TraceLock CRM
TraceLock CRM is an open-source, self-hosted CRM designed for security operations and incident response teams.
What TraceLock CRM is
TraceLock CRM is an open-source, self-hosted CRM designed for security operations and incident response teams. It supports incident response and case tracking, including coordination among response teams and containment tasks. For legal, insurance, and executive contacts, it provides templated outreach, status updates, and follow-up sequences. Built-in email templates cover healthcare, dental, legal, school systems, small businesses, generic outreach, and follow-up or check-in messages. An AI-powered email and remediation communications feature is exposed through a POST /api/ai/email endpoint. The CRM tracks response readiness, case velocity, and service delivery, while reporting shows pipeline health, lead quality, and revenue for security services. Users can run it on their own infrastructure and retain control of their data. The product is available to inspect and modify. Its Free plan costs nothing, with no per-seat pricing. Case management, responder collaboration, and API access are listed capabilities.
Good
- Open-source and self-hosted
- No per-seat pricing
- Incident case tracking
- Templated outreach sequences
- API access and responder collaboration
Watch out
- Designed specifically for security operations
- Self-hosting requires your infrastructure
- AI email feature uses a displayed API endpoint
- No paid plan details are listed
Who it suits
TraceLock CRM suits security professionals managing incident response cases, outreach, and service pipelines. It is particularly relevant to teams wanting open-source software hosted on their own infrastructure.
Verdict
TraceLock CRM combines case coordination, outreach, readiness tracking, and security-services reporting in a self-hosted package. Its open-source model and data-control focus appeal to teams prepared to operate their own deployment.
Plans and prices
From TraceLock CRM's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Open source · Self-hosted · No per-seat pricing |
The facts
Each one read from TraceLock CRM's own pages, with the date it was checked.
What it does
- Audience
- TraceLock CRM is built for security operations and incident response teams.checked 5 Oct 2026
- Case tracking
- It supports incident response and case tracking, including coordination of response teams and containment tasks.checked 5 Oct 2026
- DFIR outreach
- It provides templated outreach, status updates, and follow-up sequences for legal, insurance, and executive contacts.checked 5 Oct 2026
- Email assistance
- It offers AI-powered email and remediation communications through a displayed POST /api/ai/email endpoint.checked 5 Oct 2026
- Email templates
- Built-in templates are listed for healthcare, dental, legal, school systems, small businesses, generic outreach, and follow-up/check-ins.checked 5 Oct 2026
- Hosting and data control
- The product is self-hosted, and the page says users can run it on their own infrastructure and retain control of their data.checked 5 Oct 2026
- Open source
- The CRM is described as open source and available to inspect, modify, and self-host.checked 5 Oct 2026
- Readiness
- It tracks response readiness, case velocity, and service delivery.checked 5 Oct 2026
- Reporting
- It provides visibility into pipeline health, lead quality, and revenue for security services.checked 5 Oct 2026
The company
- Maker positioning
- The page describes the CRM as built by security professionals for security professionals.checked 5 Oct 2026
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