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TraceLock CRM
What it is
TraceLock CRM is an open-source, self-hosted CRM for security operations and incident response teams. It supports incident and case tracking, including coordinating response teams and containment tasks. For digital forensics and incident response outreach, it provides templated communications, status updates, and follow-up sequences for legal, insurance, and executive contacts. Built-in email templates cover healthcare, dental, legal, school systems, small businesses, generic outreach, and follow-ups or check-ins. An AI-powered email and remediation communications feature is exposed through a displayed POST /api/ai/email endpoint. The CRM tracks response readiness, case velocity, and service delivery, while also providing visibility into 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 described as available to inspect and modify. The Free plan costs nothing and has no per-seat pricing. Case management, responder collaboration, and API access are listed.
For and against
For
- Open source and self-hosted
- Coordinates response teams and containment tasks
- Includes templates for multiple industries
- Tracks readiness, case velocity, and service delivery
- No per-seat pricing
Against
- Self-hosted deployment requires users' own infrastructure
- AI email feature is presented through an API endpoint
The verdict
TraceLock CRM combines case coordination and outreach with operational and service pipeline tracking. Its self-hosted deployment gives users control over infrastructure and data, while requiring them to operate it themselves.
Who it suits
TraceLock CRM suits security operations and incident response teams that need to coordinate cases and outreach. Its self-hosted, open-source model is relevant to users who want to run and inspect the software on their own infrastructure.
Plans and prices
Free
Open source · Self-hosted · No per-seat pricing
Read 5 Oct 2026 · crm.tracelocksecurity.com
On the record
- Audience
- TraceLock CRM is built for security operations and incident response teams.crm.tracelocksecurity.com · read 5 Oct 2026
- Case tracking
- It supports incident response and case tracking, including coordination of response teams and containment tasks.crm.tracelocksecurity.com · read 5 Oct 2026
- DFIR outreach
- It provides templated outreach, status updates, and follow-up sequences for legal, insurance, and executive contacts.crm.tracelocksecurity.com · read 5 Oct 2026
- Email assistance
- It offers AI-powered email and remediation communications through a displayed POST /api/ai/email endpoint.crm.tracelocksecurity.com · read 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.crm.tracelocksecurity.com · read 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.crm.tracelocksecurity.com · read 5 Oct 2026
- Maker positioning
- The page describes the CRM as built by security professionals for security professionals.crm.tracelocksecurity.com · read 5 Oct 2026
- Open source
- The CRM is described as open source and available to inspect, modify, and self-host.crm.tracelocksecurity.com · read 5 Oct 2026
- Readiness
- It tracks response readiness, case velocity, and service delivery.crm.tracelocksecurity.com · read 5 Oct 2026
- Reporting
- It provides visibility into pipeline health, lead quality, and revenue for security services.crm.tracelocksecurity.com · read 5 Oct 2026