Trace CRM is a lead management CRM built for businesses that run Meta Ads. It captures leads directly from Meta Instant Forms, manages your pipeline, and sends qualification signals back to Meta CAPI, so Meta learns which leads actually convert and finds more people like them.

Who is Trace CRM for?

Any business that generates leads from Meta Ads, education, real estate, finance, healthcare, agencies, or any other industry. If you run Meta Ads and need a system to manage and convert those leads, Trace CRM is built for you.

Yes. All data is stored on secure, encrypted servers. Sensitive fields like email and phone are hashed with SHA-256 before being sent to Meta CAPI. We never share your data with third parties.

What happens immediately after I subscribe?

You'll be redirected to a short setup form where you enter your company name and create a password. Your CRM workspace is provisioned instantly, usually under 30 seconds. You'll also receive a welcome email with your login link.

How much does it cost?

₹1,499 a month, or ₹8,094 every 6 months (10% off), including 2 users and unlimited leads. Extra users are ₹499 a month each. There is no setup fee. Click-to-call and WhatsApp Business API are optional add-ons.

Is there a free trial?

Yes. Try Trace free for 14 days, no card needed. When the trial ends, subscribe at ₹1,499 a month to keep going, with your leads and settings as they are.

Can I cancel my subscription?

Yes, any time, with no lock-in and no cancellation fee. Your plan stays active until the end of the period you have paid for.

Do you offer custom or enterprise pricing?

Yes. If you need custom integrations, white-label setup or dedicated support, contact us and our team will put together a quote.

Do I need technical knowledge to get started?

No. Setup takes about 15 minutes. You'll connect your Meta Pixel ID and access token (copy-paste from Events Manager), then connect your Meta Instant Forms directly to Trace CRM. An onboarding wizard walks you through every step.

What if I don't use Meta Ads right now?

Trace CRM works without Meta integration. You can capture leads via the built-in website form or manual entry. The Meta CAPI features simply don't fire until you configure them, everything else works fully.

How does Meta CAPI work in Trace CRM?

When you update a lead's stage in the CRM, Trace CRM fires your configured event directly to Meta's Conversions API from your server. Meta now knows which leads qualified, which converted, and which didn't, giving it the signal it needs to find more high-intent prospects for you.

Which Meta events can I send?

You can configure any standard Meta CAPI event for lead gen (Lead, CompleteRegistration, Schedule, Contact, etc.) and map them to your pipeline stages. Both qualified and disqualified signals are supported so Meta learns which types of leads actually convert for your business.

Can I invite my sales team?

Yes. The Professional plan includes 2 users (1 admin + 1 sales rep). You can add more users any time at ₹499/user/month — either at checkout or later from your billing page. Sales reps can only see and manage leads assigned to them. Admins have full access including settings and reports. Need more seats? Contact us for Enterprise pricing.

What's the difference between Admin and Sales Rep?

Admins have full access, manage all leads, configure CAPI settings, invite team members, view reports, and change account settings. Sales Reps only see leads assigned to them and can update status, add notes, and log calls.

Lead Management CRM with Meta CAPI

Meta sends you leads.
Trace tells it which ones bought.

A complete CRM for businesses running Meta Ads, capture leads automatically, manage your pipeline, and send qualification signals back to Meta so it finds more leads like your best ones.

Under ₹50 a day · 2 users included · No setup fee

₹1,499/month, all-inLive in about 30 minutesAndroid & iPhone appCancel anytime, no lock-in

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Meta CAPI Integration

Tell Meta which leads actually qualified and converted, directly from your CRM, server-side.

Qualified lead → fires "Lead" CAPI event to Meta
Converted lead → fires "CompleteRegistration" event
Meta finds higher-intent prospects using your real data

Lead Qualified

Priya Sharma · status updated

CAPI Event Fired

POST /v20.0/{pixel}/events

Meta Optimises

Better leads · fewer junk enquiries

Real numbers, not rounded ones

1,086 paying customers, every month for the last 7 months

Because we build something real, and real businesses keep paying for it.

Watch this first

See how it works in 2 minutes

A quick walkthrough of how businesses turn Meta ad leads into paying clients with Trace CRM.

Ads Manager shows cost per lead. It cannot show which campaign brought the people who paid, so the budget stays where it is.

With Trace

Every lead carries its campaign, ad set and ad. Mark a sale and Trace tells Meta, so you see which campaign pays and Meta finds more buyers like them.

Swipe to see all 6

The moment

Before Trace

With Trace

A lead fills your form at 11:40 pm

It sits in Meta's Leads Center until someone downloads the sheet next morning. By then the lead has spoken to whoever called first.

It reaches the right salesperson's phone in seconds, assigned automatically. Not called in 15 minutes? They get an alert, and you do if it is still waiting an hour later.

"Call me after Diwali"

Your rep says okay and writes it down nowhere. Diwali comes and goes, and nobody calls.

Set the follow-up for the date they gave. Trace reminds the rep on their phone that morning, and it sits in the Overdue list until it is done.

The number arrives as +1 98765 43210

The form picked the wrong country code. The call fails, the rep marks it fake, and a real customer is lost.

Trace spots an Indian mobile with the wrong code and corrects it to +91, so it dials first time.

Your best salesperson resigns

Their WhatsApp chats and notebook leave with them, and so do their warm leads.

Every call, note and follow-up is on the lead, not in their phone. Hand all their leads to someone else in one go.

Day 91 in Meta's Leads Center

Meta only lets you download form leads for 90 days. Every lead nobody exported, including the ones who said "try me next month", is gone.

Every lead lands in Trace the moment it is submitted and stays there, with its full history.

₹50,000 a month on ads. Which campaign brings buyers?

Ads Manager shows cost per lead. It cannot show which campaign brought the people who paid, so the budget stays where it is.

Every lead carries its campaign, ad set and ad. Mark a sale and Trace tells Meta, so you see which campaign pays and Meta finds more buyers like them.

Unique to Trace CRM

Close the loop with Meta CAPI

Meta knows when someone submits your lead form, but after that, silence. It never finds out which leads actually qualified, followed through, or became paying clients. So Meta keeps optimising for form-fillers, not for the leads that convert. Trace CRM closes that loop.

Meta goes blind after the first form submit

Without CRM feedback, Meta optimises for form submissions, not for the leads that actually convert

Map your pipeline stages to Meta CAPI events, no code needed
Meta sees your complete lead pipeline, new enquiry, qualified, and converted
Send quality signals so Meta learns which leads actually close
Result: fewer junk enquiries, more leads that actually convert

How the feedback loop works

Meta Ad Clicked

User submits Instant Form

Lead Captured

Meta → CRM in seconds

Lead Qualified

Rep updates status in CRM

CAPI Signal Fires

Qualified lead → Meta notified

Meta Optimises

Better leads · fewer junk

Loop closes, Meta finds better leads next time

Us vs them

You're not too small for a CRM.
They're too big for you.

The big CRMs were built for enterprise sales teams, then priced per seat and sold to you. Here's what that costs, and what it still doesn't do.

The moment

The night your Meta ad goes live

A lead fills your form at 11 pm

On a rep's phone in seconds

Only after you set up an integration

You add a new question to your Meta form

It shows up as a column, by itself

Map the new field by hand

"Which ad brought this lead?"

Campaign, ad set and ad on every lead

Not captured

The lead came from Google or a click-to-WhatsApp ad

Source captured automatically

Partly

Getting more from the same ad budget

₹50,000 a month on Meta. Does Meta learn who actually bought?

Yes. Pick the stage, it is built in

Needs a developer to build it

Two reps pick up the same new lead

Auto-assigned, included

Auto-assign is on a higher plan

What it costs you

From paying to your team using it

About 30 minutes, by yourself

Days

Hiring one more salesperson

+ ₹499 a month

+ ₹1,400 a month

Your bill for a 5-person team

₹2,996 a month

₹7,000 a month

All three do: Follow-up reminders, duplicate checks, your own stages, reports and Excel import. Click-to-call with recordings is a paid add-on on all three.


The night your Meta ad goes live
A lead fills your form at 11 pm	On a rep's phone in seconds	Only after you set up an integration	Only after you set up a connector
You add a new question to your Meta form	It shows up as a column, by itself	Map the new field by hand	Map the new field by hand
"Which ad brought this lead?"	Campaign, ad set and ad on every lead	Not captured	Partly
The lead came from Google or a click-to-WhatsApp ad	Source captured automatically	Partly	Partly
Getting more from the same ad budget
₹50,000 a month on Meta. Does Meta learn who actually bought?	Yes. Pick the stage, it is built in	Needs a developer to build it	Needs a developer to build it
Two reps pick up the same new lead	Auto-assigned, included	Auto-assign is on a higher plan	Auto-assign is on a higher plan
What it costs you
From paying to your team using it	About 30 minutes, by yourself	Days	Weeks, with a consultant
Hiring one more salesperson	+ ₹499 a month	+ ₹1,400 a month	+ ≈ ₹2,100 a month
Your bill for a 5-person team	₹2,996 a month	₹7,000 a month	≈ ₹10,500 a month

All three do: Follow-up reminders, duplicate checks, your own stages, reports and Excel import. Click-to-call with recordings is a paid add-on on all three.

Full comparison

Competitor list prices as of July 2026, before GST. Team cost assumes 5 users.

Features