Work Smarter CRM Help

System Administration

Let's get your account all set up correctly!

This video shows you how to integrate your Google Calendar.

If you want to receive Facebook Messages (from your page) follow the steps in this video

This video shows how to integrate Stripe with your account.

This video shows how to integrate Zoom with your account.

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

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