Comprehensive walkthrough of Systemized to Scale CRM features and benefits.
Welcome to the Systemized to Scale CRM walkthrough! This comprehensive guide will help you understand the features and benefits of this powerful tool, designed to streamline your business and maximize efficiency.
1. Dashboard: Tracks key metrics, KPIs, and opportunities in an easy-to-digest format.
2. Inbox: Collates conversations from social media, SMS, and email in one place.
3. Appointments: Mirrors your calendar, allowing you to manage events and bookings.
4. Contacts: Houses all contacts, with features like phone and SMS integration.
5. Opportunities: A Trello-like board for managing leads and follow-ups.
6. Automations: Customizable sequences for follow-ups, lead nurturing, and more.
7. Payment: Syncs with payment processors like Stripe and PayPal.
8. Emails and Socials: Schedule social media content and automate email campaigns.
9. Automation Builder: Drag-and-drop tool for creating custom automations.
10. Forms and Surveys: Build forms and surveys within the system.
11. Membership Sites: Create membership content and sites.
12. Data Reports: Track key metrics and ad performance.
13. Education Hub: Access training resources, plug-and-play automations, and more.
14. Tech Helpline: Get one-to-one support via WhatsApp.
15. Unlimited Contacts and Automations: No extra fees for scaling your business.
This walkthrough should give you a solid understanding of the Systemized to Scale CRM's capabilities and how it can benefit your business.