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Customer Success

Customer Success

Everything You Need to Maximize Your PlexTrac ROI

PlexTrac’s customer service is truly second to none! Every PlexTrac client can expect to be treated as a partner for the life of their subscription. From a dedicated customer success manager to a full service customer support portal, our team of expert customer success specialists work quickly and tirelessly to ensure you are gleaning the full value of PlexTrac. 

All PlexTrac clients have the benefit of a spectrum of services to ensure their success.

Customer Success Manager

Enjoy an assigned CSM with deep industry knowledge as your primary contact from onboarding to full implementation and beyond, performing recurring check-ins and training throughout the relationship.

Templating Services

Select your service level option for report templates. Take full control yourself via our Self-Serve Templating portal or have PlexTrac’s Professional Services team complete on your behalf.

Customer Portal

Use the Customer Portal for a unified experience for documentation and support requests with a growing library of Knowledge Base articles and skilled technical support team to resolve tickets.

Training Resources

Access a wealth of content to help you maximize your PlexTrac instance, including demo videos, blogs, webinars, tips and tricks, and more in addition to extensive product documentation.

Can I just say @PlexTrac. That is all. Just onboarded with you guys. And man. *chef’s kiss*. Also your bug team replies are super fast.”

— Twitter Post, Satisfied Customer


Mon – Fri (except holidays)
6am – 6pm MST

Documentation Portal

Wiki-style Knowledge Base articles covering all angles of PlexTrac platform use.

Customer Portal

A unified experience for documentation, submitting and tracking support requests.

PlexTrac Ideas Portal 

A repository for customer-submitted ideas for new features reviewed by our product team.