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Get the Most Out of SmartTrackCRM: FAQs to Guide You

Find swift solutions with our FAQ page—your go-to guide for mastering SmartTrackCRM’s robust tools and features, optimizing both customer and employee experiences.

General

Our dashboard offers real-time views of key metrics like sales, customer interactions, and employee performance, with customizable features for different user needs.
The mobile CRM app allows real-time data access and updates on customer interactions and sales, supporting offline syncing and customizable layouts for uninterrupted field productivity.
The app provides real-time service tracking, direct business communications, personalized notifications, and a user-friendly interface to boost customer satisfaction and engagement.
Yes, our dashboard is fully customizable, enabling the addition of specific KPI widgets and integration with various business tools to tailor it to unique operational needs.
It features advanced security measures such as encrypted data transfers, secure login protocols, and customizable user permissions to ensure data integrity and security when accessed remotely.
Integrating CRM dashboards with other systems enhances data consistency, reduces manual input errors, and provides comprehensive insights, improving strategic decision-making and operational efficiency.

Fee

The Basic plan, priced at $199.99 per month, supports up to 100 clients and includes CRM, mobile apps for customers and employees, TeamChat, customer ticket support, social media engagement, calendars, appointments, estimates, proposals, and comprehensive management tracking for customers, employees, services, products, jobs, and more.

The Standard plan, at $229.99 per month, offers all the features of the Basic plan but supports up to 200 clients. This plan is ideal for businesses looking to expand their customer base without switching to a more premium service tier.

The Premium plan is priced at $269.99 per month and caters to businesses with more than 200 clients. It includes all Basic and standard-plan features designed to support larger businesses with more extensive customer management needs.

Yes, you can start with the Basic plan and upgrade to Standard or Premium as your business needs evolve. Upgrading is easy and ensures your CRM capabilities grow with your client base and operational demands.

The monthly fees for each plan are all-inclusive for the listed features. There are no hidden costs for the standard features provided. However, any customizations or additional integrations beyond what is listed may incur additional charges.

Consider your current number of clients and your growth plans. Choose the Basic plan for up to 100 clients, Standard for up to 200, and Premium for 200+ clients. Each tier is designed to scale with your customer base's increasing complexity and size.

Support

For any issues with the SmartTrackCRM dashboard, you can access support through the web portal user management interface, where you can submit a ticket. Our customer support team can assist with any technical or user experience issues.

Users of the customer mobile app can reach out for support via the app's built-in customer ticket support system. This feature allows customers to report issues directly within the app, ensuring prompt attention and resolution from our support team.

Employees can use the TeamChat feature in their mobile app to communicate directly with our support team for real-time assistance. This ensures that employees can quickly resolve issues and minimize downtime in their work.

Yes, we provide comprehensive video tutorials and a knowledge base for the CRM dashboard, which are accessible via the web portal. These resources help users understand all features and functionalities, enhancing their ability to manage and track data efficiently.
Custom support requests for specific features in the customer mobile app can be submitted through the customer ticket support system. Our team will evaluate the request and provide personalized assistance or enhancements to meet your specific needs.
For any bugs or glitches in the employee mobile app, report the issue directly through the app's feedback or support section. Our technical support team will investigate and deploy fixes in updates to ensure the app functions smoothly for all users.