Support & Help

What’s included in my subscription?

Everything you need to run your business with BlueCamroo is included in your subscription — all features, all modules, with no tiered restrictions.

The only exception is optional email delivery through BlueCamroo’ s SMTP service. You receive 100 free email credits, and you can also use your own email server if preferred.

What languages is BlueCamroo available in?

BlueCamroo is currently available in English, French and Spanish.

How does the 14-day free trial work?

Your free trial includes full access to all BlueCamroo features — no restrictions.

You can invite your team and explore how the platform fits your workflow during the trial period.

At the end of 14 days, you can choose to continue as a paid subscriber.

Do I need to see a demo first before the free trial?

No — you can start your free trial right away.

That said, a short demo can help you get up and running faster by showing where BlueCamroo fits into your business.

You can also explore our video library for guided walkthroughs.

Do I have to provide a credit card during the trial?

No. Your 14-day trial is completely free, with no commitment.

You only add a payment method if you decide to continue after the trial.

Do I have to sign a long-term contract?

No. BlueCamroo is offered on a flexible subscription basis.

You can pay monthly, or choose annual billing for a discounted rate.

Where is my data stored?

BlueCamroo is hosted on Microsoft Azure, providing high performance, reliability, and security.

Our primary servers are located in Canada.

What if I need help during my trial?

You’ll have full access to our support team during your trial and beyond.

We also offer onboarding support to help you get up and running quickly.

If you need assistance, you can contact support directly or request help from within the platform. If you encounter an issue, simply send us a screenshot with a brief description, and our team will take care of it.

If you encounter a bug or an error message which you don’t understand what triggered it, take a screenshot and send it

Can I build and manage websites or landing pages in BlueCamroo?

Yes. BlueCamroo includes a built-in Web Development Platform that allows you to create websites, landing pages, and eCommerce experiences.

You can build for your own business or for clients, with hosting provided through BlueCamroo.

How do I navigate BlueCamroo?

BlueCamroo is organized around your core business activities — sales, projects, support, and more.

Use the navigation guide below to quickly understand where key functions are located.

Are there any limits on the number of leads, contacts, customers, etc?

No. BlueCamroo does not limit the number of records you can store.

You can manage as many leads, contacts, customers, and activities as your business requires.

What is a lead?

A lead is a person or organization that has shown interest in your business — whether through direct contact, outreach, or a form on your website.

In BlueCamroo, you can manage leads in a way that fits your process — from early-stage prospects to fully developed opportunities — and convert them into customers when you're ready.

From there, opportunities can be converted into Sales Orders or Projects in a single click, allowing you to move seamlessly from selling to delivering work.

How can I convert a lead into a Customer?

Converting a lead is simple. Open the lead record and convert it into a customer in one click.

BlueCamroo preserves all related information, so nothing is lost in the process.

The same streamlined approach applies to opportunities — you can convert them into Sales Orders or Projects with a single click, keeping your workflow continuous from first contact to execution.

How can I get leads from my website forms into my BlueCamroo account?

BlueCamroo includes a built-in Web-to-Lead feature that allows you to collect leads directly from your website.

You can create custom forms and embed them on your site. When a visitor submits a form, their information is automatically added to your leads in BlueCamroo. Talk about Web-to-Opportunity feature as well.

How can I transfer ownership of a record (for example, a lead)?

To transfer ownership, open the record and assign it to another user.

The selected user must have access to that type of record (for example, leads or contacts). Once assigned, they become the new owner of the record.

Can I share access to a record with other team members?

Yes. You can share a record with other users without transferring ownership.

This allows team members to view or work on the record based on the access permissions you assign. You can also control how long the access is active.

Can I control who can see or edit different types of records?

Yes. BlueCamroo allows you to control access at a detailed level, so each user can see and manage only the information relevant to their work.

Permissions can be adjusted to match how your team operates, without forcing you into rigid roles or structures.

What are contacts?

Contacts are individuals (Person records) associated with your customers, organizations, or suppliers.

They represent the people you interact with and can be linked to one or multiple organizations within BlueCamroo.

Can I have more than one contact for an organization, customer, or supplier?

Yes. You can associate multiple contacts with a single organization, customer, or supplier.

Can a contact be associated with multiple organizations?

Yes. A contact can be linked to multiple organizations or customers, allowing you to reflect real-world relationships such as partners, consultants, or shared stakeholders.

What is a primary contact?

A primary contact is the main person associated with an organization or customer — typically the first point of contact for communication.

What is a close date for an opportunity?

The close date is the expected date when a deal will be completed.

It helps your team track timelines and supports accurate forecasting of future revenue.

What is the opportunity value used for?

The opportunity value represents the total potential revenue from a deal, based on the products and services included.

It updates automatically as you add or remove items.

How can I track an opportunity?

You can track opportunities through their stages, status, and value within BlueCamroo.

Reports and dashboards provide visibility into your pipeline, including deal progress, expected revenue, and overall performance.

What is opportunity probability?

Opportunity probability represents the likelihood of closing a deal.

It can be set manually or tied to different stages of your sales process, helping you forecast revenue more accurately.

What happens when I close an opportunity?

Once a deal is won, you can convert the opportunity into a Project or Sales Order in a single click.

This allows you to move directly from selling to. delivering — without re-entering data or switching systems

Do I need a separate system to manage projects after a sale?

No. BlueCamroo connects sales and delivery in one platform.

Once an opportunity is closed, you can immediately convert it into a project or order — keeping all data, communication, and history in one place.

How many projects do I get with my BlueCamroo account?

You can create an unlimited number of projects.

BlueCamroo is designed to scale with your business, so you’re never restricted as your workload grows.

How can I track progress of a project?

BlueCamroo provides multiple ways to stay up to date on project activity.

You can view recent updates, track task progress, and monitor overall project status — all in one place.

Can my clients view project progress?

Yes. You can invite clients to access their projects in BlueCamroo.

They can view tasks, track progress, see timelines, review invoices, and submit support requests — all in one place.

How can I keep my project team informed?

BlueCamroo provides a centralized activity stream where team members can share updates, track progress, and stay aligned in real time.

Do I need separate tools for project management and client collaboration?

No. BlueCamroo combines project management, client collaboration, and communication in one platform.

Your team and your clients can work together in the same environment, with full visibility across tasks, timelines, and updates.

What is a project stage?

A project stage represents a phase of work within a project, made up of tasks that need to be completed to move the project forward.

Stages help you organize work, track progress, and manage key milestones.

How do I add tasks to a project stage?

Tasks can be added to any project stage to define the work that needs to be completed within that phase.

This allows you to organize tasks logically and track progress at each stage of the project.

How does a stage signoff work?

Stage signoffs allow clients to review and approve completed work before the project moves to the next stage.

This helps ensure alignment at key milestones and reduces the risk of rework.

Can I link invoices to project stages?

Yes. You can associate invoices with specific project stages.

This allows you to bill based on milestones, helping you manage cash flow and align payments with project progress.

Can project stages depend on each other?

Yes. You can define dependencies between stages, so one stage begins only after another is completed or started.

The same applies to tasks, allowing you to structure work at both the project and task level.

BlueCamroo also provides a Visual Workbench for projects, giving you a clear, interactive view of your workflow and helping automate project progression as work moves forward.

Can project stages trigger actions automatically?

Yes. Project stages can be connected to workflows that trigger actions such as notifications, task creation, or invoicing.

This helps automate your processes and ensures nothing is missed as projects progress.

Can I set priorities on a task?

Yes. You can assign priority levels to tasks to help your team focus on what matters most and manage workloads effectively.

How can I stay on top of tasks deadlines?

You can set reminders for tasks to be notified ahead of their due dates.

In addition, BlueCamroo’s automated workflows can trigger notifications, updates, or actions based on task status and timing — helping ensure deadlines are met without manual follow-up.

What’s the difference between Finish to Start and Start to Start dependencies?

A Finish-to-Start dependency means one task must be completed before another can begin.

A Start-to-Start dependency means one task must begin before another can start.

These relationships help you coordinate work and maintain the correct sequence of tasks.

What is lag time in task dependencies?

Lag time is the delay between dependent tasks or stages.

It allows you to define gaps between activities, helping you plan more realistic schedules.

Can multiple people be assigned a task?

Yes. Tasks can be assigned to multiple users or teams, allowing for collaboration and shared responsibility.

Can task can be part f a larger workflow?

Yes. Tasks can be linked through dependencies and structured within project stages, forming a connected workflow.

Combined with BlueCamroo’s Visual Workbench, this allows you to manage and automate how work progresses across your projects.

How can I add time spent on task?

When you close a task, you will be given the option to add time. Enter who the time should be logged for, the date and duration spent on the task, a comment, choose to save it to your timesheet and whether the time will be billable or not.

Can I mark time as billable?

Yes. You can designate time entries as billable, making it easy to track work that should be invoiced to clients.

How do I report on time?

BlueCamroo provides reporting tools that allow you to analyze time across tasks, projects, and team members.

This helps you understand workload, track performance, and support accurate billing.

Can I view my teams’ timesheets?

Yes. You can view and review time entries across your team, giving you full visibility into how time is being spent.

Can time be tracked progressively on task?

Yes. Time can be added incrementally as work progresses, allowing you to build an accurate record of effort over time.

How does time tracking connect to billing?

Time tracked in BlueCamroo supports invoicing and project billing, ensuring all billable work is captured.

It also connects to estimates and budgets, allowing you to compare planned versus actual effort and maintain control over project costs.

This improves accuracy, visibility, and overall financial performance.

How does email communication work in BlueCamroo?

Emails sent from BlueCamroo are delivered to recipients through their regular email systems.

Replies are automatically captured and linked back to the relevant records, keeping all communication centralized and easy to track.

Can I reply to emails directly withing BlueCamroo?

Yes. You can read and reply to emails directly within the system, keeping all communication in one place.

Can I forward emails to team members?

Yes. You can forward emails within BlueCamroo, allowing you to easily involve other team members in conversations.

Can I send emails to a group of users?

Yes. You can send emails to groups of users, making it easy to communicate with teams or departments at once.

Are email linked to leads, customers, projects, or other records?

Yes. Emails are automatically associated with relevant records such as contacts, customers, or projects.

This ensures all communication is organized and accessible in context, giving your team full visibility.

Can I schedule invoices to be sent automatically?

Yes. You can schedule invoices to be sent automatically based on dates, recurring billing cycles, project milestones, or project completion.

This includes support for recurring services and prepaid arrangements, helping ensure timely and consistent billing without manual effort.

Can I send reminders for overdue invoices?

Yes. BlueCamroo can automatically send reminders for overdue invoices based on rules you define.

This helps improve collections and maintain steady cash flow.

Can I customize my invoices?

Yes. You can customize the appearance of your invoices, including branding elements such as your company logo and layout.

How can clients pay invoices?

Invoices include a link to an online payment page, allowing clients to pay easily and securely through your configured payment provider.

BlueCamroo integrates with external payment gateways, so you can use your existing provider to process payments.

Clients can also access and review their invoices through their portal if they are invited into the system.

How does invoicing connect to projects and time tracking?

Invoicing in BlueCamroo is directly connected to your projects, tasks, and time tracking.

This allows you to generate accurate invoices based on actual work completed, milestones reached, or agreed budgets.

Can invoicing be automated?

Yes. Invoices can be generated and sent automatically based on predefined rules, such as project stages, schedules, or billing cycles.

This reduces manual work and ensures consistent, timely billing.