Help Desk

Welcome to SmithCRM! We’re pleased to present this new tool to our agents. It’s our hope that not only will it help keep you organized, but that it will...

CRM stands for Customer Relationship Management. These systems help to organize a database of past and future clients and assists you in managing interactio...

What are my login credentials? Once at the login page you'll use your Smith email credentials to log in to the CRM.  Where is the login page loc...

Your SmithCRM is located within Smith & Associates Real Estate’s Website Admin system. There are three main pages to the system; CRM, Calendar, and Mark...

A lead is an action a consumer has taken via website activity. When a consumer fills out a form on www.smithandassociates.com, your Smith agent site, or Rea...

Contacts are the heart of any CRM. It’s important to not only add contacts to your account when you initially set it up, but also to ensure that the account...

You can add contacts to your account one-by-one by hand entering the consumer’s information into the system. This method is best used when you only have one...

While importing contacts will be most common while you’re getting your account initially setup, it may also be used as a means to keep your account updated ...

The Contact Details page is the primary page for each contact within your account. It summarizes all activity for that individual and includes links to all ...

Prepping Your File If you have a spreadsheet of contacts which you’d like to import into SmithCRM, it’s very easy to do. The system is setup to allow you a...