Who benefits
Sales and customers (CRM)
Project and task management
Human resources (HR)
Logistics and delivery
Onsite service
Field service
Custom manufacturing
Request management
Internal business tools
Prices
Apps
Contacts
How it works
Blog
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How it Works

Getting Started

  • What is Tracy?
  • Home screen interface
  • Login and registration
  • Quick start: I was invited to a workspace
  • Quick start: I want to create a new workspace

Everyday Work

  • Basics: records and data
  • Search and filter
  • Export
  • Guest access
  • Moving between datasets
  • Archive
  • Trash
  • Activity log

Profile

  • Photo, name, and email
  • Theme, language, and time zone
  • Notifications
  • Logout

Workspace

  • Name
  • Users
  • Roles
  • Subscription and billing
  • Canceling your subscription
  • Deleting your workspace

Configuration

  • Dashboards
  • Datasets
  • States
  • Properties
  • Representations
  • Automations
  • Permissions and access
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