Setup
01 · GETTING STARTED
User Creation
Create team accounts, assign roles, and configure user permissions inside your Smart CRM workspace.
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From setting up your first lead pipeline to building an AI-powered WhatsApp bot — every workflow your team needs, documented in plain, practical videos.
Filter by topic — Setup, Leads, WhatsApp, Integrations or Mobile App. Every video is short and to the point.
Create team accounts, assign roles, and configure user permissions inside your Smart CRM workspace.
Tailor the CRM to your business — add products, define lead statuses, and create the custom fields you actually need.
Import leads in bulk via CSV or Excel — map fields and validate data in minutes.
Set rules that automatically route incoming leads to the right team member — fair, fast, rule-based.
Go deeper with weighted distribution, source-based routing, and team-specific assignment rules.
Pull leads automatically from your website, JustDial, IndiaMart, and other channels — no copy-paste, no missed inquiries.
Sync your Facebook Lead Ads directly into Smart CRM — every form submission lands in your pipeline in real time.
Link WhatsApp Business to Smart CRM — the foundation for every WhatsApp workflow that follows.
Build approved templates and send bulk WhatsApp campaigns the right way — without getting your number flagged.
Trigger automated WhatsApp messages based on lead status — nurture prospects without lifting a finger.
Set up an intelligent WhatsApp bot that qualifies, replies, and routes leads 24/7 — straight inside Smart CRM.
Step-by-step walkthrough to enable and configure call recording on the Smart CRM mobile app — so every lead conversation is automatically captured and saved.
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