Macanta Questions

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Q: Hi, I have bought macanta but I forget to valid registration.

Could you reactivated my account please ?
Regards

TECHNICAMJul 28, 2022
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Q: Will you bring the deal back?

ecorfyPLUSMay 24, 2022
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Founder Team
Pieter_Macanta

Pieter_Macanta

May 14, 2024

A: Hi,

We do not have any plans for a repeat deal at this stage.

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Q: Hi.

Congrats on the launch. Watched the YouTube webinar and looks very cool.

I was wondering if you have a done for you set up. I am an attorney and wanted to try this out for a law firm of about 20 staff as a CRM to manage leads and clients across different practice areas. While I’m ok with tech I probably will need some help either from you guys or maybe you can recommend a VA.

Also was wondering if you have or plan to launch a mobile app as we get calls on the weekends and when staff are working remotely. Last can a zapier sent lead info from a call center email directly to macanta so we don’t need to re-enter info. Thanks !!

rkdlawPLUSMay 8, 2022
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Founder Team
Pieter_Macanta

Pieter_Macanta

May 14, 2024

A: Hi there,

We do have done for you options. You can see them here: https://macantacrm.com/sumo-ling-support-packages

We do have Mobile Apps, we are pushing a rebuild upgrade this week for both Android and iOS.

Yes, you can use something like Zapier or Parsey to parse an inbound email and then send the lead directly into your Macanta setup.

Regards

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Q: I have a doubt, Macanta can record the UTM links that are placed on my different websites/campaigns/ads to ...

keep track of each person from the moment they contact us until they become a client and are added to their file within macanta, and can change been in the pipeline automatically??

Thank you

digitalshamrock7May 6, 2022
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Founder Team
Pieter_Macanta

Pieter_Macanta

May 14, 2024

A: Hi There,

We do not have that kind of tracking.
I suspect you might find a tool specific to that, which can send the data into Macanta, but you face two issues, which for me, would make it too unreliable:

1 - What if I have web tracking turned off, as the visitor to your page? In that scenario, you won't be able to link my actions to the CRM.

2 - You would need to use the unique visitor ID from the site, and send that as the identifier to Macanta. Once I complete a webform on the site, then you can link the Visitor ID and my contact in your CRM, so you can have a link to my record for future visits and actions.

3 - Another concern I have is that you would also need to manage cross-device actions, and at least Apple have taken a very strong stance against that.

The above would make it unreliable and risk creating duplicates and incorrect data sets.
It is also something that would end up being like email open rates. You can not 100% say if someone opened and read your email, you can only really use open rates for a cohort or list as a trend indicator. You would not want that level of uncertainty when actually updating opportunities and data in a CRM.

I think Hubspot does this type of landing page tracking, but then you also build the landing pages with Hubspot, so there is a very deep integration there. Not something we would look to build into Macanta any time soon, if ever.

Hope that helps.

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Q: Hi First, congratulations for this powerful tool.

I can see the huge effort behind it, being a RAD tool seeker for more than 10 years.
I have already purchased the full stack in order not to miss it.
I have 3 questions:
1 - Is this tool limited to CRM / contacts type applications?
When I look at the features, it seems like there is no such limitation, but I wasn't able to get a clear answer (asked you below one of your Youtube videos, ticketing system etc.)
2 - Is "relationship" in your terminology, similar to the table relationships in SQL databases? I always see you showing contact related examples which leaves me in doubt.
3 - Is there a practical way to bind users to contacts when necessary? i.e. one-to-one relationship

C.P.May 5, 2022
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Founder Team
Pieter_Macanta

Pieter_Macanta

May 14, 2024

A: 1 - Is this tool limited to CRM / contacts type applications?
When I look at the features, it seems like there is no such limitation, but I wasn't able to get a clear answer (asked you below one of your Youtube videos, ticketing system etc.)

You can create any Data Object Type as you need it to be. The Contact Object is the only default Data Object Type in Macanta.
We work on the basis that a Contact has a Relationship with a Data Object(s).

2 - Is "relationship" in your terminology, similar to the table relationships in SQL databases? I always see you showing contact related examples which leaves me in doubt.

Yes and No.
The back-end uses relational SQL DB, which is what you build when configuring the interface.
Right now we only have the following Relationship Options:

Contact(s) to Data Object(s)
Contact(s) to Contact(s)

We will be adding Data Object to Data Object Relationship options in the future.

3 - Is there a practical way to bind users to contacts when necessary? i.e. one-to-one relationship

Seeing as a User is also a Contact, you can use the Contact to Contact Relationship for this.

If you mean more as in a sales environment where an agent `owns` a lead, then you would connect both the Contact and User to an Opportunity Data Object. This would give the User and Contact an Indirect Relationship. You can then control access to contacts using the Contact View Permissions in the User management.

Hope that helps.

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