How we support your business

TrackerRMS prides itself on understanding its client’s day-to-day business and your Account Manager will be a vital support in helping TrackerRMS’ CRM Software integrate with your company.

How we implement TrackerRMS

Dependent on your reasons and business requirements  TrackerRMS offers two set up options to meet your requirements. Choose either from our Quick Start or Supported package.

Migrating my existing Data

Businesses tend to store data in many different formats, in many different places.  In order to ensure a smooth start and successful adoption of TrackerRMS we recommend that all existing data is reviewed and cleansed pre migration.

Integrating with other systems

There are a number of ways to integrate your TrackerRMS CRM Software with your ledger, from manual keying of transactional and financial information all the way up to real-time end-to-end integration.

How we train your team

TrackerRMS can build specific training solutions tailored to your company needs and training is provided in many forms. Some clients get up and running with only the support of our on-line help files and the intuitiveness of the software with no consultancy.

.

Log a support ticket

Existing customers can submit a support ticket through our on line portal or call their Account Manager at any time.