The information below provides answers to commonly asked questions. Send us an email if you have a question we have not listed.
Quite simply, we are an online customer relationship management application.
We built CustomerTrackr from the ground up to be easy to learn, use and understand. We pride ourselves with delivering a product that not only manages your customers but allows you to spend less time managing them and more time servicing them.
Before building CustomerTrackr we tried the competition but found it too complex, full of features we did not need and generally difficult to use. We knew what we wanted and did not want to spend time with a system that did not fit our needs.
Out of this desire for a simple, clean, easy to use interface came CustomerTrackr. We are constantly adding features and tweaking our code to ensure we deliver the best CRM solution on the web.
In order to see your customers local weather, you need to provide a zip code. If no zip code is provided, you will not see their local weather.
However, if there is a zip code, but still no weather, then the API may have failed to return data, you can try again in a few minutes to see if the problem goes away.
There are two ways to edit data that you have added to CustomerTrackr.
Different browsers handle downloading files differently. But for most browser, you can right click and choose "Save Target As" (Internet Explorer) or "Save Link As" (Firefox). There are options in each browser that let you know change how the browser handles opening / saving of different file types.
If you have access to modify payments, you should see a link called add a payment. Clicking this link will display a form fields to add the payment amount and date paid. You add as many payments as needed to fulfill the order sale.
To remove a payment, just click the delete icon next to the payment fields. Note, you cannot undo a deletion.
User associations allow you to connect sales people, installers and other users to orders. A simple usecase can be when you want to determine the sales commission for an employee. Connecting the user to an order makes it easier to determine sales commissions when generating reports.
Decide whether an order status will be used in the sales statistics report. We use the status to determine which orders should be included in the order sold ratio. The order sold ratio helps salespeople determine which percentage of their orders are sold.
Order reminders allow you to set a future date that reminds you to follow up with a customer or order.
To set a reminder, go to an order and choose a date in the order reminder field. On the day selected, you will get a message at the control panel page to notify you of your reminder.
Please note that you will need to be associated with the order for a reminder to appear in the control panel.
Now that you have your company setup, wouldn't it be easy if customers could fill out a form and automatically have their information entered into CustomerTrackr? Funny you ask, because we did just that. We stripped down the "Add Order" form page and gave you the ability to use it outside of CustomerTrackr
All you need to do is link to this address, , from your companies website. When a customer fills out the form, their information will automatically be placed in CustomerTrackr for you to review.
We know that the lovely color scheme of this website may not fit your companies brand, so we allow you to customize the look and feel of the form to match your websites' color scheme. Use the "Style" tab in the Settings page to modify the page style.