Austin, TX – TrackNotion, the AI-driven call tracking and customer conversation platform, today announced the launch of Version 1.5. This major update introduces powerful new features designed to help small and mid-sized businesses unify their communications, enhance data security and compliance, and increase lead conversions.
“In today's on-demand economy, customers expect instant, seamless interaction, yet most businesses are struggling with fragmented tools that create data silos and missed opportunities,” said Ricardo Casas, CEO of TrackNotion. “TrackNotion V1.5 directly addresses this gap. We’ve moved beyond simple tracking to create a unified communications hub. This version gives businesses the agility to engage, understand, and act on customer conversations in real-time, delivering a competitive edge that was previously out of reach for growing teams.”
What You Get with TrackNotion V1.5
Integrated Two-Way Text Messaging: Engage leads instantly and build stronger relationships through live text conversations directly inside TrackNotion. By unifying text and call data, you gain a complete picture of every customer interaction, enabling smarter, more contextual follow-ups that standalone texting apps can't match.
- Respond faster to new inquiries
- Keep prospects warm with automated replies after hours
- Comply with opt-out and message limits easily
Use Cases:
- Real estate agents are texting listing details on the go.
- Clinics confirming appointments or sending follow-ups.
- Home service businesses responding instantly to quote requests.
Secure Multi-User Access with Role-Based Control: Manage who can view, edit, or analyze platform data with enhanced security and compliance in mind. Role-based controls help you safeguard sensitive client information and support data privacy standards by ensuring team members only access what they need.
- Delegate access safely across teams or locations
- Monitor team performance by role
- Avoid permission creep and billing errors
Use Cases:
- Law firms securely track case leads across partners and paralegals.
- Marketing teams collaborating on campaign performance without accessing sensitive customer data.
- Franchises delegating regional access while maintaining central oversight.
Intuitive Drag-and-Drop Call Flow Builder: Visually design and deploy custom call routing logic in minutes—no code required. The intuitive builder makes it simple to create sophisticated pathways that improve customer service by reducing wait times and ensuring every caller reaches the right destination.
Use Cases:
- Medical offices route calls based on urgency or department.
- Franchises manage unique call routing for different regions or business hours.
- Sales teams direct new leads to the next available agent.
AI-Powered Call Grading: Unlock deeper insights from every conversation with AI-powered tone analysis. Go beyond transcripts to automatically gauge customer mood, identify urgent issues, and flag calls for management review or team coaching. Turn call data into actionable intelligence.
Use Cases:
- Support teams proactively escalate calls with negative sentiment to a manager.
- Sales managers identify top-performing talk tracks for team training.
- Businesses are monitoring overall customer satisfaction trends.
Designed for Growing Businesses
“Whether you’re managing a dental clinic, running a boutique law firm, or coordinating real estate leads across teams, these features let you connect smarter and faster,” said Casas. “TrackNotion adapts to your growth, not the other way around.”
TrackNotion V1.5 is now live for all users.
Text messaging and call flow features are available in beta and can be enabled via your account dashboard. Guided onboarding is available by request.
Sign up for your free 14-day trial and transform how your business handles calls, texts, team coordination, and integrations with existing business tools—all in one platform.