How can we help?

Sign up with email or WhatsApp, verify with a one-time code, add your business details and follow the welcome checklist.

Getting started · Full guide with screenshots and video in the in-app Help Centre.

Go to Settings › Team, invite people by email or phone and pick a role: all leads, branch or own leads.

Getting started · Full guide with screenshots and video in the in-app Help Centre.

Contacts › Import. Upload the file, match columns to fields and choose what to do with duplicates.

Getting started · Full guide with screenshots and video in the in-app Help Centre.

Settings › WhatsApp numbers › Connect. Sign in with Meta through embedded signup, pick your business and number, and verify.

WhatsApp · Full guide with screenshots and video in the in-app Help Centre.

When connecting, choose to keep the app. Messages sync between your phone and the salestrack inbox.

WhatsApp · Full guide with screenshots and video in the in-app Help Centre.

You can reply freely for 24 hours after a customer’s last message. After that, send an approved template.

WhatsApp · Full guide with screenshots and video in the in-app Help Centre.

Integrations › Meta lead ads. Sign in, choose your Page and forms; new leads arrive with campaign, ad set and ad.

Leads & routing · Full guide with screenshots and video in the in-app Help Centre.

Settings › Lead assignment. Add rules by keyword, ad name, form or branch, then a fallback and a reassign timer.

Leads & routing · Full guide with screenshots and video in the in-app Help Centre.

Integrations › Google Sheets. Pick the sheet, match columns once, and new rows become leads.

Leads & routing · Full guide with screenshots and video in the in-app Help Centre.

Templates › New. Choose a category, write the message with variables, check the preview and submit to Meta.

Broadcasts & templates · Full guide with screenshots and video in the in-app Help Centre.

Common reasons: missing opt-out on marketing, vague variables, wrong category or prohibited content. The builder flags these.

Broadcasts & templates · Full guide with screenshots and video in the in-app Help Centre.

Broadcasts › New. Pick an audience, choose an approved template, review the cost and send or schedule.

Broadcasts & templates · Full guide with screenshots and video in the in-app Help Centre.

Integrations › Ads. Sign in to each; spend syncs by campaign, ad set and ad.

Ads & reports · Full guide with screenshots and video in the in-app Help Centre.

Reports › Marketing ROI. Compare spend, leads, customers, cost per customer and ROAS by campaign.

Ads & reports · Full guide with screenshots and video in the in-app Help Centre.

Settings › Targets. Add targets by business, branch and person; see progress in the forecast report.

Ads & reports · Full guide with screenshots and video in the in-app Help Centre.

Settings › Billing › Wallet. Add funds, set auto-recharge and download GST/VAT invoices.

Billing & wallet · Full guide with screenshots and video in the in-app Help Centre.

Template messages are charged per delivered message by country and category. The cost of each broadcast is shown before sending.

Billing & wallet · Full guide with screenshots and video in the in-app Help Centre.

Settings › Billing › Plan. Upgrade, downgrade or cancel; Free stays available.

Billing & wallet · Full guide with screenshots and video in the in-app Help Centre.