Jacktrade syncs with QuickBooks online. Learn more on the Integrations page.

Jacktrade syncs with QuickBooks online. Learn more on the Integrations page.

Our strategic partners are chosen for their knowledge and experience across a range of business sizes and industries. So whatever your business, they have the expertise to get you up to speed.

The time it takes to configure Jacktrade differs depending on your use case, yet compared to the time it takes to install, maintain, and upgrade software on individual machines across an entire organization, setup is a breeze. And for less complicated Jacktrade configurations, you can be up and running in a single day. Jacktrade comes with preset data to get you started on day one. Of course you can update this data as per your business needs.

If you want more personalized help rolling out Jacktrade, our Success Services people are ready to help every step of the way.

Jacktrade is completely private and secure for your company. Anything posted in Jacktrade is just for people within your company to see and collaborate on.

Every day, we hear more great examples of how our customers—and even our own employees—are using Jacktrade. Generally, people are using Jacktrade to stay on top of workflow, associates, sales figures, logistics, and operations. Basically. everything from where is everyone to what is happening at work and how much did we make today, this week, this year so far? You can also use it to see which salespeople are your top revenue generators and close the most quotes. Jacktrade allows you to stay close to your team and track a range of company events right at your fingertips. Here are some examples:
After a new business is set up on Jacktrade, the manager can quickly view key metrics and data points for his organization.
A sales manager gets new insight into her team’s activities and can follow key opportunities so she always knows when something changes on an important deal.
An admin needs to set up team meetings, and can quickly check the company calendar to see where associates are located and what meetings they are having right now.
A sales rep gets a call from a prospect. He can easily review the history of this quote or client in the Jacktrade tool, including previous related conversions and any open action items already assigned for this contact. By searching for tagged items, the rep can find all related or similarly tagged items.

Great question. At this time we support almost 80+ countries. We’re working to bring payment processing to more countries, but it will take some time. In the meantime, we wanted to introduce Jacktrade’s payment module to businesses everywhere. We don’t have a specific timeline for availability yet, but we’ll be sure to let you know when we have more information.

Have a Jacktrade-related question? We are happy to help! There are multiple ways we support our clients. Our friendly service team includes chat support, email support, and phone support. Check out our Knowledgebase or browse our FAQs – it’s a great place to start. If you have further questions, contact us via email.

Jacktrade is built on a robust and flexible security architecture trusted by companies around the world, including those in the most heavily regulated industries. For more information check https://jacktrade.co/security

Org. Security – Jacktrade protects your business data from all other customer data by using a unique identifier that restricts access to your data at every level from anyone outside your authorized users – including us.

User Security – User authentication combined with network-level security by IP address, session restrictions, and audit trails provides control and visibility into what users are doing in the system and their field history.

Programmatic Security – Configurable authenticated sessions secure access to logic, data, and metadata. Jacktrade even offers a source code scanner that produces an internal report analyzing the security of the code.

If you want more personalized help rolling out Jacktrade, our Success Services people are ready to help every step of the way.

Jacktrade is completely private and secure for your company. Anything posted in Jacktrade is just for people within your company to see and collaborate on.

Please contact Customer Support to request an ownership change.

Jacktrade offers 3 packages each based on your business type. You can choose packages based on if you are a service-based business or a product-based business. Both have 3 types of packages –

FREE – This provides a full range of functionalities with certain usage restrictions like several contacts, segments, Quotes, entities, dashboards, currencies, campaigns, custom forms, and web conversions you can set in your business.

BUSINESS PLUS – This package also has a higher usage capacity than the free package with additional features like a Business calendar, Financials, 3rd party integrations, and automation.

BUSINESS PREMIUM – This package is the top package with unlimited access to most of the functionalities, additional policy access, web payments, business contact management, and scheduling.

Complete details can be seen here on the pricing page – https://jacktrade.co/pricing/

Our plans are built to offer you the most commonly required feature needs based on your company size. We’ve created a helpful table to help you compare plan features. Also, you can always switch plans if you think you need something less or more.

We know each of our clients has unique needs. That’s why we created a range of packages so you can choose the one that fits you best. Whether you are a single user or have multiple locations and a team of users, we have made sure Jacktrade is economical and remains a high-value, feature-rich product. Please contact our Sales team or check the Pricing Information for more details. Start getting MORE with Jacktrade right now.

Jacktrade offers 3 packages each based on your business type. You can choose packages based on if you are a service-based business or a product-based business. Both have 3 types of packages –

FREE – This provides a full range of functionalities with certain usage restrictions like several contacts, segments, Quotes, entities, dashboards, currencies, campaigns, custom forms, and web conversions you can set in your business.

BUSINESS PLUS – This package also has a higher usage capacity than the free package with additional features like a Business calendar, Financials, 3rd party integrations, and automation.

BUSINESS PREMIUM – This package is the top package with unlimited access to most of the functionalities, additional policy access, web payments, business contact management, and scheduling.

Complete details can be seen here on the pricing page – https://jacktrade.co/pricing/

Our plans are built to offer you the most commonly required feature needs based on your company size. We’ve created a helpful table to help you compare plan features. Also, you can always switch plans if you think you need something less or more.

Jacktrade is available for all types of users, from admin to sales to operations specialists. You can extend Jacktrade to everyone in your company and receive a user discount based on your package options. Admins can choose permissions for each person to make sure they have the right amount of access. For more information on how to get your whole company on Jacktrade check out our knowledge base for onboarding.

We are very particular about keeping your data safe and secure. Our facilities provide strict security protocols 24×7. Our network security systems have the latest encryption and intrusion detection and prevention technologies.

Jacktrade comes up with a robust feature of permission management. You can define the roles and permissions for your users. You can set up who has access to which modules and further you can set access type to full access, view only, or no access.

That way you can get your team onboard on Jacktrade with complete control of the data visibility.

We believe that success is built on trust and trust is at the core of everything we do here. We ensure that our customer’s data is completely safe and secure with a multi-layered approach to protect your information.

We constantly monitor and take measures to improve our application, system, and process to protect the integrity and availability of the information that is vital to your business.

We are very particular about keeping your data safe and secure. Our facilities provide strict security protocols 24×7. Our network security systems have the latest encryption and intrusion detection and prevention technologies.