TRAQ Mobile:
The Perfect Solution for Your Sales and Service Teams on the Road.
The perfect companion to your TRAQ account, TRAQ Mobile is the essential app for capturing and optimizing your in-person meetings.
Record
Stay engaged without worrying about missing a single detail of your conversation.
Attach Photos
Add a photo of a tradeshow badge, a whiteboard, or a face to add even more context.
Add Comments
Have an idea you don’t want to forget? Jot down a quick note for yourself or for your team.
Auto-Sync
Your recording, photos, and comments auto-sync to your Traq account for instant analysis.
Take the power of TRAQ with you...everywhere
Gone are the days of struggling to recall critical conversation details – TRAQ transforms every interaction into an opportunity for success.
TRAQ Mobile drives your tradeshow ROI
- Perfect recall of every conversation
- Call summaries for quick insights
- Auto-detect & tackle prospect objections
- Prioritize & track action items
- Auto-drafts follow-up emails
Work on relationships, not note taking
- Review and share key meeting points with team members
- Identify action items and improve meeting efficiency
- Ensure accurate communication and understanding
- Quickly reference decisions made during the meeting
- Save time on post-meeting reviews
Add more productivity to team meetings
- Document important discussions, ideas, and decisions
- Identify areas for improvement and innovation
- Use as training materials for new team members
- Clearly document action items and responsibilities assigned
- Attach photos of whiteboard sessions and visual aids for better collaboration
TRAQ Mobile: Unleash Your Potential
Gone are the days of struggling to recall critical conversation details – TRAQ transforms every interaction into an opportunity for success.
Perfect Recall
Never miss a detail again. Every word is captured and analyzed.
Task Prioritization
Keep track of action items, effortlessly.
Insightful Summaries
Instantly grasp the essence of your conversations.
Follow-up Emails
Personalized, context-rich communication at your command.
Identify Objections
Identify and address potential deal-breakers in real-time.
Easy Sharing
Seamlessly distribute key details to stakeholders.
TRAQ for Field Services & Service Teams
Everything you need to know about using TRAQ in the field — from active walkthroughs to multi-stop days to manager coaching.
THE BASICS
What is TRAQ and how does it help field sales and service reps?
Can TRAQ record in-person meetings, or is it just for phone and video calls?
What does TRAQ actually give you after a meeting?
Is this useful for service reps, or just salespeople?
USING TRAQ IN ACTIVE ENVIRONMENTS
Does a rep have to stand still or hold the phone up to use TRAQ?
Not at all. That's one of the things that makes TRAQ especially useful for field work. The mobile app picks up voices clearly even when the phone is held at your side, clipped to your belt, or tucked into a shirt pocket. Reps can move naturally through a space walking, pointing things out, taking a look at something without ever breaking stride to manage a recording device. The conversation just gets captured.
What about situations where the rep is walking and talking at the same time?
That's actually where TRAQ shines. Think about a sales rep walking through a client's home discussing window covering options for each room. They're moving from window to window, the client is pointing things out, preferences are being shared in real time and TRAQ is capturing all of it. No scrambling to take notes. No trying to remember which room wanted blackout shades versus light filtering. It's all there in the transcript when the meeting ends.
The same thing applies on a factory floor. A supervisor is walking a rep through the space, pointing at equipment, describing problems, explaining what they need. That's a high-value conversation happening in a loud, active environment and TRAQ handles it. When the walkthrough is done, the rep has a complete record of everything discussed, flagged action items, and a summary ready to go.
Does the phone need to be held up near the rep's mouth to get a good recording?
No. TRAQ's mobile app is designed to pick up voices without the phone needing to be anywhere near the speaker's face. Reps have successfully captured clear conversations with the phone held low at their side, resting in a shirt pocket, or sitting on a table nearby. It doesn't need to be the center of attention in the room which actually makes conversations feel more natural for the client too.
Does TRAQ work in noisy environments like job sites or warehouses?
Yes. The mobile app is built to handle real-world conditions. It's not a perfect science in every environment, but TRAQ handles ambient noise better than most and still delivers a useful transcript even in less-than-ideal settings.
FIELD-SPECIFIC USE CASES
What happens when a rep has multiple stops in a day?
Can TRAQ help when one rep hands off a client to another rep or specialist?
What if a client later says "that's not what I asked for" or "you promised me something different?"
How does TRAQ help with quoting accuracy after a site visit or walkthrough?
What if there are multiple people in the room like a client and their spouse, or a supervisor and their plant manager?
Is TRAQ useful for follow-up calls after a job is completed or a service is delivered?
Can TRAQ capture conversations that aren't in English?
SECURITY, COMPLIANCE, AND GETTING STARTED
How does TRAQ ensure the privacy and security of recorded conversations?
Can I access my field recordings on my desktop after the meeting?
How hard is it to get a field team up and running on TRAQ?
What types of organizations get the most value out of TRAQ for field teams?
AI ANALYSIS AND CUSTOM CONFIGURATION
What does TRAQ's AI actually do with a recorded conversation?
Can TRAQ be configured to capture specific information that's important to our business?
Yes, and this is one of the things that separates TRAQ from a basic recording tool. The AI analysis can be tailored to fit the way your team actually works. If your reps need to capture measurements during a site visit, TRAQ can pull every measurement mentioned in the conversation and present them in an organized format so there’s no hunting through a transcript line by line. If there are specific qualifying questions your reps are supposed to ask, TRAQ can track whether they were asked and what the client said. If there's critical information your process depends on such as budget, timeline, decision criteria, or product preferences, TRAQ can be set up to surface all of it consistently, every time.
What happens if a rep forgets to capture something important during the meeting?
COACHING AND MANAGEMENT
How does TRAQ help managers coach field reps they rarely see in person?
Can TRAQ be used to onboard and train new field reps?

Fernando
Our team was blown away by TRAQ and it’s ability to capture in-person conversations and put the conversation and analysis right into Salesforce. Amazing!

Robin
After 2 very successful days meeting vendors at the largest DoD convention, being able to record our conversations, collect transcriptions, take photos, and organize it all was amazing! It was all so easy. TRAQ is a game changer.Thank you.



