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Don’t struggle with disconnected, outdated systems. Traction Rec uses and extends the built in features of Salesforce for a true CRM foundation that scales.
Clunky registration flows are no fun. AI Agents help members register, renew, and get answers instantly—reducing wait times and freeing your staff to move faster.
Leave hidden fees and forced add-ons behind. Traction Rec offers straightforward, flat-rate contracts and no-nonsense refunds. Plus your data is yours to keep forever.
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 support tickets or extra costs.
Set up and replicate programs in minutes, not hours. With cloning and bulk tools, it just takes a few clicks—no confusing workarounds.
Automate the member journey from sign-ups and renewals to cancellations. 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.
Learn more about AI in Traction RecAgentic 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.


Skip the hidden fees. Simple, predictable contracts keep costs steady and you get complete data ownership for life.

Renewal caps and flexible terms let you adapt as your organization grows—without lock-ins or hidden costs.

Get the most out of your investment with Traction Rec. You get regular contact with our customer support team to ensure you’re only paying for what you need and nothing more.

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 and mission.
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.
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Fully transparent, fixed price, with flexible monthly, annual, or long-term options — no hidden fees.
Multi-year locked contract terms & payments; hidden fees.
Multi-year locked contract terms & payments; hidden fees.
Agentforce AI, built directly on Salesforce and tailored to community organizations.
Some AI through third-party tools; not nonprofit-specific.
None
Codeless automation, flexible workflows, and open APIs.
Pre-set workflows, customization requires services and added cost.
Static workflows, no customization or upgrades.
Scales with you on a single platform, with enterprise-grade security and on-platform AI.
Built for large orgs; scaling down is limited.
Built for small orgs only; will outgrow & migrating up requires moving to Operations.
Custom dashboards, Einstein Analytics, real-time insights, and 200+ reports shaped by customer feedback.
Basic out-of-the-box reports; limited customization, often at extra cost.
Basic out-of-the-box reports; limited customization.
Native access to 3,000+ vetted apps.
Required even for basic functionality.
None; system does not support integrations.
Dedicated Success Team, proactive check-ins, on-demand admin help, and peer community meetups.
Reactive support team, slower response times, limited flexibility.
Minimal support structure; limited investment in future enhancements.
You own your data — always. Export easily anytime without restrictions.
Data tied to contracts; export requires fees and assistance.
Proprietary system; data export restricted.
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.

