These are answers to some frequently asked questions. If you have a question that is not covered here, or would like more information about our services, please contact us.

1. What is CRM?
2. What does "web-based" mean?
3. Why are the benefits of using software that is web-based?
4. How much does this cost?
5. When will I be able to start using the software?
6. Can I test the software before becoming a paying customer?
7. What is involved in building a custom software package for my company?
8. What makes your software better than tools like ACT!, Outlook, and Goldmine?
9. Can I import my existing data?
   
   
   Please contact us with any additional questions, or sign up for a free 30-day trial to get started today!

1. What is CRM?
   Customer Relationship Management (CRM) is the process of building and maintaining relationships with clients and customers by saving data and reusing it at scheduled intervals to better serve their needs.
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2. What does "web-based" mean?
   Our software is delivered "as a service" via the internet. Historically when buying software, you were forced to undergo a complicated process of installing it on your own server and computers, often involving an in-house IT staff. With our "on demand" model, your data is hosted on our servers and distributed back to you as you need it. This allows new users to get started immediately, and also keeps costs very low. Best of all, you aren't forced to purchase an expensive package that may not be used by much of your staff. We charge "per user, per year", so you are only billed for the accounts that are actually being used. Most of our clients consider us another utility, similar to the way you pay a monthly cable or water bill.
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3. Why are the benefits of using software that is web-based?
   The greatest benefit of choosing a web-based solution is the ease of implementation. Our typical new client can have an active account within 2 hours, and can add new users with a few clicks. There is no drawn-out installation process or need to hire additional implementation staff. Another benefit is affordability, which is a direct result of our web-based distribution. We don't need to manufacture, package, ship, or install software, and we're able to pass the savings along to our clients. The third benefit is customization, which is not usually an option for traditional installed software. Whereas with an installed package you would need to hire software developers and database experts to customize the software, our staff can quickly alter your version of our software right on our servers, and quickly begin serving the custom solution to you. Furthermore, as we add new upgrades to the standard software package, we can automatically implement these changes to your subscription if you desire. Other benefits include security, support, and the robustness of our product offering.
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4. How much does this cost?
   Our pre-configured solutions are billed on a per-user, per-year fee schedule, meaning you only pay for the accounts that are actively being used. The yearly fee varies depending on number of users and length of service agreement. Customization of pre-configured packages is typically free, depending on extent of customization. Completely custom-built solutions are billed in the same way, with the addition of an initial development fee. For more information, please visit our prices page.
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5. When will I be able to start using the software?
   You can be online and using one of our pre-configured solutions withing 2 hours or less. To get started, simply sign up for a free 30-day trial. When your trial expires, let us know if you'd like us to change or add any features, or if you're happy with the standard product. Either way, you can begin using ClienTracker immediately without ever experiencing an interruption in service..
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6. Can I test the software before becoming a paying customer?
   Yes. To get started, simply sign up a free 30-day trial.
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7. What is involved in building a custom software package for my company?
   Before building a custom solution, you may want to use ClienTracker for free for 30 days. look at our pre-configured solutions. If the standard version of ClienTracker (or a slightly modified version) will not meet the needs of your company, we can build you a customized solution (built from the ground up). To get started, please contact us with some information about your industry, your company, and what you're looking for in a CRM package. An account representative will contact you to further discuss these needs, and if you choose to move forward with the development, we will begin the development process. This process can take a couple of weeks to two months, depending on the complexity of the project. A development fee will be negotiated, as well as an annual subscription fee for our on-demand distribution. Custom built solutions may also be hosted on your server, although allowing us to host it will include our security and support services.
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8. What makes your software better than tools like ACT!, Outlook, and Goldmine?
   Although these tools have found wide adoption in the marketplace, they are really just advanced email programs with some contact management features. They lack true customization support, and require complicated processes or add-ons to be accessed via the web. An internal network is usually required to share data throughout the organization, and upgrades must be purchased year after year. Also, dedicated support is not usually available, and an in-house IT staff is typically required to maintain these packages. Our software is distributed via the web, hosted on our servers, maintained by our staff, distributed "on demand", fully customizable, constantly being upgraded at no cost to our users, and affordable.
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9. Can I import my existing data?
   Yes, your data can be imported into ClienTracker in a matter of minutes.
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