Track customers, plan next steps, take notes, and collaborate — all in one tailored workspace.
Built by and for Solution Architects who were tired of juggling spreadsheets, CRMs, and post-its.
TechCorp Enterprise
DataFlow Solutions
Global Systems Inc
AI Auto Triage
Auto-matched 3 emails from techcorp.com domain → TechCorp Enterprise customer
You're managing complex technical relationships, not just sales leads. Your workflow deserves better.
Post-its, emails, Slack messages. Your customer insights are everywhere except where you need them.
CRMs track "opportunities" but not technical workshops, demos, and proof-of-concepts.
Traditional CRMs think in "leads" and "deals." You think in relationships and technical fit.
"I'll send that diagram Monday." Monday comes and goes. Lost momentum, lost deals.
Create activity, set date, add to calendar
Auto triage wit AI to choose correct Customer
Add notes, attachments, meeting insights
Define action items, schedule follow-ups
Every activity includes: notes, files, next steps, attendees, calendar sync, and AI insights
Present a complete, professional timeline of all activities, interactions, and next steps for any customer account. Perfect for status updates, reviews, and handoffs.
Every interaction chronologically organized with dates, types, and outcomes
All action items and follow-ups visible at a glance
Meeting notes, decisions, and attachments included for full transparency
Show who did what, when, and what's planned next
Generate comprehensive activity reports instantly
TechCorp Enterprise - Q4 2024
Technical deep-dive on integration requirements
Product demo with decision makers
Next Steps:
Initial requirements gathering
Finally, a workspace that matches how Solution Architects actually work.
Never lose an interaction — auto-match calls, emails & meetings to the right customer.
Stay aligned. Plan, track, and complete meetings and follow-ups across all your calendars.
Dedicated space to capture insights and plan what's next — tied to real interactions.
Know where you stand at a glance, across customers, projects, and priorities.
Every feature designed around how you actually work with customers
Watch how Solution Architects track activities from demo to close
Join Solution Architects who've eliminated spreadsheet chaos and never miss a follow-up again.
Everything you need to know about getting started
DealTracker is an AI-powered CRM built specifically for Solution Architects, Sales Engineers, and B2B technical sales teams. It centralizes customer interactions, automates repetitive work, and provides deep AI insights to move deals forward faster.
DealTracker is designed for: Solution Architects who need to track complex technical engagements, Sales Engineers managing demos, workshops, and proof-of-concepts, B2B sales teams using structured methodologies like MEDDIC, and Account Managers who want full visibility into client relationships.
Unlike generic CRMs, DealTracker: Is purpose-built for technical sales, not generic sales pipelines. Integrates MEDDIC methodology natively. Uses AI to generate customer insights, suggest next steps, and automate communication. Minimizes manual data entry with automatic email/calendar matching.
Our AI helps you: Automatically link emails and meetings to the right customer. Generate company profiles, market analysis, and executive overviews. Suggest follow-up actions based on recent interactions. Write personalized, context-aware emails in multiple tones.
Security is a core design principle: Row Level Security ensures each account's data is fully isolated. Multi-Factor Authentication protects logins. Encrypted storage and audit trails for sensitive operations. Full compliance with industry best practices for SaaS security.
Yes — DealTracker supports: Solo users tracking their own deals. Teams with shared workspaces and role-based permissions. Companies from startups to mid-market (10–500 employees).
Yes — DealTracker integrates with: Google Calendar for automatic meeting tracking. Email import for activity matching. Webhooks and APIs for connecting to other systems.
Absolutely. DealTracker allows: Shared customer profiles. Real-time activity updates. Role-based access controls. Manager dashboards for team performance tracking.
We offer per-seat billing so you only pay for active users. Multiple payment providers are supported, and you can manage subscriptions via a self-service billing portal.
Currently, DealTracker supports English and French, with full feature translations and instant language switching.
We work best for: SaaS & software companies. Professional services firms. IT & technology solution providers. Any B2B company with complex, high-value sales cycles.
Setup takes minutes: Create your account. Invite team members. Sync your calendar and start tracking deals immediately.
We never sell customer data. Your information is stored securely, access is controlled, and all operations are logged. You control your data and can export it at any time.
On average, teams using DealTracker: Reduce manual data entry by 70–80%. Increase deal progression speed. Improve forecast accuracy with AI-driven insights.
Yes — we offer both: A free trial so you can explore all core features. A personalized demo for your team to see DealTracker in action.
Join the waitlist and be among the first to experience the CRM built for Solution Architects.