PeopleTray provides a structured way to manage contacts, opportunities, and contractors. Its dashboards require initial configuration expertise; however, once set up, they offer real-time insights for sales tracking and team performance. The platform’s secure, cloud-based structure fits mobile and field teams well.
Peopletray Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is PeopleTray?
PeopleTray is a cloud-based business platform, and its CRM module, CRMTray, is designed to manage customer relationships in contractor-driven environments. It offers features such as contact management, opportunity tracking, document control, and task assignments. CRMTray helps teams centralize sales data, track communications, and streamline follow-ups in one unified system.
Built for mobile and field-based operations, it enhances pipeline visibility, improves collaboration, and supports role-based access for secure and efficient team coordination.
PeopleTray Pricing
Disclaimer: The pricing is subject to change.
PeopleTray Integrations
Who Is PeopleTray For?
PeopleTray software serves a wide range of industries and sectors, including:
- Construction
- Mining
- Engineering services
- Field services
- Utilities
- Oil and gas
- Civil infrastructure
Is PeopleTray Right For You?
Are you looking for a CRM that truly unifies customer and contractor management while ensuring your field teams stay compliant? PeopleTray CRMTray simplifies sales tracking and communications, addressing pipeline visibility and follow-up challenges quickly.
PeopleTray offers role-based compliance management, so users can track certifications, licenses, and expirations tied to user roles. Data is secured via role‑based access and encryption. This cloud‑based architecture scales to support large field teams and a growing customer base.
Still not sure if PeopleTray is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.
Peopletray Features
PeopleTray allows users to record customer, supplier, and contractor details, including communication history, documents, and contacts. Teams can organize records across business relationships to ensure structured, accessible data for daily operations.
See How It WorksAdd and manage sales opportunities with estimated value and closing probability. CRMTray enables forecasting, tracks activity levels, and ensures high-priority leads are followed up for consistent revenue growth.
See How It WorksAssign follow-ups, tasks, and responsibilities to users across customer accounts and opportunities. This keeps sales efforts proactive and ensures no opportunity or workflow is missed, even when teams expand.
See How It WorksPeopleTray features document storage tools that let users upload and organize quotes, contracts, purchase orders, and proposals by contact or organization. Each record retains full communication history to support compliance and faster team onboarding.
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