Your team's accountability layer
After the meeting ends, Track begins. Every task assigned, every deadline set, every follow-up sent — automatically.
How It Works
From meeting to done,
in three steps
Assign after the meeting
Create tasks with priorities, deadlines, and assignees. Everyone on the team can see what's on their plate.
Track stays on top of it
Automatic reminders, real-time notifications, and daily digests keep everyone accountable without nagging.
Nothing falls through
Every task completed, every deadline met, every audit log written. Full visibility for the entire team.
Purpose-Built
Everything your team needs,
nothing it doesn't
Task Management
Assign tasks with priorities, deadlines, and descriptions. Subtasks, dependencies, and recurring templates.
Real-Time Alerts
Every action confirmed instantly — via email and WhatsApp.
Team Visibility
See what everyone is working on. Team workload, activity feed, and progress tracking at a glance.
Daily Digest
Every morning, a personalized email: your tasks today, what's overdue, and what's coming up.
Compliance Ready
SEC/FINRA compliant with immutable audit logs, 6-year retention, and role-based access control.
Client CRM
Track client relationships alongside tasks. Log interactions, set review dates, and link tasks to clients.
Smart Follow-Ups
Automatic reminders for overdue and upcoming tasks. Gentle escalation — never aggressive, always effective.
WhatsApp AI Agent
Meet Sofia, your
team's AI assistant
Sofia lives in your team's WhatsApp. She knows every task, every deadline, and every team member's workload — and she manages it all through natural conversation.
you've got 2 things on your plate today:
“Prepare Chen family quarterly review”
high, due today
“Review fee schedule updates”
medium, due today
one down, two to go.
Enterprise Security
Built for regulated teams
Compliance, security, and accountability baked in — not bolted on.
SEC/FINRA Audit Trail
Every action logged immutably with 6-year retention for regulatory compliance.
Two-Factor Authentication
Email-based 2FA on every sign-in. 24-hour session expiry for added security.
Row-Level Security
Multi-tenant data isolation ensures each organization's data stays completely private.
Role-Based Access
Granular permissions for admins, managers, and team members.
Webhook Verification
All WhatsApp communications verified via cryptographic signatures.
Input Sanitization
All user input validated and sanitized. Defense-in-depth across every layer.
Ready to keep your
team on Track?
Stop letting tasks fall through the cracks between meetings.
Get Started