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SPECIFICTION
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TraceLock CRM

crm.tracelocksecurity.com

Free plan APISelf-hosted
Visit crm.tracelocksecurity.com
Spec score 6.9 #17 of 21 in Incident Response Software

What it is

TraceLock CRM is a free, open-source customer relationship and case system for security operations and incident response teams. It is self-hosted, so users can run it on their own infrastructure and retain control of data. The system supports incident response and case tracking, including coordination between response teams and containment tasks. For DFIR outreach, it provides templated messages, status updates, and follow-up sequences for legal, insurance, and executive contacts. Templates cover healthcare, dental, legal, school systems, small businesses, generic outreach, and follow-ups or check-ins. TraceLock tracks response readiness, case velocity, and service delivery, while reporting gives visibility into pipeline health, lead quality, and revenue for security services. An AI-powered email and remediation communications endpoint is displayed as POST /api/ai/email. The Free plan is free, with no per-seat pricing. Case management, responder collaboration, and API access are listed.

Spec sheet

Audience
TraceLock CRM is built for security operations and incident response teams.Read 5 Oct 2026 · crm.tracelocksecurity.com
Case tracking
It supports incident response and case tracking, including coordination of response teams and containment tasks.Read 5 Oct 2026 · crm.tracelocksecurity.com
DFIR outreach
It provides templated outreach, status updates, and follow-up sequences for legal, insurance, and executive contacts.Read 5 Oct 2026 · crm.tracelocksecurity.com
Email assistance
It offers AI-powered email and remediation communications through a displayed POST /api/ai/email endpoint.Read 5 Oct 2026 · crm.tracelocksecurity.com
Email templates
Built-in templates are listed for healthcare, dental, legal, school systems, small businesses, generic outreach, and follow-up/check-ins.Read 5 Oct 2026 · crm.tracelocksecurity.com
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.Read 5 Oct 2026 · crm.tracelocksecurity.com
Maker positioning
The page describes the CRM as built by security professionals for security professionals.Read 5 Oct 2026 · crm.tracelocksecurity.com
Open source
The CRM is described as open source and available to inspect, modify, and self-host.Read 5 Oct 2026 · crm.tracelocksecurity.com
Readiness
It tracks response readiness, case velocity, and service delivery.Read 5 Oct 2026 · crm.tracelocksecurity.com
Reporting
It provides visibility into pipeline health, lead quality, and revenue for security services.Read 5 Oct 2026 · crm.tracelocksecurity.com

Plans and prices

Free Free Open source · Self-hosted · No per-seat pricing Read 5 Oct 2026 · crm.tracelocksecurity.com

Every TraceLock CRM plan and price →

Strong points and limits

Strong points

  • Free plan with no per-seat pricing
  • Self-hosted deployment and data control
  • Incident response and containment tracking
  • Templates for multiple outreach audiences
  • API access and responder collaboration

Limits

  • Requires self-hosting
  • Focused on security operations teams
  • AI email feature is shown as an API endpoint

Who it suits

TraceLock CRM suits security operations, incident response, and DFIR teams that need self-hosted case coordination and outreach tools. It also fits organizations that want inspectable open-source software and control over their infrastructure and data.

Verdict

TraceLock CRM combines security case management, outreach templates, readiness tracking, and service reporting in a self-hosted open-source package. Its free plan and API access suit teams prepared to manage their own deployment.

Where Specifiction places it

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