Lead management
Opportunities
See how leads move through the pipeline, how stages work and how to keep the next action visible.
Bespoke CRM training
Short, practical tutorials for the Smash AI bespoke CRM—covering lead management, conversations, email marketing, social planning, reputation and mobile access.
Tutorial library
The interface shown may evolve as the CRM is updated, but the core workflows remain the same.
Lead management
See how leads move through the pipeline, how stages work and how to keep the next action visible.
Marketing
Create and manage email activity from one place, with a clear view of what is being sent.
Marketing
Plan, schedule and review social content without switching between multiple tools.
Communications
Bring social messages together so enquiries are visible and easier to respond to.
Communications
Manage messages, review contact history and keep customer communication organised.
Mobile access
Access conversations, contacts and opportunities while you are away from your desk.
Customer trust
Monitor reviews and build a repeatable process for protecting and improving your online reputation.
Need a guided walkthrough?
Book a practical 30-minute Zoom discovery and demo call with Smash Agency.