Package
Customer Hub — the CRM built for hire and OEM.
Built-in CRM, messaging and email marketing for hire customers, OEM dealers and internal teams. Billing for hire and subscription invoicing. $10 / user / month.
What's included
Three ways to reach and bill your customers.
CRM & marketing
Built-in CRM and email marketing for hire customers, OEM dealers and internal teams.
CRM & marketing →Messaging
Bulk SMS + in-app messaging on your own Twilio account — reusable lists, scheduled sends, delivery reports, two-way conversations.
Messaging →Billing
Quotes, invoices, payments, credit notes, product catalogue and tax rates — direct customer billing inside the platform.
See billing →How it fits together
One customer, from the first deal to the last reply
Play the week, or pick any box to see what it does and what it hands on. The dashboard, notifications and reports along the bottom serve every Teletrack package, and the dashed boxes are the other packages.
- A new deal. A builder rings about hiring an excavator. The office adds the company and the caller as a contact in CRM, opens a deal in the sales pipeline and sets a follow-up task.
- The deal gets a quote. Raise quote on the deal opens a quote in Billing for the deal's company.
- Accepted means won. When the quote is accepted, the deal moves to Won. Later, if its invoice goes overdue, a collections task appears in CRM.
- Contacts on a mailing list. Add to marketing puts a contact on a list in Email Marketing. Contacts and subscribers with the same email address stay linked.
- A text, and the reply. An SMS goes to a list of CRM contacts through your own Twilio account. Each reply is filed against the contact who sent it.
- Into the shared dashboard. Client administrators can add CRM pipeline, CRM tasks and Email marketing cards to their own home dashboard, and the cards update as deals, tasks and campaigns change. Messaging's reports and each campaign's own stats stay inside their apps.
- Work from other packages, invoiced here. Signed dockets from Workforce become invoices in Billing, and a work order can raise a quote or invoice.
Every hand-off on the map, in words
- CRM to Email Marketing: Add to marketing on a contact makes them a subscriber on a list; contacts and subscribers with the same email address are linked.
- CRM to Billing: Raise quote on a deal opens a quote in Billing for the deal's company.
- Billing to CRM: An accepted quote moves its deal to Won, and an invoice that goes overdue adds a collections task in CRM.
- CRM to Messaging: CRM contacts can be the recipients of an SMS send.
- Messaging to CRM: Replies to an SMS are filed against the CRM contact who sent them.
- Workforce to Billing: Signed dockets become invoices in Billing.
- PROSTART® to Billing: A work order can raise a quote or an invoice in Billing.
- CRM to For every package: CRM has the CRM pipeline and CRM tasks dashboard cards. It has no notification rules and nothing on the Reports page; its own dashboard shows pipeline, deal and task figures on screen.
- Email Marketing to For every package: Email Marketing has the Email marketing (30 days) dashboard card, which client administrators can add; each campaign's own stats are inside Email Marketing.
- Workforce to Messaging: Dispatch's Text operators sends through the Twilio account set up in Messaging.
Customer Hub — $10 / user / month.
Priced per user. Stacks on top of your Telematics subscription. Month-to-month, no lock-in contracts.
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