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Affiliate Program

Review information about our crmgrow Affiliate Program for users.

crmgrow Updates & Feature Releases
Agent Filter (Agent Vending Machine)

Learn about the exclusive Agent Vending Machine and how you can earn free agent atrraction leads just by logging in

Assistant

Learn about adding an Assistant, and what they can access within crmgrow.

Automations

Create custom communication flows that match where your contacts are within the crmgrow deal stage pipeline.

Bulk Email & Newsletters

Learn about crmgrow Campaigns and the advantages of connecting a Simple Mail Transfer Protocol (SMTP) to extend your email deliverability reach.

Business Hours

IMPORTANT: Set up business hours so automated text and emails trigger within the business day, and not after hours.

Calendar & Meetings

Check out the crmgrow calendar integration called Scheduler to schedule meetings directly from the dashboard, Create Working Hours, and more.

Calendly, Zapier, Zoom

Learn more about the Dialer, Zapier, Zoom, Chrome Extension, and Calendly integrations.

Call Report

Quickly and easily get a visual on call session history, disposition history, and call logs.

ChatGPT

Learn how to use the ChatGPT tool to help you quickly craft custom outbound communications.

Chrome Extension and Desktop App

Install the crmgrow Desktop App, and Chrome Extension.

Community

Learn how to effectively use our crmgrow Communitites as an Owner, and Member, and use them successfully in your business.

Contact Us

Learn how to Contact Support, Submit a Feature Request, Submit a Bug Report, access Webinars, and much much more.

Contacts

Overview of the Contact tools and navigation.

Contacts Manager

Overview of the Tag Manager, Label Manager, and Custom Contact Fields for Contacts

Dashboard

Learn about the different tools that live across the top of the crmgrow dashboard.

Dialer

Learn more about our 3rd party dialer partner, Wavv Power Dialer.

Gmail and Microsoft 365 Email Apps

Sync your Gmail or Outlook 365 email with crmgrow.

Google and Outlook Calendar Apps

Sync Google or Outlook Calendar with crmgrow.

Landing Page (Lead Hub)

Learn how to create custom Landing Pages with Media (Material), Lead Forms, Automations, and Tags.

Landing Page Theme

Set up a default Landing Page Theme that will be used for your uploaded Materials, and live video created with crmgrow.

Lead Forms

Learn how to create Lead Capture forms in crmgrow. Be sure to check out how to trigger a Video Lead Capture Form, and more.

Materials

Easily upload, organize, and access of all of your Image, PDF, and Video media in My Library List in Materials.

Merged Field Manager

Learn how to create and user Merged Fields (also known as Variables, Tokens, and Shortcodes)

Mobile App

The mobile app is generally similar to your desktop access. This covers the differences.

My Profile

Learn how to successfully set up your profile info, security, view current subscription and/or upgrade, billing details, and invoices.

Notes

Learn to add Notes to Contact Records, PIpeline Deals, Automations, and more.

Notifications

Set up text, email, and desktop notifications so you're aware of activity with your contacts.

Onboarding

New to crmgrow, or want refresher information? This is the place to be.

Pipeline

Easily and effectively track your database as they navigate the Pipeline Stages in your database.

Scheduler

Learn how to use the built-in Scheduler for booking appointments for in person, inbound or outbound calls, Zoom, or Online Meetings.

Smart Codes

Leverage the Smart Number with Smart Code calls for lead generation, and sharing content via text with prospects and contacts.

SMTP

Learn about SMTP (Simple Mail Transfer Protocol), and how adding one can help with email deliverability rates. You MUST add an SMTP to use the Bulk Email and Newsletter tools.

Social Profile

Add your social media handles.

Smart Number & Texting (SMS)

Set up a smart number to enable texting, and using the Lead Hub Smart Codes for lead generation and interaction.

Tasks

Learn about Tasks, and how to use them in your daily practice of using crmgrow

Teams

Discover how to create a Team within crmgrow that will allow you to share contacts, automation, pipelines, and more.

Templates

Learn how to create and insert Text and Email "Canned" templates.

Websites

Learn how to navigate and create a Website (formerly known as a Landing Page.)

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