MODERN CRM + FULL ERP OPERATING SYSTEM

Every relationship.
Every operation.
One clear system.

TraxCRM connects customers, sales, finance, inventory, procurement, people, projects, service and federal contracting in a configurable platform built for SaaS and on-premise deployment.

Create a new company →Build your CRM
95+ connected demo records45+ business modules100% dynamic configuration
trax-systems.com/app
Actual TraxCRM overview dashboard with live metrics and widgets
● LIVEOne source of truthCRM, operations and finance connected
BUILT AROUND THE COMPLETE BUSINESS LIFECYCLECaptureSellDeliverSupportInvoiceAccountAnalyze
THE PLATFORM

Built to replace disconnected tools—not add another one.

Every module uses the same records, permissions, comments, files and audit history. Names and relationships stay clickable, fields pull from related modules, and data remains retained when a paid module is paused.

↗

CRM & Sales

A complete relationship and revenue engine from first touch to closed business.

  • ✓Leads and web-to-lead conversion
  • ✓Accounts and contacts
  • ✓Opportunities, stages and forecasting
  • ✓Activities, calendar and recurring meetings
  • ✓Campaigns and mailing lists
▧

Sales Operations

Connected commercial documents and catalogs with controlled pricing.

  • ✓Products, services and price books
  • ✓Quotes → sales orders → invoices
  • ✓Taxes, discounts and currencies
  • ✓Professional PDF documents and printing
  • ✓Excel, CSV and mass import/export
▦

Inventory & Procurement

Trace purchasing, suppliers and stock across the operating lifecycle.

  • ✓Vendors and purchase orders
  • ✓Warehouses and stock levels
  • ✓Transfers, receipts and returns
  • ✓Delivery and credit notes
  • ✓FIFO, weighted-average and standard costing foundation
$

Finance

A connected financial workspace for cash, obligations and reporting.

  • ✓Chart of accounts and journal entries
  • ✓Accounts receivable and payable
  • ✓Payments, bills and expenses
  • ✓Tax and multi-currency controls
  • ✓Financial tracking and audit-ready history
♙

HR & People

Manage the employee lifecycle alongside operational and financial data.

  • ✓Employees and departments
  • ✓Roles and reporting relationships
  • ✓Leave requests and approvals
  • ✓Payroll and GL connections
  • ✓User images and employment records
◉

Service & Projects

Deliver work, support customers and retain knowledge in one place.

  • ✓Cases, SLAs and email-to-case foundation
  • ✓Service contracts and customer portal
  • ✓Knowledge base and documents
  • ✓Projects, tasks and milestones
  • ✓Gantt-ready planning and resourcing
US

GovCapture OS

A dedicated U.S. federal capture and contract-billing command center.

  • ✓Solicitations, agencies and acquisition pathways
  • ✓Capture velocity and execution strategy
  • ✓FAR 52.219-14 review indicators
  • ✓Subcontractor sourcing and flow-downs
  • ✓CLIN funding, WAWF/PIEE, IPP and Prompt Payment
⚙

Platform & Administration

Shape the system without rebuilding it and control access at every level.

  • ✓Module, section and field builder
  • ✓Relationships and dynamic lookups
  • ✓Users, roles and field-level permissions
  • ✓Workflows, approvals and audit history
  • ✓Health checks, cache controls and tenant oversight
GOVCAPTURE & CONTRACT BILLING OS

Federal capture intelligence meets contract-level billing control.

Move from solicitation qualification through subcontractor execution, CLIN funding and government payment without losing the compliance trail.

01Capture command centerAgency, solicitation, acquisition path, bid velocity, execution model and deadlines.02Compliance and subcontractingFAR limitation review, similarly situated entities, flow-downs, NDAs and prime margin.03CLIN and Prompt PaymentFunded balance enforcement, WAWF/PIEE and IPP tracking, rejection resolution and 30-day clocks.
Open GovCapture OS →
Actual TraxCRM GovCapture dashboard with capture, compliance, CLIN and payment informationActual GovCapture workspace
INTRODUCING TRAX AI

Move from a blank page to a useful next step.

Trax AI is an in-app assistant for everyday CRM and ERP work. Ask for practical guidance, create a first draft, and keep the final decision with your team.

01
Draft fasterPrepare a polite sales follow-up from a prompt, with placeholders ready for your review.
02
Make workflows clearerGet plain-language explanations of CRM processes and operational best practices.
03
Start reviews with a planGenerate practical checklists for pipeline reviews and recurring business routines.
Explore plans with Trax AI →Available with Enterprise + Gov or the Advanced Platform & AI add-on.
✦
Trax AIBusiness guidance and reviewed drafts
READY
YOUR PROMPT

Draft a polite follow-up after a sales meeting.

TRAX AI DRAFT · REVIEW BEFORE USE

Hi [Contact name],

Thank you for taking the time to meet with us. I enjoyed learning more about [their priority].

Would you be available to discuss the next steps this week?

Editable starting point · Nothing is sent automatically
✦   Your prompt is sent to the configured AI provider. CRM records are not connected to Trax AI yet.
EVERYDAY PRODUCTIVITY

Details designed for the people doing the work.

TraxCRM combines enterprise-level control with a clean interface that remains fast to understand.

01

Dynamic records

Inline editing, connected lookups, quick-create and record images that follow the record everywhere.

02

Views & analytics

List and Kanban views, rearrangeable dashboard widgets, live counts, charts and clickable metrics.

03

Documents

Module-level Excel/CSV/PDF export plus document-formatted invoices, quotes, orders and government invoices.

04

Governance

Comments, editable personal comments, user/date/time audit trails and role controls down to individual fields.

05

Multi-tenant SaaS

Company registration, selectable modules, retained data, seven-day evaluation and plan entitlements.

06

Deployment freedom

Central SaaS architecture plus packaged source, Cloudflare deployment and single-server Plesk pilot path.

DEPLOYMENT ARCHITECTURE

Start centrally. Deploy privately when the business requires it.

A modular-monolith foundation keeps delivery practical today and creates clean service boundaries for future scaling.

☁

Multi-tenant SaaS

Self-service company registration, seven-day trial, package entitlements, retained inactive data and super-admin subscription visibility.

⌂

On-premise path

Full-source releases, database migrations, deployment documentation and Plesk pilot packaging for controlled environments.

✦

AI, with human oversight

Trax AI helps with guidance and reviewed drafts. Record-aware analysis and automated actions require additional security and approval controls.

Build this CRM · ONE FLEXIBLE SUBSCRIPTION

Start with Basic CRM. Add only the modules you need.

Basic CRM is the foundation. Choose any additional section and see your price update instantly—no forced bundles.

Required foundationBasic CRM$29/month
Choose your billingAnnual billing includes two months free.

Your selected modules determine which sections are enabled in your workspace. The Advanced Platform & AI module includes Trax AI. The full custom configuration is capped at $999/month.

READY TO CONNECT THE BUSINESS?

See how everything moves together.

Sign in to an existing company or register a separate company instance with its own administrator.

Existing customer sign inCreate your company →