Trace CRM
CRM for B2B Sales Teams

Meta charged you for 200 leads.
It never learned which 3 bought.

Trace CRM puts every lead from your Meta ads in one pipeline, gives it an owner and a follow-up date, and reminds your team until the deal is won or lost. And it tells Meta which leads became customers, so your ad spend finds more of them.

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
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.

The problem

Does this sound familiar?

Sales teams rarely lose deals because the ads were wrong. They lose them in the follow-up nobody did.

You said you'd call back. You didn't.

Someone said "I'll follow up Friday." Three weeks later, the customer has signed with someone else, and nobody noticed the deal went quiet.

It's all in a sheet nobody updates

You built the tracker and added every column. The team used it for two weeks. Now it is hundreds of rows of stale data nobody trusts.

Meta never learns who became a customer

Meta counts form fills, not deals. It keeps finding people who like to fill forms, not the businesses that actually buy from you.

Before vs after

What changes in your sales team

Six moments every sales manager running Meta ads has lived through, before and after Trace.

Moment 1 of 6

A ₹5 lakh enquiry lands at 8 pm

Before Trace

It waits in Meta's Leads Center until someone downloads the sheet the next afternoon. The buyer has already booked a demo with a competitor.

With Trace

It reaches the next rep's phone in seconds, assigned automatically. Not called within 15 minutes? The rep is alerted, and so are you if it is still waiting.

Moment 2 of 6

"Send me the proposal on mail"

Before Trace

The proposal goes out, and the follow-up depends on the rep remembering. Usually nobody calls.

With Trace

Move the deal to "Proposal Sent" and set the follow-up for Thursday 11 am. Trace reminds the rep on their phone, and missed ones show on the Overdue list.

Moment 3 of 6

One buyer, two forms, two reps calling

Before Trace

He filled your Meta form and then your website form. Two reps call him with two different prices.

With Trace

Trace shows the second enquiry as a repeat. Merge it into the first lead, so one rep owns the buyer and the history stays together.

Moment 4 of 6

Your best rep resigns with a full pipeline

Before Trace

Every conversation was on his personal WhatsApp. His deals walk out of the door with him.

With Trace

Every call, note and stage change is on the customer's record. Reassign his leads in one go, and the next rep picks up with the full story.

Moment 5 of 6

Leads arriving as +1 98765…

Before Trace

The form picked the wrong country code. The call fails, the rep marks it junk, and a real buyer is gone.

With Trace

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

Moment 6 of 6

Two campaigns, the same cost per lead

Before Trace

Ads Manager says both are fine. It cannot tell you that one brings deals that close and the other brings students and job seekers.

With Trace

Every lead carries its campaign and ad. Mark a deal Closed Won and Trace tells Meta, so budget moves to the campaign that brings customers and Meta finds more like them.

Swipe to see all 6

Pipeline

A pipeline built for
how your deals close

Not just "New → Converted". Trace follows the real journey: first call, meeting, proposal, negotiation and the won deal. Name the stages the way your team sells.

New Lead
Called - Not Reached
Discovery Call
Demo / Meeting
Proposal Sent
Negotiation
Closed WonMeta is told

Rename, add or remove stages to match how you work.

Lead Detail, Arjun Mehta
AM

Arjun Mehta

+91 98765 43210 · Meta Ads · 6 days ago

New Lead
Called - Not Reached
Discovery Call
Demo / Meeting
Proposal SentCurrent
Negotiation
Closed Won

Latest note

“Demo went well. Wants it for 3 branches. Proposal sent with yearly pricing. Decision by the 20th, after their partner meeting.”

Follow-up call Friday, 4:00 PM, on the proposal

Features

Everything your sales team needs

Simple enough that your team actually uses it, with the Meta feedback loop the big CRMs leave out.

Your pipeline, your stages

Name every stage what your team calls it, add sub-tags for product or region, and see every deal at every stage on one screen.

Meta Instant Forms, live

Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.

Tell Meta who became a customer

When a deal reaches the stage you choose, Trace sends that to Meta through its Conversions API. Your ads learn to find more buyers like them.

Rep & manager roles

Each rep sees only the leads assigned to them. Managers and admins see everything. Every action is on the record.

Follow-up reminders

Every call-back becomes a task with a date and time, with a reminder on the phone. Overdue follow-ups get their own list, so none are forgotten.

Automatic lead assignment

New leads go to the next rep in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.

Know which ad works

Campaign, ad set and ad on every lead, with UTMs and Google click IDs. See which campaigns bring deals that close, not just leads that fill forms.

Every lead source in one place

Your website form and other sources can send leads straight in next to your Meta leads, through one secure endpoint we switch on for you on request.

WhatsApp and calling, when you want them

Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.

How it works

From Meta ad to closed deal

From sign-up to your first lead in the pipeline, the same day.

01

Buy and log in

Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.

02

Connect your Meta form

The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.

03

Your team follows up

Leads are assigned automatically. Calls, notes and the next follow-up all live on the customer's record, on the phone app or the browser.

04

Meta finds more customers

Mark a deal as won and Trace tells Meta. Your ads learn who actually buys.

The maths

₹1,499 a month. Under ₹50 a day.

One deal that would have gone quiet because nobody called back pays for Trace for a long time. You have already paid for the lead; Trace makes sure someone follows it up.

  • 2 users included
  • Unlimited leads
  • No setup fee, no hidden charges
  • Or ₹8,094 for 6 months, save ₹900

Pricing

One plan. Everything your sales team needs.

₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.

MOST POPULAR
2 users includedUnlimited leads

Professional

₹1,499

/month

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

SAVE 10%
2 users includedUnlimited leads

6-Month Plan

₹8,094

for 6 months · ₹1,349/mo

Save ₹900 vs paying monthly

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

Custom limitsDedicated support

Enterprise

Custom

For larger sales teams and multi-location organisations.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support
Contact us

Setup takes about 30 minutes. Our team helps if you get stuck.

Secure payment

Through Razorpay

UPI or card

All-in, no hidden charges

Cancel anytime

No lock-in, no contract

Real people

Help if you get stuck

Not ready to pay? Try it free for 14 days, no card needed.

Start 14-day free trial

FAQ

Questions owners ask before buying

Straight answers for sales teams.

Every lead you paid for
deserves a follow-up.

Set up in about 30 minutes. Cancel anytime.

₹1,499/month · 2 users · Cancel anytime