Simple Sales Tracking review
A focused, low-cost CRM for teams that need straightforward sales tracking.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Simple Sales Tracking is a web-based CRM from PTEC Group, Inc. for small and medium-sized businesses and sales teams. It brings contact management, lead, opportunity, and account tracking into one workspace, with tools for pipelines, interactions, calendars, tasks, documents, attachments, reporting, commissions, permissions, and collaboration. Teams can customize sales fields, stages, and lead sources, while the web API supports connections to external websites and applications. Its positioning is clearest for teams that want focused sales tracking without a broad marketing suite.
The published plans use a single full-access structure with two billing options. Annual Billing - Full Unlimited Access costs $13.75 per user per month when billed annually. Monthly Billing - Full Unlimited Access costs $15 per user per month with monthly billing. Both plans include unlimited leads, opportunities, accounts, appointments, contacts, tasks, and notes, along with Smart BCC email integration, custom sales pipelines and lead sources, reports and charts, and commission tracking. A free trial is offered, and the product also provides an optional Microsoft Outlook plugin for appointments and contacts.
For ecosystem fit, Simple Sales Tracking connects with Campaign Monitor, Hootsuite, Twitter, and Microsoft Outlook, while its API extends access beyond the browser. That combination covers core sales records, communication context, scheduling, and selected external services. The trade-off is a narrow product profile: there is no free plan, mobile app, AI capability, or verified marketing automation. Choose it when unlimited sales records, customizable pipelines, permissions, documents, and commission tracking match the team’s needs. Consider an alternative when mobile access, AI-assisted workflows, or broader marketing automation are central requirements.
Simple Sales Tracking pros and cons
- Where it wins
- Unlimited leads, opportunities, accounts, contacts, tasks, and notes
- Custom pipelines, lead sources, reports, charts, and commission tracking
- Web access with an API plus Campaign Monitor, Hootsuite, and Twitter integrations
- Where it doesn't
- No free plan is available
- Access is web-based, with no mobile app listed
- AI and verified marketing automation are not part of the offering
Simple Sales Tracking fact sheet, pricing and score →
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