Every Customer. Every Interaction. Automatically Tracked.
Ingenious Track is a CRM built for service businesses — one that actually fills itself in. Every call, every booking, every follow-up logged automatically. No manual entry. No lost leads.
What Gets Tracked Automatically
CRM Built for How Service Businesses Actually Work
Auto-Populated Records
AI fills contact records from calls, emails, and SMS. Zero manual entry from your team.
Visual Pipeline
See every customer's stage at a glance — lead, estimate, booked, completed, repeat, or lost.
Smart Follow-Up
Rules-based automation triggers follow-up texts, emails, or calls at exactly the right time.
Revenue Reporting
Track jobs closed, revenue per tech, and ROI by marketing channel — all in one dashboard.
Service Area Mapping
Geographic view of customers and jobs. Route techs efficiently and identify expansion opportunities.
Deep Integration
Two-way sync with ServiceTitan, Jobber, HubSpot, Salesforce, and 40+ platforms.
Ingenious Track FAQ
Both. Ingenious Track is a full-featured CRM you can use as your primary system, or it can sync bidirectionally with Salesforce, HubSpot, and 20+ other CRMs as a layer on top of your existing setup.
Every call handled by Ingenious Voice automatically creates or updates a contact record with the call transcript, outcome, and any booked appointments. Zero manual data entry.
Yes. Multi-location businesses can track customers across all locations, assign them to specific territories, and roll up reporting at the enterprise level.
Automatically. Set rules like 'follow up if estimate not accepted within 3 days' and the system handles the rest — via text, email, or AI voice call.
See Your Customer Pipeline Come to Life
Book a demo and we'll walk through the Ingenious Track dashboard with your industry's data model already configured.