NewAI agents that book the meeting for you

Turn every lead into a booked meeting.

Leads go cold in minutes. TracelyCRM brings them in from every ad and form, gets each one to the right rep in under two seconds, and has AI follow up until they book.

No credit cardLive in 10 minutesCancel anytime

Leads arrive from 40+ places your customers already are

Meta Lead AdsInstagramGoogle AdsLinkedInTikTokWordPressShopifyWebflowTypeformCalendlyHubSpotZapierIndiaMART99acresZillowRightmoveBayutGoogle SheetsWebhooks
WhatsAppGmailOutlookWixSquarespaceUnbounceJotformMaken8nJustDialMagicBricksProperty FinderHousing.comEmail forwardingClaudeChatGPTCursor

What changes

Faster replies. Fewer lost leads. More deals.

<0s

From form-fill to the right rep

No lead waits for someone to check a spreadsheet.

0+

Lead sources in one inbox

Every enquiry lands in one place, duplicates merged.

24/7

Follow-up from AI agents

Leads keep hearing from you at 11pm and on day five.

0

Funnel signals sent to Meta

Your ads learn to chase buyers, not form-fillers.

Why teams switch

Slow replies lose deals. That ends here.

The lead who hears back first usually buys first. Tracely makes sure that's you, every time, without anyone working late.

The usual way

  • Leads scattered across Meta, email, WhatsApp and sheets
  • First call the next morning, after a competitor already called
  • Follow-up stops after one or two tries
  • Ads optimised for cheap form-fills
  • No idea which campaign actually makes money

With TracelyCRM

  • Every lead in one inbox, the second it arrives
  • The right rep notified in under two seconds
  • AI agents follow up until the lead replies or books
  • Meta learns from your qualified leads and sales
  • Revenue for every campaign, ad set and ad

How it works

From ad click to closed deal, on autopilot.

01 · Capture

Every lead lands in one place.

Meta and Instagram lead ads, Google, LinkedIn and TikTok forms, your website and 40+ more sources flow into one inbox in real time. Duplicates are merged and nothing is typed in by hand.

No more lost enquiries

02 · Respond

The right rep answers in seconds.

Round-robin or rule-based routing hands each lead to the right person the moment it arrives, with an alert on WhatsApp, email or push. A response-time target keeps everyone honest.

Be first to call, every time

03 · Follow up

Follow-up that never forgets.

AI agents reply on WhatsApp and email, answer questions, qualify and book the meeting, in your tone. Start with approve-first, switch to autopilot when you trust them.

Hours back every week

04 · Improve

Ads that find buyers, not form-fillers.

As leads move through your pipeline, Tracely sends each stage to Meta's Conversions API. Your campaigns learn what a real customer looks like and bring you more of them.

Better leads from the same budget

The platform

Everything your team needs to close. Nothing it doesn't.

Replace the spreadsheets, the shared inbox and the five tools in between with one CRM built around speed. Explore all features

AI agents

Agents that reply, qualify and book.

Your best rep's follow-up, on every lead, around the clock. You approve first, or let them run with a daily limit.

Ask Tracely

Ask your CRM anything.

Plain-English answers about leads, reps and campaigns.

Pipeline

See every deal move.

A board that updates itself as leads reply and book.

Booking

Meetings that book themselves.

A booking page and calendar with reminders built in.

Calls, WhatsApp & email

Reach leads where they reply.

One click to call, message or email, with templates.

Teams & security

Each rep sees only their leads.

Roles, permissions and encrypted connections. AI included.

Campaign ROI

Know which ad makes money.

Spend against leads, qualified leads and revenue for every campaign, ad set and ad. Move budget to what sells.

Connects to everything

Plugs into the tools you already pay for.

Connect 40+ lead sources in a few clicks. Build on the REST API and webhooks, or let Claude, ChatGPT and Cursor work your pipeline through our MCP server, with the same permissions as your team.

  • 40+Lead sources
  • RESTAPI & webhooks
  • MCPFor AI apps
See the API & MCP

For agencies

Every client. One login.

Run each client in their own workspace, with their own leads, Meta connection, pipeline and team. Prove results to every client from one morning view.

  • New leads, who's waiting and conversions for every client
  • Share a client with exactly the teammates who work it
  • Invite the client's staff: they see only their workspace
  • Nothing ever crosses between clients
Agency overview4 workspaces

    Pricing

    Pays for itself with one extra deal.

    Start free for 14 days. No credit card, cancel in one click.

    Starter

    For solo founders and small teams.

    $29/mo

    Billed monthly

    Start 14-day free trial
    • Leads per month5,000
    • All lead sources & forms✓
    • Leads, pipeline & follow-ups✓
    • Email & WhatsApp templates✓
    • Calendar & booking page✓
    • Meta signals (CAPI)✓

    Most popular

    Growth

    For sales teams scaling what works.

    $49/mo

    Billed monthly

    Get started
    • Leads per monthUnlimited
    • Everything in Starter✓
    • AI agents & Tracely AI✓
    • Outreach inbox, AI drafts✓
    • Routing, roles & leaderboard✓
    • Campaign ROI & analytics✓

    Scale / Agency

    For high ad spend and agencies.

    $99/mo

    Billed monthly

    Talk to sales
    • Leads per monthUnlimited
    • Everything in Growth✓
    • Agency mode: client workspaces✓
    • Multiple Meta connections✓
    • Higher AI limits, API & MCP✓
    • Priority support & onboarding✓

    Prices in USD, taxes may apply · No credit card to start · Cancel in one click · Refund policy

    FAQ

    Questions, answered.

    Can't find what you need? Write to us.

    How is TracelyCRM different from HubSpot or Zoho?

    It's built for teams that live on inbound leads. Leads arrive from every ad platform and portal in seconds, speed-to-lead is tracked and enforced, AI agents handle replies and follow-ups, and lead outcomes go back to Meta so your ads improve. All without months of setup.

    Do I need a developer to set it up?

    No. Connect Meta with a token from your Business Manager, paste one line of code (or nothing at all) for website forms, and follow the step-by-step guide for each source. Most teams are live in under 10 minutes.

    Will AI agents send emails without my approval?

    Only if you want them to. Agents start in "Ask first" mode, where every email and change waits for your approval. You can edit, approve or reject. Once you trust an agent, switch it to Autopilot with a daily sending limit.

    Can I manage several clients from one account?

    Yes. Agency mode gives each client a separate workspace with its own leads, Meta connection, lead sources, pipeline and team. You switch between them from the sidebar, see them all on one overview, choose which of your teammates can open each client, and invite the client's own staff to just their workspace.

    What exactly is sent to Meta?

    One event per stage you choose (lead received, contacted, pre-qualified, qualified, converted with the deal value), linked by Meta's lead ID. Email, phone, name, city and other details are SHA-256 hashed on our server before they're sent, so Meta can match them without seeing them.

    Can I use it with Claude, ChatGPT or my own tools?

    Yes. Connect Claude, ChatGPT, Cursor or VS Code to your CRM with one MCP link, or build on the full REST API with API keys. Every request respects the same roles and permissions as the app.

    Does it work outside India?

    Yes. Each workspace has its own country, timezone, currency and phone code, and lead sources cover the US, UK, UAE, Europe and India, plus any website or tool through webhooks.

    Is my data safe?

    Yes. Connected account tokens and passwords are encrypted with AES-256, every workspace's data is kept separate, and reps only see the leads assigned to them. You can export or delete your data at any time.

    Your next lead is on its way. Answer it first.

    Connect your first source in minutes. Your next lead can be answered today.

    No credit card · Onboarding call included · Cancel anytime