SmarTrak.ai

SmarTrak turns lifecycle data into revenue — and puts it in your pocket. Built for channel account teams who live in their install base: every contract, subscription, and agreement, visualized and ranked so you know where to go next.

WHERE'S THE MONEY Your entire book, scored and ranked — value, urgency, priority, freshness — with plain-English reasons behind every rank. See the opportunity, defend the number, move first.

AT RISK, AT A GLANCE Revenue that needs saving, biggest dollars first — the same at-risk definition as your SmarTrak dashboard, so mobile and desktop always tell one story. Drill from headline dollars to the individual line item.

YOUR BOOK OF BUSINESS Contracts, quotes, subscriptions, and enterprise agreements — one Book tab, counts and totals at a glance, detail one tap deeper. Stay ahead of renewals, true-ups, and end-of-support cliffs across every vendor in your install base.

YOUR PIPELINE, YOUR WAY Dashboards that reorder for how you work — Rep, Manager, or Exec view in one tap. Renewal stages on every contract, quarter-by-quarter views of what's landing when.

ASK THE COMMAND CENTER An AI assistant over your organization's own lifecycle data. Ask "what's expiring this quarter for my biggest account" and get the numbers — not a search results page. Responses are AI-generated and clearly marked; your data stays your data.

SHARE IN SECONDS Any list — accounts, opportunities, at-risk contracts — exports to CSV through the native share sheet. When your boss pings you for the list, it's three taps to their inbox.

BUILT FOR THE FIELD Fast, native, one-handed.

ABOUT ACCESS SmarTrak is the mobile companion to the SmarTrak platform. Sign in with the credentials provided by your organization.

Unlock revenue. Simplify lifecycle. Accelerate growth.