Work Smarter CRM Help

Support Options

Send your question, task, or issue to support@worksmarterdigital.com.

15-minute Support Session schedule here.

Post your question or go live in Work Smarter CRM Facebook Group and I will respond.

Join the Work Smarter Academy here.

How-To Help videos below.

Getting Started

How to setup your Work Smarter Digital CRM

Subscribe to YouTube Channel

How-To videos all live on the Work Smarter Digital YouTube Channel.

Feature Overviews

Overviews of some major feature areas in the Work Smarter CRM

Marketing

How to setup your Work Smarter Digital CRM

Scheduling

How to setup your Work Smarter Digital CRM

Triggers & Workflows

How to setup your Work Smarter Digital CRM

Funnel & Website Builder

How to setup your Work Smarter Digital CRM

Memberships

How to setup your Work Smarter Digital CRM

Mobile App

How to setup your Work Smarter Digital CRM

Contact Management

How to setup your Work Smarter Digital CRM

Miscellaneous

How to setup your Work Smarter Digital CRM

System Administration

How to setup the settings, integrations, and other system administration features.

Link to old resource page