Bespoke CRM training

Learn the tools.
Keep every lead moving.

Short, practical tutorials for the Smash AI bespoke CRM—covering lead management, conversations, email marketing, social planning, reputation and mobile access.

Tutorial library

Seven guides. One connected system.

The interface shown may evolve as the CRM is updated, but the core workflows remain the same.

Marketing

Marketing — Emails

Create and manage email activity from one place, with a clear view of what is being sent.

Marketing

Social Media Planner

Plan, schedule and review social content without switching between multiple tools.

Communications

Facebook & Instagram Unified Inbox

Bring social messages together so enquiries are visible and easier to respond to.

Communications

Conversations

Manage messages, review contact history and keep customer communication organised.

Mobile access

LeadConnector Mobile App

Access conversations, contacts and opportunities while you are away from your desk.

Customer trust

Reputation Management

Monitor reviews and build a repeatable process for protecting and improving your online reputation.

Need a guided walkthrough?

See how the CRM fits your lead journey.

Book a practical 30-minute Zoom discovery and demo call with Smash Agency.

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