Unlimited transcription and AI analysis means every conversation gets captured, not just a sample of them.

How it works: There are no usage caps on the Professional Team plan. Every sales call and every client conversation is captured, transcribed, and analyzed, giving you full coverage instead of a partial picture.

Covers:

• Unlimited call volume across the team
• Full coverage instead of sampled coverage
• Consistent data for coaching and performance trends

Best for: Growing teams that do not want to ration usage or guess which calls matter most.

The coaching library turns your best real conversations into training material for the whole team.

How it works: Tag examples of strong discovery calls, effective objection handling, successful renewal conversations, and well-handled client escalations. Anyone on the team can pull up these examples to see what good looks like in your specific environment.

Covers:

• Tagged examples from real team calls
• Coverage across discovery, objections, renewals, and escalations
• A living library that grows as your team does

Best for: Teams that want new hires to ramp up faster by learning from real calls instead of generic training material.

Custom AI analysis packages make sure TRAQ evaluates calls against what actually matters to your business, not a one-size-fits-all rubric.

How it works: TRAQ’s analysis engine is configured around your sales methodology, your account management workflows, your compliance requirements, and your scoring criteria. Sales teams and client success teams can each run their own analysis framework within the same platform.

Covers:

• Scoring criteria built around your methodology
• Separate frameworks for sales and client success teams
• Compliance requirements built into the analysis

Best for: Teams whose sales process or compliance needs do not fit a generic scoring template.

Client health monitoring helps account managers catch a cooling relationship before it shows up as a difficult renewal conversation.

How it works: TRAQ tracks sentiment, engagement patterns, and communication trends across every client interaction. When a relationship starts to cool, account managers get an early warning instead of finding out at renewal time.

Covers:

• Sentiment and engagement tracking across every interaction
• Early warning signals before a renewal or cancellation conversation
• A clearer view of account health over time

Best for: Client success and account management teams who want to get ahead of churn instead of reacting to it.

Custom reporting means everyone sees the numbers that matter to their role, not a generic dashboard.

How it works: Dashboards and reports are built around your KPIs instead of generic defaults. Sales managers see pipeline activity and conversion signals. Client success managers see account health and engagement trends.

Covers:

• Dashboards built around your specific KPIs
• Separate views for sales and client success managers
• Less time digging through data that does not apply to a given role

Best for: Managers who want a dashboard that matches how they actually make decisions.

Scorecards turn ongoing performance into something you can track over time, instead of relying on gut feel.

How it works: Every team member gets an ongoing scorecard built from their actual conversations. You can track performance over time for both sales reps and account managers, spot who is improving, and identify who needs coaching.

Covers:

• Ongoing scorecards built from real conversations
• Performance tracking over time
• Early visibility into coaching needs and performance gaps

Best for: Managers who want to catch a performance gap before it affects revenue or retention.

Team benchmarking shows you how each person stacks up against their peers, on a level playing field.

How it works: TRAQ compares each team member against peers on the metrics that matter most, normalized for conversation volume so comparisons stay fair. It works across both your sales team and your account management team.

Covers:

• Peer comparisons on key metrics
• Volume-normalized scoring for fair comparisons
• Coverage across sales and account management teams

Best for: Managers who want to identify top performers and coaching opportunities without comparing apples to oranges.

Role-based access and permissions make sure sensitive client conversations and coaching feedback stay with the right people.

How it works: Access is controlled across the organization. Reps and account managers see their own conversations and scores. Managers see their team. Executives see the full picture.

Covers:

• Individual access to a rep or account manager’s own calls
• Team-level access for managers
• Organization-wide visibility for executives

Best for: Organizations that need to control who can see sensitive client conversations and coaching feedback.

Standard VoIP integration captures every call from your existing phone system, without asking your team to change how they work.

How it works: Calls from your existing phone system are captured automatically the moment they happen. Recording, transcription, and analysis run in the background for every sales call and every client conversation, with no new tools required.

Covers:

• Automatic capture from your existing phone system
• Recording, transcription, and analysis with no manual steps
• Coverage for sales calls and client conversations alike

Best for: Teams that want full call capture without switching phone systems or changing daily habits.

The Desktop Recorder captures any audio that plays through your computer, so your team is never stuck waiting on a new integration just because a client wants to hop on a different tool.

How it works: When a conversation starts playing through your computer’s audio, TRAQ captures it automatically and runs it through the same transcription and analysis pipeline as every other call.

Works with:

• Zoom, Microsoft Teams, Google Meet, and Webex
• Browser-based dialers and softphones
• Any other tool where audio plays through your computer

Best for: Reps and account managers who juggle several video and calling tools and want the same capture and analysis no matter which one a client prefers.

Mobile recording ensures that conversations on cell phones and in face-to-face meetings receive the same capture and analysis as calls made at a desk.

How it works: TRAQ records and transcribes calls made directly from mobile phones, plus in-person meetings captured through the mobile app. Whether a rep is on a cell call, sitting across the table from a prospect, or traveling between appointments, every conversation flows into the same analysis engine as the rest of your team’s calls.

Covers:

• Recording and transcription for calls made on mobile phones
• In-person meeting capture through the mobile app
• Full analysis on every conversation, no matter where it happens

Best for: Teams with reps who sell in the field, meet clients face to face, or work anywhere outside the office.