Welcome to Smartfollowups CRM! If you're new here, don't worry. We'll guide you through setting up your account in simple steps. Let's make it easy!

Step 1: Join the Waitlist

Go to website, find "Join the Waitlist" and fill in your info. That's it – your Smartfollowups journey begins!

Step 2: Personalize Your Profile

Add a picture and update your info. Make it yours!

Step 3: Know Your Goals

What do you want from Smartfollowups? Clarify your goals – sales boost, better customer connections, or smoother communication.

Step 4: Bring in Your Team

If you're not alone, invite your team. Set roles and permissions – easy peasy!

Step 5: Add Contacts

Contacts are key. Input them manually or import a list. Include names, emails, and more.

Step 6: Create Your Deals Pipeline

Organize your deals – stages like "Prospecting" or "Closed-Won." Make a pipeline that fits your sales process.

Step 7: Automate Tasks

Save time! Use automation for follow-up emails or updating deals. Less work, more efficiency.

Step 8: Connect Your Tools

Link Smartfollowups with your email, calendar, and other tools. It all works seamlessly.

That's it – your simple guide to start using Smartfollowups CRM. Follow these steps, and you're on your way to making your business life easier. Ready? Let's dive in!

Are you ready to #automate?