Video tutorials for this topic
← All modules · Read the CRM overview
Choose the feature you see in the app menu. Related features may share a course; its contents show the sections covered.
Dashboard
Navigate customer work from the CRM overview.
Read course →Blueprints
Build a reusable process with stages, assignments and workflow rules.
Read guide →CRM Analytics
Use the configured business, storefront and CRM analytics and trace a measure to the records behind it.
Read course →Social Media
Publish, listen and reply through connected social accounts, including AI and automated follow-up.
Read course →Leads
Capture, research, qualify and progress a real lead without losing context.
Read course →Marketing & Ads
Build a campaign with relevant assets, audience and destination, then verify its actual provider outcome.
Read course →Customers & Benefits
Maintain customers, membership and benefits with observable access and purchase effects.
Read course →Comm Center
Continue customer work across connected communication channels.
Read course →Broadcast
Send relevant messages to the selected audience and inspect recipient-level results.
Read course →Promotions
Create and manage a promotion with its intended subscriber/customer outcome.
Read course →Merchant Accounts
Manage a business customer relationship, its users and financial records.
Read course →Affiliates
Trace a referral from program setup to attributed outcome and supported reward.
Read course →Tickets
Resolve a customer request with delivered replies and a retained history.
Read course →Reservations
Create a bookable service and complete the booking, change and cancellation lifecycle.
Read course →Forms
Publish a form and process its submission into the intended business workflow.
Read course →Calendar
Coordinate calendars and appointments while preserving the underlying booking or meeting.
Read course →Customer Activity
See who is on the website and use current visitor context to start useful help.
Read course →Chat
Help and engage website visitors through human/AI conversation and real visual demonstrations.
Read course →Chat Designer
Publish the intended chat experience on an Appmint or external website.
Read course →