Peopletray: Pricing, Free Demo & Features

Last Updated Jul 31, 2025

Overview

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.

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Starting Price

Custom

Peopletray Specifications

Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Deal Pipeline Management
Mobile CRM
Analytics and Reporting
Task Management
Alerts/Notifications

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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

PeopleTray pricing starts at $35 per month for CRM users and Team Leaders, offering access to core CRMTray functionality and team management tools. The plan is calculated based on the number of users and modules selected in the plan. It also offers a 30-day free trial. Request a custom PeopleTray cost quote for your business.

Disclaimer: The pricing is subject to change.

PeopleTray Integrations

PeopleTray has not publicly disclosed its third-party integrations. To see these integrations in action, watch a free Peopletray demo.

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

Contact And Organization Management

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.

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Opportunity And Pipeline Tracking

Add 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.

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Action And Task Assignment

Assign 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.

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Document Storage And History

PeopleTray 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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Pros And Cons of Peopletray

A quick look at Peopletray's strengths and weaknesses to
help you decide if it's the right fit

Pros

Centralized tracking of customer and contractor data
Streamlined sales opportunity and pipeline management
Efficient document handling with full history

Cons

Limited advanced analytics customization options
Dashboard setup may require initial configuration expertise

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Does PeopleTray offer an API?

Yes, PeopleTray provides an API access.

Who are the typical users of PeopleTray?

PeopleTray is used by teams in construction, mining, engineering services, utilities, oil and gas, field services, and civil infrastructure.

What other apps does PeopleTray integrate with?

PeopleTray has not publicly disclosed detailed third-party integrations.

What language does PeopleTray support?

PeopleTray supports the English language.

Does PeopleTray have a mobile app?

Yes, PeopleTray offers a mobile app.

What types of pricing plans does PeopleTray offer?

PeopleTray pricing starts at $35 per month for CRM users and Team Leaders. The plan is calculated based on the number of users and modules selected in the plan. A 30-day free trial is also available. Request a custom PeopleTray price quotation.

What level of support does PeopleTray offer?

PeopleTray provides support via email, phone, and inquiry form submission.