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The TRAQ Platform

One platform. Every conversation.
A complete playbook for revenue teams.

TRAQ captures every sales and customer success call, uncovers what’s really driving (or blocking) revenue, and turns it into coaching and action, automatically.

See TRAQ in ActionExplore the Platform

28%

Increase in win rate

350+

Sales organizations rely on TRAQ

5–7 hrs

Saved per rep, per week
What TRAQ Does

Every conversation, captured,
understood, and turned into action

TRAQ is the AI-powered conversation intelligence platform built for sales and client success teams. It listens to every call and meeting, understands what happened, and hands your managers a ready-made playbook for coaching, forecasting, and closing more deals.

Capture

TRAQ automatically records and transcribes calls, video meetings, and emails across your entire team, no manual logging required.

Analyze

AI scores every conversation against your playbook, flags risk and buying signals, and surfaces the moments that made or broke the deal.

Coach & Act

Managers get targeted coaching moments and action items, reps get instant feedback, and every insight syncs straight to your CRM.

Explore The Platform

Built to cover the full conversation lifecycle

TRAQ brings together four connected capabilities so nothing falls through the cracks, from the first discovery call to renewal.

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Conversation Intelligence

Automatic transcription, call scoring, keyword and competitor tracking, and sentiment analysis on every customer interaction.

Explore Conversation Intelligence

Coaching & Training

Scorecards, guided playbooks, and structured coaching workflows that turn every call into a rep development opportunity.

Explore Coaching & Training

Deal & Revenue Insights

Real-time deal risk signals, pipeline visibility, and forecasting insight built directly from what’s said on the call.

Explore Revenue Insights

Integrations & Automation

Two-way CRM sync, dialer and calendar connections, and automated workflows that keep every system up to date.

Explore Integrations

Built For Your Team

Whichever seat you're in, TRAQ has your playbook

TRAQ is built for managers who need visibility across every conversation, and for the reps and CSMs who need real-time help closing the gap.

Sales Managers

Review every rep’s calls without sitting in on them. Spot coaching moments, track playbook adherence, and forecast with real conversation data.

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Client Success Managers

Catch churn risk early, track sentiment across the customer lifecycle, and give CSMs the context they need to protect renewals.

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Sales Reps

Get instant call feedback, clear talk tracks, and auto-logged action items so you can spend more time selling and less time on admin.

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RevOps & Executives

See pipeline health and rep performance in one dashboard, backed by real conversation data instead of self-reported CRM fields.

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Why Teams Choose TRAQ

A game changer for how managers coach and forecast

  • AI-powered accuracy. TRAQ's models are trained specifically on sales and success conversations, not generic transcription.
  • Streamlining, not more work. Notes, CRM updates, and action items get logged automatically, no double entry.
  • A repeatable playbook. Turn your best reps' habits into a standard every rep can follow and be measured against.
  • Insight leadership can trust. Forecasts and coaching decisions grounded in what actually happened on the call.

33% faster ramp

New reps at Curve hit full productivity a month ahead of schedule, using call libraries and scorecards built from their own top performers.
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“We used to find out an account was unhappy at renewal. TRAQ catches it in the first tense conversation, months earlier. That head start is the difference between saving the account and writing up the loss.”

Chuck W., CEO, Lamatic

Works With Your Stack

Plays nicely with the tools your team already uses

TRAQ connects to your CRM, dialer, video conferencing, and calendar so insights flow both ways, automatically.

CRM

HubSpot
Salesforce
Zoho
Monday
AgencyZoom
Crelate
Product
Pipedrive
Product

Web Conferencing

Zoom
Product
Microsoft Teams
Product
Google Meet
Product

VoIP & Dialers

Dialpad
RingCentral
Ricochet360
Nerdphone
Ooma

Calendar

Google Calendar
Product
Microsoft Calendar
Product

Common Questions

What managers ask before rolling out TRAQ

What exactly does TRAQ do?
TRAQ records, transcribes, and analyzes sales and customer success conversations with AI. It scores calls against your playbook, flags deal risk, auto-generates action items, and syncs everything to your CRM, giving managers a single source of truth for coaching and forecasting.
Is TRAQ only for sales teams?
No. While TRAQ started with sales conversation intelligence, it is built for any customer-facing team. Client success managers use it to track sentiment and catch churn risk early, and RevOps leaders use it for pipeline and forecast accuracy.
How is TRAQ different from just recording calls?
Recording is only the first step. TRAQ’s AI understands the conversation, scores it against your team’s playbook, highlights the moments that mattered, and turns them into coaching feedback and action items automatically, no manual review required.
Does TRAQ replace our CRM?
No, TRAQ works alongside your CRM. It syncs call insights, notes, and action items directly into the systems your team already uses, so reps and managers never have to duplicate data entry.
How long does it take to get set up?
Most teams are capturing calls within days. Your onboarding specialist will help connect your calendar, dialer, and CRM, and configure your playbook and scorecards so TRAQ reflects how your team actually sells.

See how TRAQ turns conversations into a playbook for success

Get a walkthrough tailored to your team, whether you’re managing reps, protecting renewals, or both.

Request a Demo