Why choose Traction Rec
Built on Salesforce
Disconnected systems and clunky processes slow down operations and make it harder to serve your members.
Modern interface
Basic reporting tools don’t provide the insights you need to track impact or make data-driven decisions.
Predictable pricing
Hidden costs and inefficiencies eat up resources that could be better spent supporting your community.
Best in class support
We’re a partner, not just a vendor. That means ongoing support tailored to you.
BUILT ON SALESFORCE
Choose a platform that adapts to you
Built on Salesforce, Traction Rec scales with your growth, offering flexibility and reporting that other platforms can’t match. With advanced member data, task automation, and an ecosystem of integrated tools, you get a fully customized CRM unique to your needs.
Generate trusted reports
Discover opportunities to scale with advanced, real-time reporting that can be easily generated and tailored to your unique needs.
Automate repetitive tasks
Reduce repetitive tasks and free up time to focus on members with a flexible platform that lets you easily create automated workflows.
Guarantee your security
Trusted by banks and healthcare organizations worldwide, Salesforce offers enterprise-grade security that you can count on.
modern interface
Give your workflow a facelift
Built on Salesforce, our interface evolves with each release to bring ongoing improvements to design, performance, and security. Use tools that stay fresh, efficient, and easy to use—no clunky screens or outdated workarounds.
Learn moreStay fresh and modern
Use a friendly, polished interface that is prioritized with the latest performance, security, and UX enhancements including AI—no manual upgrades needed.
Onboard your staff easily
Your staff will love using our simple and streamlined systems. Extensive training resources allow for a smoother and faster adoption internally.
Improve the member experience
Give your members 24/7 support with an on-platform AI Registration Agent. Additional self-serve options and check-in alerts allow for fast service.
See through black box pricing
Choose fixed pricing so you know exactly what you’re paying for and what it costs with no hidden fees or price hikes down the line.
Avoid vendor lock-in
Stay in control with flexible agreements that let you make changes when you need to, so you won’t feel stuck later on.
Budget confidently
Keep your pricing predictable so you don’t have to worry about unexpected expenses when planning for the future.
Traction Rec’s fixed pricing model was refreshingly different compared to other CRM vendors.
Emily Glading
Senior Director of Information Systems
PERSONALIZED SUPPORT
A partner you can count on
We know you can get CRM anywhere, that’s why we go further and invest more to help you and your team create impact that counts for your community.
Learn moreWith you from the start
We’ll be available to you and your team right from the beginning, setting you up for success.
2.5x
faster system migration
Get up and running with preconfigured settings and go live faster.
Support that lasts
Someone shows up every time you reach out. We’re quick to respond and here to help.
4.8/5
CSAT
Community centers report happiness with our product, service, and customer support.
Features that evolve
We continually survey and listen to understand what you need in our product. Then we build it.
1/3
REVENUE
Reinvested back into product innovation for new ongoing features and solutions.
Discover what sets us apart
Feature
Traction Rec
Built with Salesforce
Yes
Yes
Pricing
Fixed
Variable
Custom workflows
Codeless automation and integrated APIs
Built-in workflows with some customization options
Reporting and analytics
Custom dashboards, Einstein analytics, real-time insights
Real-time reports available; some add-ons required
Member view
360 member view with contacts, payments, and preferences
Siloed customer view with program and payment details
Integrations
As needed with native access to 3,000+ vetted apps
Required for basic functions
Scalability
Designed to grow with your community
Complex setups may require workarounds
Data portability & lock-in
Open platform with APIs and no long-term lock-in
Proprietary system; data exports require assistance
Customer support
Dedicated teams for support, engagement, and more
Basic support team with some delays
Our previous system left us feeling reactive, constantly troubleshooting instead of proactively managing our operations. Now we have greater control to better serve our members and community.
Tiffany Stewart-Harris
YMCA of Pierce and Kitsap Counties
