We want you to have as much information about Trailblazer Tracking as possible. The following are answers to some of the questions we regularly get asked.

If you have a question that we’ve not answered please email enquiries@trailblazertracking.co.uk and we’ll send you the answer.

You can register for a free trial by clicking here.

Once we’ve received your form we’ll request further information from you and then send login details so you can access Trailblazer Tracking. We’ll then arrange a further call to walk you through its features and answer any questions you have.

At the end of the trial period you can decide to continue with a paid subscription or cancel without cost.

Once subscribed, the license fee will be fixed for 12-months.

Under the CPD section of the Trailblazer Tracking system there is an option to export your CPD records to a .csv file. You can then use this file to import the data into any other system.

Yes, the Trailblazer Tracking system is flexible and can be used to record a variety of events and key dates.

Our system complements, not replaces, your current back-office system. By having key information on the go via the App, you can update client records, CPD and expenses without having to remember to do so when you return to your office.

Furthermore, much of the Trailblazer Tracking functionality is not available on traditional back-office systems.

The system allows you to export your core client details, CPD and expense records to .csv files, which can then be uploaded elsewhere as required.

You can add data either as individual records or in bulk.

You will find a video tutorial on how to manage your contacts by clicking here. You can find more information about importing a .csv file with multiple contacts by clicking here.

Absolutely, we have a feature rich CMS (Client Management System) available on desktop for people working from home or the office.

The App is available on mobile and tablet for advisers who are away from the office.

Yes, that’s one of the key benefits of the system.

Trailblazer Tracking allows three different user levels:

  • Practice Manager
  • Adviser
  • Assistant

The Assistant user can support more than one Adviser. The Practice Manager has all the functionality of the Adviser, along with the management information and user support options to help their colleagues.

CPD can be recorded on the go, via the App. Photographic evidence can easily be added using your phone’s camera. It can also be added via the CMS (Client Management System)

A short video tutorial to explain more is available by clicking here.

Trailblazer provides a hierocracy access system so that a Practice Manager and those with compliant oversight functions, such as networks, can see the CPD progress of an Adviser and understand whether he/she is on track to achieve the minimum level required.