Relation Tracker

RelationTracker

Your CRM tracks deals. But where are you going with each relationship?

RelationTracker is actual relationship management — goals, playbooks, and next actions for every relationship. Know where you're going, not just where you've been.

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Who It's For

If you're managing 20, 50, or 100+ business relationships...

And you've ever thought:
"I know I was supposed to follow up with someone..."
"When did I last talk to Maria?"
"I'm always reacting, never getting ahead."

Then you know the problem. Your CRM tracks what happened. But it doesn't tell you where each relationship is going — or what to do next.

What changes when you use RelationTracker?

Cross-sell becomes visible

Multiple goals per contact means nothing gets lost

Know where every relationship is going

Goals and next steps, not just history

Never let relationships go cold

Automatic detection when someone's neglected

Non-revenue goals become real work

Testimonials, referrals get same attention as deals

Execute consistently

Same proven sequence for every prospect

Move from reactive to proactive

The system tells you who needs attention

The Problem

Non-revenue work gets forgotten

Testimonials, referrals, check-ins never happen.

Relationships go cold

You don't notice until it's too late

"Not now" means "never"

Prospects disappear into the void

You reinvent your approach every time

No consistent sequence

Your CRM tracks the past. But nobody's tracking the future.

RelationTracker adds the missing layer

1. Goals

"A contact can both be a customer on one product and a lead on another"

2. Playbooks

Each goal gets a step-by-step sequence. You figured out the best approach once; the system serves it back when you need it.

3. Daily Actions

Every morning, you see who needs attention and exactly what to do. No guessing. No forgetting.

Proof That Works

Lars P. Madsen, Founder

"I've helped 30+ companies implement CRM and ERP systems. The pattern is always the same: they track contacts and they track the past, but they don't track direction and they dont track the future. RelationTracker is what I wished existed for my own prospecting."

Research foundation

Built on 40 years of relationship marketing research. Frederick Reichheld at Bain & Company found that a 5% increase in customer retention can increase profitability by 25-85%.

Features