Jacktrade software offers a unified CRM and business automation platform, streamlining sales and operations. Some users may find the extensive features initially overwhelming, but the all-in-one system is a major benefit. Overall, Jacktrade is a compelling choice for businesses looking to consolidate their technology stack.
Jacktrade Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Jacktrade?
Jacktrade is an all-in-one CRM and business automation platform designed for small and midsize businesses seeking to unify their operations. The software moves beyond traditional CRM by integrating features like sales pipeline management and inventory management into a single system. This allows businesses to manage customer relationships, track sales, handle orders, and oversee inventory without switching between multiple applications, simplifying workflows and improving overall efficiency.
Jacktrade Pricing
Jacktrade cost comes in the following plans with custom pricing based on business needs:
- Business Simple: $39/user/month
- Business Plus: $49/user/month
- Business Premium: $69/user/month
Disclaimer: The pricing is subject to change.
Jacktrade Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Google Calendar
- Microsoft Calendar
- Google Drive
- Microsoft Contacts
- Zoom
- Dropbox
Who Is Jacktrade For?
Jacktrade is ideal for a wide range of industries and sectors, including:
- Manufacturers
- Suppliers
- Business owners
- Builders
- Engineers
- Managers
Is Jacktrade Right For You?
Jacktrade is the right fit for businesses aiming to replace multiple applications with a single, unified platform for managing sales, operations, and customer service. Its standout quality is the sheer breadth of its features, covering everything from CRM and marketing automation to inventory and financial management. If your goal is to simplify your tech stack and foster better alignment across departments, Jacktrade provides a comprehensive foundation to support business growth and digitization.
Still doubtful if Jacktrade is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.
Jacktrade Features
Organize all customer data, including demographics and firmographics, in a centralized database. This system enables your team to build consistent relationships by providing a complete view of every contact, ensuring personalized and effective communication across all touchpoints.
See How It WorksVisually track deals and opportunities as they move through your sales cycle. Utilize smart templates, monitor sales history, and automate tasks to keep your pipeline organized, allowing your sales team to focus on closing deals and forecasting future revenue accurately.
See How It WorksAutomate repetitive tasks and streamline complex business processes with smart workflows. Triggered emails, automated task scheduling, and resource management help reduce manual effort, increase operational efficiency, and ensure that key activities are never missed, freeing up your team for high-value work.
See How It WorksStreamline service-based operations from start to finish. This feature allows you to manage and track work orders, schedule field technicians, and monitor job progress in real-time, ensuring efficient service delivery and clear communication with both your team and your customers.
See How It WorksManage projects with tools for scheduling, task management, and team collaboration. This feature helps keep your projects on track by providing visibility into progress with Gantt charts and ensuring that all team members are aligned on deliverables and deadlines.
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