Connect your tools
Connect your CRM, email and calendar. Tracklibute reads your sales context — deals, conversations, meetings and history — so it understands where every opportunity stands.
Most teams are connected in under an hour. Nothing new for your salespeople to learn.
Give Tracklibute a responsibility
Choose what it should own: qualifying new leads, keeping the CRM updated, making sure leads don't go cold, preparing meetings, monitoring the pipeline.
You hand over a job, not a workflow. No builders, no configuration projects.
Tracklibute handles the work
It researches, qualifies, drafts, updates and monitors — surfacing the actions that need your attention and asking for approval where it matters.
Your team reviews what's ready, approves what's sensitive, and spends the rest of the time selling.
AI handles the work. Your team stays in control.
Tracklibute drafts, researches, updates and monitors on its own. But sensitive actions can require explicit human approval — you decide which ones. Nothing goes out or changes in your CRM without a person saying yes.
- Sending an email to a prospect
- Changing important CRM fields
- Updating deal stages
- Any external communication
Approvals queue
Follow-up to Acme Enterprise
Drafted 20 min ago
Stage change: Globex Ltd → Negotiation
Detected from email thread
Proposal follow-up: Northwind Traders
Drafted 1 hour ago
What a day with Tracklibute looks like
The operational work around selling, handled quietly in the background.
8:40
New leads from your website and campaigns researched and qualified overnight.
9:15
A personalized follow-up for a warm lead is drafted and waiting for your approval.
11:00
Before your 2 pm call: a one-page brief with account history, open threads and suggested talking points.
15:30
Two deals with no activity for 10 days are flagged, with a nudge drafted for each.
18:00
The CRM is up to date — contacts, notes and stages — without anyone touching it.
What you never have to do
Tracklibute is a responsibility you hand over, not a platform you build.