Setting Up Your Account

To get started with Trackably, visit our signup page and enter your email address. You'll receive a verification code to confirm your email.

Once verified, you'll be prompted to:

• Set a secure password
• Enter your company name
• Select your industry (Real Estate, Home Services, etc.)
• Choose your primary use case

After creating your account, complete your profile by adding:

Business Information

• Company name and address
• Phone number for caller ID
• Business logo (for branded mail)

Notification Preferences

• Email notifications for responses
• SMS alerts for hot leads
• Daily/weekly campaign reports

For the best experience, connect these services:

• Payment Method - Add a credit card for pay-as-you-go credits
• CRM Integration - Sync leads with Salesforce, HubSpot, or Podio
• Phone Verification - Verify your phone for 10DLC SMS registration
• Domain Verification - For custom email sending domains