CRM Integration Meeting — 2026-01-20

Overview

Mark attended an on-site meeting at Tracti on January 20, 2026, where Tracti's CRM consultant was present to discuss integrating their CRM system. Mark joined primarily to observe and stay informed on the direction of the integration work.

Note: This article is derived from a passing reference in the ^[1]. Detailed notes from the Tracti meeting itself were not captured in the source material. This article should be updated with direct notes once available.

Context

• Mark had outstanding tasks related to Tracti involving website forms and form integrations ahead of this meeting.
• The CRM consultant's presence suggests Tracti is actively evaluating or implementing a CRM solution and wanted agency input or alignment.
• Mark indicated he wanted to "at least hear what they're talking about" — his attendance was informational rather than as a primary driver of the agenda.

Known Agenda Items

• CRM integration discussion with Tracti's external CRM consultant
• Website forms and their potential connection to CRM workflows

Action Items

• [ ] Mark to update Sebastian on any outcomes or follow-up items from the Tracti CRM meeting
• [ ] Sebastian to follow up with Tracti on Friday per his standing meeting cadence

Related

• ^[2]
• ^[3]