Getting Started
SmartCRM is a comprehensive customer relationship management system designed to help businesses manage clients, track interactions, and grow their sales. This guide will help you get started quickly.
Account Setup
Setting up your SmartCRM account is quick and easy. After signing up, you'll receive login credentials to access the system. Your account comes with a 14-day free trial on all paid plans, giving you full access to explore all features.
Understanding User Roles
SmartCRM supports multiple user roles with different permission levels: Admin (full access), Manager (manage team and clients), and Employee (view and update assigned clients). Each role is designed to maintain security while enabling team collaboration.
First Steps
Start by adding your first client or company. Navigate to the Clients section and click 'Add New Client'. Fill in the basic information like name, phone, and email. You can add more details later. Next, schedule your first visit by going to the Schedule section and selecting a date and time.
Dashboard Overview
The dashboard is your command center, showing key metrics, upcoming visits, recent activities, and important notifications. Customize your dashboard to display the information most relevant to your workflow.