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Best-in-class tools to manage member data and streamline reporting from a central database.
Efficient and easy to use tools that come with a clean look, top security, and quality performance.
Transparent pricing means no hidden fees, no price changes, and no vendor lock in.
We’re a partner, not just a vendor. That means ongoing support tailored 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.





Discover opportunities to scale with advanced, real-time reporting that can be easily generated and tailored to your unique needs.
Reduce repetitive tasks and free up time to focus on members with a flexible platform that lets you easily create automated workflows.
Trusted by banks and healthcare organizations worldwide, Salesforce offers enterprise-grade security that you can count on.
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 Use tools that stay fresh, efficient, and easy to use—no clunky screens or outdated workarounds.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 moreUse a friendly, polished interface that is prioritized with the latest performance, security, and UX enhancements including AI—no manual upgrades needed.
Your staff will love using our simple and streamlined systems. Extensive training resources allow for a smoother and faster adoption internally.
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.






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.

Stay in control with flexible agreements that let you make changes when you need to, so you won’t feel stuck later on.

Keep your pricing predictable so you don’t have to worry about unexpected expenses when planning for the future.

PERSONALIZED SUPPORT
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 moreWe’ll be available to you and your team right from the beginning, setting you up for success.
Get up and running with preconfigured settings and go live faster.
Someone shows up every time you reach out. We’re quick to respond and here to help.
Community centers report happiness with our product, service, and customer support.
We continually survey and listen to understand what you need in our product. Then we build it.
Reinvested back into product innovation for new ongoing features and solutions.
Feature
Traction Rec
Yes
No
Fixed
Variable
Codeless automation and integrated APIs
Built-in workflows with some customization options
Custom dashboards, Einstein analytics, real-time insights
Real-time reports available; some add-ons required
360 member view with contacts, payments, and preferences
Siloed customer view with program and payment details
As needed with native access to 3,000+ vetted apps
Required for basic functions
Designed to grow with your community
Complex setups may require workarounds
Open platform with APIs and no long-term lock-in
Proprietary system; data exports require assistance
Dedicated teams for support, engagement, and more
Basic support team with some delays
Reach out to our team and we'll be happy to guide you through the main differences in Traction Rec and give you a tour.

