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Go to safitrack.com/crm/ and click Sign up. Enter your work email, create a password, and complete the 5-step onboarding flow to configure your workspace, import your first contacts, and invite team members. The whole process takes under 10 minutes.

Navigate to Contacts → Import in the dashboard and upload a .csv file. Required columns are first_name and email. Optional columns include last_name, phone, company_name, and tags. Imports are limited to 50,000 rows per file. Duplicate emails are automatically de-duplicated.

Go to Settings → Team and click Invite member. Enter the person's email and select a role — Manager, Rep, or Read-only. They receive an invitation email valid for 7 days. You can resend or revoke invitations from the same page.

Yes — all new accounts start on a 14-day free trial of the Growth plan with no credit card required. You get access to all features including the Intelligence Hub, route optimisation, and API access. After the trial you can subscribe or downgrade to the free Starter tier.

A Contact is an individual person (e.g. a buyer or decision-maker). A Company is the organisation they work for. One contact can belong to multiple companies. Visits, opportunities, and reminders can be attached to either a contact or a company (or both).

Yes. Go to Settings → Custom Fields and add fields of type Text, Number, Date, or Select. Custom fields appear on contact and company detail pages and are included in API responses and CSV exports. Available on Growth and Enterprise plans.

Open a contact record, click the ⋯ menu in the top-right, and select Merge with…. Search for the duplicate and choose which record to keep as primary. All visits, notes, tasks, and opportunities from the secondary record are transferred to the primary before it is deleted.

When you tap New Visit on the mobile app, your device's GPS coordinates are captured automatically and stored with the visit record. Managers can view the GPS trail for any rep in the Activity tab. Location permission must be set to Always for background tracking to work.

Yes — go to Visits → New Visit in the web app. You can enter a company, contact, outcome, duration, and notes manually. GPS is not captured on web visits, but you can optionally enter a location. Web visits appear as "Manual entry" in the activity log.

Default outcomes are: Demo booked, Follow-up needed, No contact, and Closed won. Admins can add or rename outcomes from Settings → Visit Outcomes on Growth and Enterprise plans.

SafiTrack uses a Travelling Salesman Problem (TSP) algorithm to sequence your stops for minimum driving time. Add up to 25 stops, tap Optimise, and the engine returns a ranked order. It respects business hours preferences and your starting location. Routes sync to the mobile app within seconds.

Yes. When creating a route plan, select the rep from the Assign to dropdown. The plan will appear in their mobile app under My Routes on the scheduled date. Managers can create plans for the whole team from the web dashboard.

Route plans support up to 25 stops on all paid plans. The Starter free tier is limited to 10 stops per route. There is no limit on the number of route plans you can create.

You're billed for each active member (anyone with a Rep or Manager role who logged in during the billing period). Read-only users are not counted. Seats are prorated daily — adding a rep mid-month charges only for the remaining days in the cycle.

Yes. Go to Settings → Billing to upgrade, downgrade, or cancel. Upgrades take effect immediately. Downgrades take effect at the start of the next billing period. If you cancel, you keep access until the end of the paid period, and your data is retained for 90 days before permanent deletion.

We accept all major credit and debit cards (Visa, Mastercard, Amex) via Stripe. Enterprise customers can be invoiced annually and pay by bank transfer. We currently do not accept PayPal or cryptocurrency.

Go to Settings → Integrations → Google Sheets, click Connect, and authorise SafiTrack to access your Google account. Select the spreadsheet and sheet you want to sync. Data syncs every 15 minutes. Column headers must match SafiTrack field names — see the documentation for the full list.

API keys are in Settings → Developer → API Keys. Click Create key, give it a name, and copy the key immediately — it is shown only once. You can have up to 10 active keys per workspace. Rotate or revoke keys at any time from the same page.

The Zapier integration is in private beta. Join the waitlist from Settings → Integrations → Zapier. In the meantime, you can build automations using webhooks or the REST API directly with Make (Integromat) via the HTTP module.