How it works

From raw pipeline data to your rep's morning to-do list

Three steps. No manual tagging, no weekly setup calls.

1 Step one

Connect your CRM

TRAICK connects to your existing CRM via OAuth in under five minutes. No data migration, no custom field setup, no call with a solutions engineer. You authorize read-only access and TRAICK starts reading your pipeline immediately.

Supported at launch: HubSpot CRM and Pipedrive Setup time under 5 minutes from first click Read-only OAuth scopes only, no write access No data migration or manual field mapping Revoke access from your CRM settings at any time Connection tested instantly after authorization
Your CRM
HubSpot or Pipedrive
T

TRAICK requests only read-only scopes. Your CRM data is never modified.

2 Step two

TRAICK reads your deal history

Once connected, TRAICK processes your pipeline on a rolling 90-day window. No complex configuration: the algorithm reads the data that already exists in your CRM fields and builds a baseline for what normal looks like in your specific pipeline.

Last contact date per deal and per contact record Stage-entry date and days in current stage Email open and reply events from your CRM log Total contact count and contact recency spread Rolling 90-day window, refreshed daily Baseline built from your own historical data
3 Step three

Your ranked action list

Every Monday morning, each rep sees their top deals needing attention this week, with a one-line reason per deal. Not a dashboard of charts: a specific, ranked list that tells the rep exactly what to do before the week gets away from them.

Start with your pipeline

Connect your CRM and get your first ranked action list in the same week.

Get Early Access See pricing