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Traction Rec is built on Salesforce, not just connected to it. That means you have a secure, reliable platform trusted by organizations around the world. Your data, reporting, and operations all live in one system—no syncing, no silos, and no extra logins.
Traction Rec’s built-in AI Agents handle the busy work so your team doesn’t have to. They guide users through registration, answer common questions, and help take action on tasks, so your staff can focus on people, not processes.
Every organization runs differently. Start with built-in templates, reports, and dashboards that work out of the box. Then make them your own. Traction Rec gives you the freedom to adjust workflows, tailor fields, and automations—no coding or vendor delays required.
Get 24/7 support, proactive check-ins, and a peer community by your side today. With dedicated success teams invested in your growth for tomorrow.
Built directly on Salesforce, Traction Rec gives you a secure, scalable platform with a single source of truth. No bolted-on databases, no silos. Just reliable technology that grows with you.



Get the data you need, on demand. Easily customize real-time dashboards and reports to get the data you need instantly, with no exports or extra tools required.
Set up and replicate programs in minutes, not hours. With cloning and bulk tools, setup is simple and consistent across multiple locations.
Connect every interaction—from registration to fundraising—in one unified system. Delight members with a seamless experience, while reducing manual work for staff.
Always-on AI that understands your members and takes action. Traction Rec’s Agentic AI helps your organization move faster, lighten the load for staff, and deliver seamless, human-feeling support. Any time, in any language.
Watch the AI Customer ExperienceAgentic AI doesn’t stop at conversation. It registers, renews, and resolves in real time—helping members complete tasks instantly while reducing admin work for your team.
By reinvesting one-third of revenue into R&D, Traction Rec continues to evolve with every release—bringing new AI Agents and capabilities that strengthen your operations and elevate your member experience.


Jump in with pre-configured templates, reports, and dashboards that work right out of the box.

Adjust workflows, fields, and automations to fit how your team operates—no coding or vendor delays required.

Expand programs, services, or branches effortlessly without extra costs or system rebuilds.

BEST IN-CLASS SUPPORT
CRM software is everywhere—but we know your work goes deeper. Many of our own team began in community centers. We know the work, and we build tools that truly support your community, mission, and customers.
Learn moreWe’ll get your team set up for success from the start.
Launch quicker with preconfigured settings and go live faster.
24/7 support and a rich knowledge base give you answers whenever you need them.
Community centers love our service, products, and support.
Join peers monthly to share best practices, network and foster ongoing collaboration.
Virtual meetups & slack channels bring peers together to share, learn, and grow.
Feature
Traction Rec
Yes
No (Integrated only)
Yes
No
Agentforce AI, built directly on Salesforce and tailored to community organizations
No (Integrated only)
Codeless automation, flexible workflows, and open APIs
Pre-set workflows, customization requires services and added cost
Custom dashboards, Einstein Analytics, real-time insights, and 200+ reports shaped by customer feedback
Basic out-of-the-box reports; limited customization
Native access to 3,000+ vetted apps
Limited options
Built for growth; multi-branch ready
Suitable for small orgs
Fully transparent, fixed price, with flexible monthly, annual, or long-term options — no hidden fees
Hidden fees, services and add-ons
You own your data — always. Export easily anytime without restrictions
Proprietary system; export may require assistance and fees
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.

