Knowledge Base

Comprehensive guide to SmartCRM features and functionality. Everything you need to know to get the most out of your CRM system.

Learn the basics of SmartCRM: account setup, user roles, and first steps to start managing your business effectively.

Discover how to add, edit, search, and manage client information, track client history and interactions.

Create company profiles, manage employees, organize structure, and link employees to companies.

Plan and track visits, manage calendar, monitor visit statuses, and schedule recurring visits.

Generate reports, export data, use analytics dashboard, and create custom reports for insights.

Configure user preferences, manage system settings, set up integrations, and customize the system.

Install mobile app, use mobile-specific features, work offline, and sync data across devices.