Work Smarter CRM Help

Get Started With Work Smart CRM

There are four sections including Basic Setup, Connecting the Website, Sending Newsletters, and Scheduling Appointments. You may download the Onboarding Guide that includes a checklist and links to all the videos.

This video shows you how to login and change your password to the Work Smarter CRM.

This video shows you how to integrate your Google Calendar or Microsoft Outlook Online Calendar.

This video shows you how to integrate your social channels including Facebook, Instagram, and Google My Business to manage your social conversations.

This video shows how to integrate payment (Stripe, PayPal, etc) with your account.

This video shows how to integrate Zoom with your account.

This article shows how to configure your availability for use in the Calendar.

This article shows you how to create custom fields and where to locate the information on a contact record.

This article shows you how to import Contacts.

This video gives you an overview of the Mobile App.

This video shows an example of how to setup DNS Records on GoDaddy.

This video shows you how to create a newsletter optin form to embed on your website.

This video shows you how to create a Contact Us form to embed on your website.

This video shows you how to create an email signature to be used when sending emails from your account with an Unsubscribe link.

This article shows you how to add your email signature to emails and newsletters.

This video shows you how to create a newsletter Smartlist to make it easy to send to this group.

This video shows you how to create beautiful HTML emails to send to your audience from your account.

This video shows you how to send emails to your mailing list from your account.

This video shows you how to create teams and calendar events in your account.

This video shows you how to create teams and calendar events in your account.