CRM Private Data Management with Salestracker

Effectively manage your private data records

Import and manage private prospect data

Salestracker lets users import their own private data using the My Data function. Whether you’ve purchased a separate list, gathered leads manually, or built your own pipeline, you can upload those records to your Salestracker account and manage them in a secure, structured environment.

• Upload up to 2,500 records via CSV
• Manual entry also supported for individual records
• Field-matching tools simplify data mapping and avoid duplicates

Who uses My Data?

This feature is ideal for sales and marketing teams with their own contact data but no reliable system to manage or action it. My Data supports SME sales operations, national campaigns, and everything in between.

Unlike third-party CRMs, Salestracker gives you access to both your private data and Insight Data’s live datasets in one place, making it easier to compare, prioritise and target new opportunities.

Keep private data secure and controlled

All private data remains visible only to users on your Salestracker account. It’s not shared with other clients or Insight Data’s central system. Your company retains full control and visibility—perfect for GDPR compliance and internal governance.

Centralise all your sales and marketing data

Once uploaded, private records function like any other within Salestracker. You can:

• Add company and contact information
• Tag product interest, location, or project type
• Attach documents, emails, and meeting notes
• Assign tasks or activity logs for your sales team
• Track performance with dashboards and reporting tools

Combined with Insight Data’s verified databases—such as the General Builders Database or Architects Database—you get a single source of truth for all sales activity.

Salestracker: purpose-built CRM for construction and trade suppliers

If you work in construction, fenestration, or trade supply, a general CRM won’t give you the targeting power of Salestracker. From filtered datasets to lead tracking and GDPR-compliant storage, Salestracker is the only system built specifically for this industry.

Get a demo of CRM private data management in action

To explore how Salestracker helps you manage private data alongside Insight Data’s live records, request a demo or call our team on 01934 808 293.

Want to learn more about this feature? Visit our guide on My Data Records for deeper insights.

Related Services:

• Salestracker CRM Software
• Direct Marketing Services
• Trade Prospect Databases