Smart CRM Knowledge Base

Official video guides to help you set up, manage, and scale your business using Smart CRM

How to Register

Covered in this video
  • Account registration process
  • Email verification
  • First-time login

How to Set Up CRM

Covered in this video
  • Initial CRM configuration
  • Company & user settings
  • Basic workflow setup

How to Upload Bulk Leads

Covered in this video
  • CSV / Excel upload
  • Field mapping
  • Data validation

Lead Auto Assign & Automation

Covered in this video
  • Auto lead assignment rules
  • User-wise distribution
  • Automation best practices

Lead Management & Status Updates

Covered in this video
  • Lead status updates
  • Follow-ups & notes
  • Daily CRM workflow

Desktop CRM Demo (Jan 2026)

Covered in this video
  • Complete desktop walkthrough
  • Core modules overview
  • Real business usage

Mobile CRM Demo (Jan 2026)

Covered in this video
  • Mobile interface overview
  • Lead management on mobile
  • On-the-go usage

CRM Detailed Features

Covered in this video
  • Core & advanced features
  • Business use cases
  • Product capabilities

API Management

Covered in this video
  • API configuration
  • Third-party integrations
  • Security best practices

Smart CRM Demo