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Getting Started with SMBcrm

Welcome to SMBcrm! This guide will help you understand the basics of the platform and get you up and running quickly.

What is SMBcrm?​

SMBcrm is an all-in-one customer relationship management platform designed specifically for small and medium businesses. It combines contact management, sales pipelines, marketing automation, and communication tools into a single, easy-to-use platform.

Key Features​

  • Unified Inbox - Manage all your communications (calls, texts, emails) in one place
  • Sales Pipelines - Track opportunities through customizable sales stages
  • Marketing Automation - Create and automate email and SMS campaigns
  • Appointment Scheduling - Let clients book appointments directly on your calendar
  • Website & Funnel Builder - Create landing pages and sales funnels
  • Reporting & Analytics - Track your business performance with detailed reports

First Steps​

  1. Complete your profile - Add your business information and contact details
  2. Import contacts - Bring in your existing contacts from spreadsheets or other CRMs
  3. Set up your pipeline - Create stages that match your sales process
  4. Connect your phone - Enable calling and texting from within SMBcrm
  5. Create your first automation - Start saving time with automated workflows

Next Steps​