Question 1

What is CaseTrack Pro and what does it do?

Accepted Answer

CaseTrack Pro is a SaaS platform built specifically for medical device sales teams. It centralizes case scheduling, coverage tracking, quota management, and physician CRM in one place — giving reps, clinical specialists, field sales trainers, and managers a real-time view of every case and territory metric without spreadsheets or text chains.

Question 2

Who is CaseTrack Pro designed for?

Accepted Answer

CaseTrack Pro is built for medical device distributors and manufacturers. Every role gets a purpose-built dashboard: sales reps track their daily cases and quota, clinical specialists manage OR coverage and procedure details, regional managers monitor team attainment, and executives see company-wide pipeline health.

Question 3

How much does CaseTrack Pro cost?

Accepted Answer

First-time signup: 14-day trial. Card required at signup. You are not charged until the trial ends. CaseTrack Pro starts at $29/month for independent reps (Solo plan) and scales to $59/month per user for small teams (Basic) and $149/month per user for growing distributorships (Pro). Enterprise pricing is custom. 14-day trial. Card required at signup. No charge until the trial ends.

Question 4

How does CaseTrack Pro protect access to data?

Accepted Answer

CaseTrack Pro uses TOTP-based multi-factor authentication, server-enforced role-based access control, an append-only audit log, encrypted file storage with short-lived presigned URLs, and session inactivity timeouts. Compliance questions are reviewed directly with each company.

Question 5

Is there a trial?

Accepted Answer

Yes. First-time signup: 14-day trial. Card required at signup. You are not charged until the trial ends.

If you already had a subscription (returning customer), you do not get another 14-day trial.

Plans: https://casetrackpro.net/plans · Help: https://casetrackpro.net/help

Ask cannot look up whether your email still qualifies for a trial, waive the card, or start a second trial.

Question 6

Can sales reps use CaseTrack Pro on mobile?

Accepted Answer

Yes. CaseTrack Pro runs in modern mobile browsers and adapts the same dashboards, case cards, filters, schedules, and procedure details to phone-sized screens. Available actions still follow each user's role and company permissions.

Question 7

How does CaseTrack Pro compare to tracking cases in a spreadsheet?

Accepted Answer

Spreadsheets require manual updates, get out of sync, and give no visibility to the rest of the team until someone shares a new version. CaseTrack Pro is real-time: every status change, coverage assignment, and completed case is reflected instantly across all dashboards. Managers see live quota attainment, not a week-old snapshot.

Question 8

How quickly can a team get started with CaseTrack Pro?

Accepted Answer

On Basic, Pro, and Enterprise, import your accounts, physicians, and contacts from CSV with AI-assisted column mapping (Solo doesn't include data import). Invite your team by email, configure your case statuses, and start tracking. There's no engineering work — everything is admin-configured from the browser.

Question 9

What should I do in my first week with CaseTrack Pro?

Accepted Answer

Here’s your first-week setup. The goal is to log your first case. Ask CaseTrack and Support chat only give steps and links — they can’t invite people, change seats, touch billing, or reset passwords for you.

First-time signup = 14-day trial. Card required at signup. You are not charged until the trial ends. Returning customers do not get another trial. Details: https://casetrackpro.net/plans

Admin path (company admin / primary) — steps 1–5

1. Know your trial
First-time signup: 14-day trial. Card required at signup. You are not charged until the trial ends. If you already had a subscription (returning), you do not get another trial.
→ https://casetrackpro.net/plans

2. Add at least one product (skip if your catalog already has products)
Open Products (https://casetrackpro.net/admin/products when signed in) and add at least one product with pricing so the first case has something to attach. If products already exist, skip this step.
→ In-app: https://casetrackpro.net/admin/products (sign-in required)

3. Log your first case ★ key step
Open Cases and create one case (sample or real). Use the minimum required fields. A Case is a field-sales case (OR / procedure) — not a CRM opportunity.
→ In-app: https://casetrackpro.net/admin/cases (admin) — sign-in required

4. See it on the board
Stay on Cases (or open Pipeline) and confirm that case is visible. Empty Pipeline or Forecast is normal until cases exist — that is not a bug.
→ In-app: https://casetrackpro.net/admin/cases (sign-in required)

5. Optional — Invite one teammate (after activation; do not block first case)
If you are a company admin: open Manage Users (https://casetrackpro.net/admin/users when signed in) → Invite User or + Add User, enter their email, and pick a role (for example Sales Rep or Field Sales Trainer, as fits your team). They get a secure link, set their own password, and sign in at https://casetrackpro.net/login. Ask and Support chat cannot reset passwords, resend invites, or change seats.
→ In-app: https://casetrackpro.net/admin/users (sign-in required) · Invitee: https://casetrackpro.net/login

Rep path (invitee) — steps 1–3

1. Accept invite → sign in
Open the invite link from your email, set your password if prompted, then sign in.
→ https://casetrackpro.net/login
Forgot password? Use https://casetrackpro.net/forgot-password — bots cannot reset passwords.

2. Find your cases / coverage
After sign-in, open My Cases / Cases. That board is what you own for the week. If it looks empty, ask your company admin for coverage or accounts — Ask cannot assign territory.
→ Prefer nav: My Cases / Cases (sign-in required; path varies by role)

3. Log or schedule your first case ★ key step
Add one case with the minimum required fields and save it so it appears on the board. Cases ≠ CRM opportunities.
→ Prefer nav: My Cases / Cases → add / new case (sign-in required)

Need more help? https://casetrackpro.net/help · Request a Demo on the site · or email support@casetrackpro.net with company / role / short description. Ask is product guidance only — not a human inbox.

Question 10

Can we bring our existing spreadsheet over?

Accepted Answer

Yes, on Basic, Pro, and Enterprise. Spreadsheet (CSV) import is included on every plan except Solo. Solo does not include any data import.

Save your spreadsheet as a CSV file and import it. You can import your accounts, physicians, and contacts from CSV with AI-assisted column mapping. There's no engineering work — everything is admin-configured from the browser.

How it works:
1. Choose what you're importing and upload your CSV. CaseTrack Pro reads your column headers automatically.
2. Confirm the column mapping. AI suggests how each of your headers maps to a CaseTrack Pro field, even when your names don't match ours. Adjust any suggestion, then run the validation check.
3. Review errors, then commit. Rows that fail validation are shown for review before anything is saved. Fix them, or skip them and import only the clean rows. Every import is recorded in the audit log.

Moving a very large historical dataset? Email support@casetrackpro.net with your company, role, and a short description, and we'll help you plan the import in batches.

On Solo and want to bring a spreadsheet over? Solo doesn't include importing of any kind. Email support@casetrackpro.net with your company, role, and a short description to ask about moving to a plan that includes CSV import.

Ask CaseTrack can explain the steps, but it can't import files for you.

Question 11

How do I sign in or invite a teammate?

Accepted Answer

Sign in: https://casetrackpro.net/login

Create an account: https://casetrackpro.net/signup (choose a plan at signup). Trial rules are on the trial FAQ — first-time 14-day with card required; returning customers do not get another trial.

Forgot password: see “I forgot my password. How do I reset it?”, or go straight to https://casetrackpro.net/forgot-password. Ask CaseTrack and Support chat cannot reset passwords.

Invite a teammate (company admin): In the app open Manage Users (https://casetrackpro.net/admin/users when signed in) → Invite User or + Add User, enter email, assign a role. The invitee sets a password from the secure link. Ask cannot send or resend invites.

Seats, plan, or billing changes: see “How do I add or remove seats on my plan?”. Support cannot change seats live.

Still stuck? https://casetrackpro.net/help · Request a Demo on the site.

Question 12

How do I add or remove seats on my plan?

Accepted Answer

Your company admin owns seats on the plan.

To add or remove seats, or to change your plan, email support@casetrackpro.net with your company, role, and a short description. Seat count, plan changes, and billing lockouts escalate — Support cannot change seats live. Ask CaseTrack and Support chat cannot change seats.

User limits for each plan are listed at https://casetrackpro.net/plans.

Once a seat is available, your company admin invites the new teammate: in the app open Manage Users (https://casetrackpro.net/admin/users when signed in) → Invite User or + Add User, enter email, assign a role. The invitee sets a password from the secure link.

Still stuck? https://casetrackpro.net/help · Request a Demo on the site.

Question 13

I forgot my password. How do I reset it?

Accepted Answer

Go to https://casetrackpro.net/forgot-password and enter your email address. If an account exists with that email, a reset link is sent to your inbox.

Open the link from your email to set a new password (https://casetrackpro.net/reset-password is the reset page), then sign in at https://casetrackpro.net/login.

If you need immediate access, contact your company administrator.

Ask CaseTrack and Support chat cannot reset passwords, confirm whether an account exists, or unlock MFA. Never paste your password into chat or email.

Joining from an invite? Open the invite link from your email and set your password there, then sign in at https://casetrackpro.net/login.

Still stuck? Email support@casetrackpro.net with your company, role, and a short description · https://casetrackpro.net/help

Question 14

Does CaseTrack Pro send case summary emails to physicians?

Accepted Answer

Yes, on the Enterprise plan. Case Summary Email is included with Enterprise.

Case Summary Email isn't part of Solo, Basic, or Pro. On Enterprise, it stays off for your company until the required documents are signed; then it's turned on for your company.

Enterprise pricing is custom.