Be a SaaS Pro for beginner

We bring business productivity and growth plan into action by providing a well-designed and easy-to-navigate CRM. We aim to connect you, your business and your customers in the best possible way.

This is your gateway to having a better and detailed access.

Navigate with ease and comfort towards your business success.

Stage 1

Set Up Email and Company Info

Get started by connecting your key channels via email.

Add Team Members

Continue to work seamlessly as a team on CRM.

Import Contact List

Move and manage your connections flawlessly with unlimited contacts.

Create Email Signature

A great email signature makes you more recognizable and adds a final touch of professionalism.

Connect Calendar or Zoom

Reach your clients as quickly as they can reach you.

Connect Social Media Channels

Maintain uninterrupted engagement with your leads even on social media.

Download The App

Effortlessly keep track of your Pipeline Stages, add leads,call leads,create invoices, add to campaigns, and move opportunities.

Raise a Support Ticket

Receive fast and effective support from our team and make the most of our training videos with the streamlined ticketing system.

To schedule your first session, kindly proceed through the button below. All sessions will be conducted via Zoom, and at the end of each session, a time will be set for the next one.

Stage 2

You’re now well on your way to making CRM the best companion in business! Your next session will tackle how you manage multiple dashboards and multiple channels on CRM among others.

Use Social Media Manager

Multichannel support lets you drive your social media campaigns from your dashboard.

Create New Calendars

Schedule as many incoming tasks and appointments as you want using the built-in calendar.

Workflow and Triggers

Learn how to structure a marketing or sales workflow down to the last detail.

Create Tasks

Simplified task creation on CRM ensures accountability and collaboration.

Opportunities/Pipelines

With the pipeline manager, you never lose track of a lead and build your opportunities.

Manage Dashboards

Master the key to everything CRM, and make as many as you need.

At the end of your second training session, you’ll be scheduling the next one with the team. In no time, you’ll soon get the hang of CRM and boost your productivity levels!

Stage 3

You’re halfway there! Session 3 of your online training for CRM will help you market your brand by email like a boss.

Set Up SMTP/Mailgun

Is an email delivery service for sending, receiving, and tracking emails.

Set Up Twilio(Optional)

Twilio integration lets you step up how you engage with customers at every step.

Create Email Templates

Always be prompt and ready with templates for every response.

How to send email campaigns

With the campaign builder, you can customize, automate, and follow up campaigns to draw out leads.

Create Forms

It’s as simple as dragging and drops with our in-app builder.

Google Ads, Facebook Ads, TikTok Ads Integrations

Conversion Tracking & Attribution, all Ads reporting in single dashboard.

Once this training session concludes, you and the team will agree on a time for the last session. Get Ready!

Stage 4

Congrats on making it this far! You’ve done well, and this final session will cap off your CRM training.

Session 4 will be all about the more advanced side of managing CRM. Have a peek below!

Create Landing Pages

CRM intuitive functionalities help you produce landing pages that captivate and convert.

Connect Domains

Simplify your move to CRM by easily connecting your third-party domains.

Create Funnels

Expertly build unlimited funnels on-site—just drag and drop.

Create Memberships

The membership platform brings your awesome community to CRM.

Create Courses

Craft user-friendly courses that you can sell or use to promote your brand.

DIY- Start Automation: Step by Step

Welcome & Outline

STAGE 1

Lesson 1: Set up company Info & Email

FREE RESOURCES

Want to get access to even more resources? Enter your information below!

JOURNALNAME Digital Marketing Agency, USA