Effective date: 3/28/2017 Welcome to Handle CRM and Handle Inventory by CustomerTRAX (“Handle CRM”, “we,” “us” or “our”, “App”). Handle CRM is a simple, smart, and speedy solution designed to help businesses manage their customers and information. This privacy
Quoting in Handle begins with an Opportunity (Why would I track opportunities?). The opportunity is designed to act as a folder to house all information around a deal to sell, price, and close. This assumes the opportunity is identified early in
The Handle customer portal provides a way to share information with your customers and vice-versa. Create a customer login that allows them to view and potentially update the following information. Customers can View: Account Profile and Contacts Equipment Invoices Cases
Business system Accounts are synced to Handle. When Accounts are cleaned up (Merged, Deleted, Consolidated) in the business system, Handle will not automatically reflect those changes. Handle will turn those records in ‘Prospects’. Those Prospects will need to be merged
Account Edit Account fields  in Handle. (will write back to PFW / Disabled by default) Account Equipment Add Account Equipment. Edit Account Equipment fields  in Handle. (will write back to PFW/ Disabled by default) Inventory – Stock Unit Many fields on a Stock Unit
Any organization can add any additional fields to an account (customer or prospect) to track pertinent details. CustomerTRAX has added a new profiling section (group) and templates to track 5 primary areas. Organizational Profile – Contains questions to track general info
Pending Release The Handle Administration Portal enables Managers and IT administrators to manage permissions and features that are available to Handle users. Add users Remove users Set permissions Set Roles (to be released after phase 1) Notice the saved search
Problem: It takes too long to sell smaller items, frustrating the customer, and wasting valuable time. CustomerTRAX has created a new template using the Handle Framework that allows an organization to define their process, print the necessary info, collect signatures, get the
The Handle Inventory app has filters and a keyword search for quick searches. Many times users need to be more specific in their searches. CustomerTRAX has added the desktop advanced searching capabilities to the mobile inventory app (phone and tablet).
ISSUE: Grid column changes not saving correctly in desktop Silverlight version of Handle. DETAILS: After sorting, re-sizing columns and then logging out or navigating to another part of Handle, the changes are lost. The grid columns revert back to ‘all’ or
Handle Agent is a small lightweight desktop application for Windows. It runs in the system tray and allows you to search and interact with accounts and prospects without the need for an open browser window. If integrated with your phone
From Handle Inventory you can easily jump to the stock unit record if it exists on your dealership’s Machine Finder Pro site. Because this is accessed from Handle Inventory screen, it is available to full licensed users only. Start MFPro
Handle’s data integration engine allows us to tie into any data source if allowed and configured. This integration allows for users/employees to access the data, and perform daily tasks all from one system, reducing the need for accessing/updating multiple systems.
The media module integrates with Google drive for storage. If your company currently has a Google Drive Business account, we can use that, or we can setup an account for you. With Google Drive Integration, theres 2 ways to do
Handle Framework – Mobile app forms Media – Link photos, videos, and voice to anything from desktop or mobile app Mobile lists – All saved searches are now automatically available on mobile apps Mobile maps – Send any saved search