ProTrax is a project tracker for LBM outside sales reps and the customers they serve. It is built to manage jobs, connect customers directly to their rep, and track a book of business in one place.
Its job-tracking features cover a job from quote to close, with pipeline status and milestones. A customer portal gives customers their own login to follow job progress in real time. Customers can request materials from their phone, and the assigned rep receives an instant notification. The system also supports appointment requests, rep confirmation, and built-in conflict detection. Opportunities and quotes appear in one view with a won/lost flow. ProTrax also includes Crest Sales Tracker, which adds commission tracking, gross margin percentage, and vendor loyalty metrics.
The product works on iPhone, iPad, and the web. It is part of the Crest Sales Suite. The page describes a founding member offer as free forever, with full access free at sign-up, including Crest Sales Tracker; starting with v2.0, Crest requires ProTrax Pro.
ProTrax sits in PulseGate's Project management category. It focuses on helping LBM sales reps and their customers track projects, manage jobs, and streamline sales processes. ProTrax is a B2B product aimed at LBM (lumber/building materials) sales representatives and their clients. ProTrax follows a freemium model. ProTrax is available on the web and iOS.
ProTrax first shipped in 2026. Among its 6 catalogued features are job tracking, customer portal, and material requests.
Summary written by a language model from the project’s public pages.
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