgrid dashboard keeps working.