WisetrackCRM Help & Onboarding

We have multiple layers of support please follow the steps below for multiple ways that we help your MSP business succeed.

Support Includes:

  1. 1-on-1 onboarding & tech setup calls

  2. Live Chat Support

  3. WisetrackCRM Help Center

#1) WisetrackCRM Onboarding Call

Book your call with our WisetrackCRM tech specialist to help you with your wisetrack setup and have your MSP marketing system live within the hour.


#2) Start Help Guide

Click the button in the top right called "START HELP GUIDE" to get guided help on any feature that you're looking, or click the button to 'Start Guided Tour!' to get additional

#2) Live Chat Support

Click the balloon button in the bottom left to get private support on any challenge you have.

#3) WisetrackCRM Help Center

Click "Knowledge base in the top left of your navigation bar to get access to the entire liberary of written 'how-to' documents on how to use Wisetrack