Why JTrack is reinventing the way you think about CRMs

Build a simple, hassle-free CRM system using interactive flowcharts. Map out processes, collect data, and automate actions—all in one place.

A woman replacing a bloated CRM with JTrack

If you’ve ever worked with a traditional CRM, you’ll know the feeling: endless fields, tabs you never use, clunky pipelines that don’t quite fit your real-world process, and the constant risk of things slipping through the cracks.

At some point, you stop managing your customer relationships, and start managing your CRM.

That’s exactly the problem JTrack set out to solve.

Forget the “one-size-fits-none” CRM

Most CRMs are designed for generic sales pipelines: Lead → Contacted → Qualified → Closed.

But most businesses aren’t that linear. Especially for service-based companies, every customer journey has its quirks:

  • A new customer enquiry might trigger a follow-up conversation, move into a planning stage, or start an approval process.
  • Some steps need to be handled by your team, others by your customer.
  • Payment, feedback, and final delivery don’t always happen in a fixed order.

Traditional CRMs struggle with this kind of flexibility, but JTrack doesn’t.

Flowcharts, not pipelines

JTrack flips the usual CRM model on its head by letting you design your process as it actually happens.

Using interactive flowcharts, you can build the exact journey your customer or internal team will follow, from first enquiry to final delivery. Each time a new customer comes along, you simply start a new “run” of the flowchart.

And because real businesses rarely move in perfect order, JTrack is built to handle:

✅ Branching logic — when decisions or answers change the next step.

✅ Internal vs. customer-facing steps — so the right person always sees the right action at the right time.

✅ Automatic notifications — to move things along without chasing.

✅ Real-time status tracking — so you always know where everything stands.

No more guesswork, no more gaps

In JTrack, every customer or project is always visible and always moving forward. Whether you’ve got 3 customers or 300, you can see:.

  • Which stage each job is at.
  • Whether your team or the customer needs to take action.
  • Who’s waiting on what.

It’s a real-time, visual system that cuts through the clutter and shows you exactly what’s going on, no need to click through endless records.

Flexible enough for any business

Whether you're dealing with customer enquiries, organising projects, or managing internal tasks, JTrack fits the way you work, not the other way around.

Your flows can be as simple or as complex as you need:

✅ Collect information from customers or internal teams with custom-built forms.

✅ Ask questions at key points to guide the next steps or branch the flow based on answers.

✅ Share information with customers or team members using dedicated information steps.

✅ Trigger automated follow-ups.

✅ Assign tasks to the right people at the right time, no manual chasing needed.

All without fiddling with clunky CRM fields or breaking your process into awkward shapes just to fit a system.

JTrack: The simpler way to stay organised

Think of JTrack as a smarter, friendlier alternative to traditional CRMs.

One where:

💡 Your process drives the system, not the other way around.

📧 Your customers only see what they need, when they need it.

👀 Your team always knows what’s next.

🚀 And you spend less time “managing the software” and more time growing your business.

If you’re tired of overcomplicated CRMs that don’t really match the way you work, it might be time to try something built for real-world workflows.

👉 Start mapping your customer journeys with JTrack and finally make your process flow.

🚀 Ready to stop winging it and start working smarter?

Try JTrack and see how flowcharts can help you take back control.

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© SmartWorks Software LTD 2025

jake@smartworkssoftware.com

+44 (0) 7896 749 819

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