The CRM

A CRM that already speaks your industry.

Stop bending a blank database into your business. CxTrack ships with 12 industry templates, so the fields, pipelines, and language on every screen match the work you actually do. Then the record keeps itself current.

Built for your trade

Twelve templates. One that fits day one.

Each template configures the records, pipeline stages, and labels a vertical lives by. Pick yours and the CRM opens already set up. It is still fully yours to reshape after.

Healthcare

Patients, appointment flows

Real estate

Contacts, deal pipeline

Mortgage broker

Borrowers, applications

Legal services

Clients, case pipeline

Contractors

Clients, estimates, jobs

Tax & accounting

Clients, engagement letters

Distribution & logistics

Accounts, order pipeline

Gyms & fitness

Members, membership pipeline

Brick & mortar

Customers, custom orders

Agency

Clients, proposals, projects

Construction

Clients, bids, projects

General business

Customers, quotes, pipeline

The record that maintains itself

Less data entry. More of the work that pays.

The point of a CRM is the conversation, not the upkeep. CxTrack keeps the customer record honest in the background so your team does not have to.

One record, every signal

Calls, emails, quotes, invoices, appointments, and documents hang off a single customer record. No tab-switching, no reconciling exports.

A timeline that writes itself

Every touchpoint lands on the customer's timeline automatically. The voice agent, your inbox sync, and the calendar all write back here.

Bulk actions at scale

Tag, assign, and move hundreds of records through a pipeline stage in one pass. Built for the cleanup days, not just the demo.

Duplicate detection

Surfaces likely duplicates before they cost you a deal or embarrass your team in front of a client, then merges them cleanly.

Custom fields and stages

Every template is a starting point. Add unlimited fields, rename labels, and reshape pipeline stages to match how your business actually runs.

Customer wiki

Durable, structured knowledge about each account lives alongside the record. The whole team works from the same context, not scattered notes.

From zero to running

Set up in an afternoon, not a quarter.

Pick your industry

Choose your vertical and CxTrack configures the fields, labels, pipeline stages, and automations that match how that industry works.

Bring your data in

Import from a spreadsheet or migrate from your current CRM. Fields auto-map and duplicates get flagged, so your records arrive clean.

Work the way you run

Reshape any part of the template, then let the timeline, automations, and AI keep the record current while you focus on the conversation.

Questions, answered

What makes CxTrack different from a generic CRM?+

CxTrack ships with 12 pre-built industry templates for verticals like healthcare, real estate, mortgage, legal, and more. Each template carries the custom fields, pipeline stages, and labels that vertical actually uses, so you are not bending a blank CRM into shape on day one.

How do the industry templates work?+

You select your industry and CxTrack auto-configures the CRM with the right fields, labels, pipeline stages, and automations. A dental clinic gets patient records and appointment flows. A mortgage broker gets application tracking. The vocabulary on every screen matches your trade.

Can I migrate data from my existing CRM?+

Yes. CxTrack supports spreadsheet imports and direct migration from common CRMs. The system auto-maps fields and flags duplicates during import, so your data arrives clean and organized rather than as a pile to sort later.

Can I add custom fields beyond the template defaults?+

Every template is a starting point. You can add unlimited custom fields, rename existing ones, create custom pipeline stages, and build new automations on top of the template foundation. The template gets you moving; your configuration is yours.

Does it work on mobile?+

CxTrack is fully responsive and works in any mobile browser. Your team can reach contacts, update deals, and respond to leads from any device, with nothing to install.

What does the CRM connect to?+

CxTrack works natively with Microsoft 365 and Outlook, Google Workspace, Cal.com, Stripe, and QuickBooks Online, with voice and SMS handled in-platform. For the rest of your stack, we build the integrations that matter to your workflow.

One platform for the work you
keep paying six tools to do.

Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.

Built in Canada. Every engagement scoped to your business.