Setting Up Your Account

3 min read

Updated January 15, 2026

Creating 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.

Make sure to check your spam folder if you don't see the code within a few minutes.

Once verified, you'll be prompted to: - Set a secure password - Enter your company name - Select your industry - Choose your primary use case

Setting Up Your Profile#

After creating your account, complete your profile by adding:

Business Information - Company name and address - Phone number for caller ID - Business logo

Notification Preferences - Email notifications for responses - SMS alerts for hot leads

Connecting Services#

For the best experience, connect these services:

1. Payment Method - Add a credit card for pay-as-you-go credits 2. CRM Integration - Sync leads with Salesforce, HubSpot, or Podio 3. Phone Verification - Verify your phone for 10DLC SMS registration

Connecting your CRM early ensures all interactions are logged automatically from day one.

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