Free CRM and Automation Video Training

What PointWake CRM Does

Source: PointWake CRM Overview . PointWake CRM overview

See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM.

Mobile App Walkthrough

Source: Mobile App Walkthrough . LeadConnector

Manage contacts, conversations, appointments, payments and pipeline activity from the mobile app.

Contacts Overview

Source: Contacts Overview . LeadConnector

Understand the central customer database and how each record connects to messages, appointments, opportunities and payments.

Conversations Overview

Source: Conversations Overview . LeadConnector

Manage SMS, email, chat and connected social conversations from one unified inbox.

Opportunities Overview

Source: Opportunities Overview . LeadConnector

Track leads and deals through a visual pipeline with clear stages, ownership, value and status.

Calendars Overview

Source: Calendars Overview . LeadConnector

Configure availability, appointments, team routing and calendar-connected automations.

Dashboards Overview

Source: Dashboards Overview . LeadConnector

Learn where to review important CRM activity, performance indicators and day-to-day operational visibility.

Automation Overview

Source: Automation Overview . LeadConnector

Learn how triggers, actions, branches and workflows connect contacts, conversations, calendars and pipelines.

Missed Calls and After-Hours Coverage

Source: Missed Calls & After Hours Coverage . LeadConnector

See how missed-call text-back, AI assistance, booking and handoff can protect leads when the team cannot answer.

Reduce No-Shows and Improve Appointment Booking

Source: Reduce No Shows & Appointment Booking . LeadConnector

Use confirmations and reminders across connected channels to increase appointment attendance.

FAQ Automation and Inbox Overload Relief

Source: FAQ Automation, Slow Response Fix & Inbox Overload Relief . LeadConnector

Answer common questions faster using messaging automation, a knowledge base, AI tools and the unified inbox.

Automated Lead-Nurture Campaigns

Source: Nurture Leads with Automated Drip Campaigns . LeadConnector

Build email and SMS sequences that follow up consistently after the right trigger or customer action.

Set Up Multichannel Communication

Source: Set Up Multi Channel Communication & Start Engaging in Minutes . LeadConnector

Configure email, phone, SMS and other communication channels so conversations can be managed together.

Send Your First SMS Campaign

Source: Reach Customers with Your First SMS Campaign . LeadConnector

Learn the mechanics of SMS workflows, templates, personalization and scheduling.

Send messages only to properly opted-in contacts. Business texting may require A2P registration, approved sender information and compliant opt-out handling. Do not include PHI or other regulated data unless the workflow has been specifically approved.

A2P 10DLC Registration

Source: A2P 10DLC white label version . LeadConnector

Understand the foundational registration process used for business texting on United States phone numbers.

This is an older foundational overview. Requirements, pricing and platform screens may have changed. Verify the current registration process with PointWake before relying on these steps.

Reputation Overview

Source: Reputation Overview . LeadConnector

Connect review platforms, monitor feedback and send review requests using SMS, email, links or QR codes.

Set Up Reputation Management

Source: How To Set Up and Use Reputation Management . LeadConnector

Connect review platforms, configure request timing and manage responses from one system.

Capture Leads with Facebook and Instagram Ads

Source: Capture New Leads with Facebook & Instagram Lead Ads . LeadConnector

Connect social lead forms to the CRM, map contact fields and trigger follow-up when a lead submits.

Manage Social Posts in One Place

Source: Manage All Your Social Media Posts in One Place . LeadConnector

Connect supported social channels and create, organize or schedule posts from one planning area.

Sites Overview

Source: Sites Overview . LeadConnector

Explore websites, funnels, forms, surveys, chat widgets, quizzes and QR codes connected to CRM workflows.

Create a New Form

Source: How to Create a New Form . LeadConnector

Build a form, add contact and custom fields, style it and connect the submission to the CRM.

Engage Website Visitors with Live Chat

Source: Engage Website Visitors in Real Time with Live Chat . LeadConnector

Create and install a chat widget that sends website conversations into the CRM inbox.

AI Agents Overview

Source: AI Agents Overview . LeadConnector

Introduce voice and conversation agents for answering inquiries, qualifying leads, booking and routing.

AI Studio Overview

Source: AI Studio Overview . LeadConnector

Explore prompt-based tools for creating and revising landing pages, websites and interactive experiences.

Ask AI Overview

Source: Ask AI Overview . LeadConnector

Use the platform assistant for feature guidance, operational questions and drafting common business content.

Reporting Overview

Source: Reporting Overview . LeadConnector

Learn where to review platform reports and use operational activity data to understand what needs attention.

Improve Reputation and Reviews

Source: Improve Reputation & Reviews . LeadConnector

Use review requests and centralized feedback management to build a more consistent reputation process.

Move Deals Through a Streamlined Sales Pipeline

Source: Accelerate Deal Closures with a Streamlined Sales Pipeline . LeadConnector

Organize opportunities into clear stages so the team can see ownership, status and the next action.

Book More Appointments with Automated Scheduling

Source: Book More Appointments with Automated Scheduling . LeadConnector

Connect calendars and booking automation so prospects can select an available time without manual back-and-forth.

Create a New Contact

Source: Create a New Contact . LeadConnector

Create and complete a contact record so communication, appointments and opportunities remain connected.

Build a Lead-Capture Funnel

Source: Generate New Leads with a High Converting Funnel . LeadConnector

Build a focused funnel that captures lead information and connects each submission to CRM follow-up.

Launch a Professional Website

Source: Launch a Professional Website in Less Than a Day . LeadConnector

Review the basic process for building, configuring and publishing a website through the platform.

Import and Engage Existing Contacts

Source: Import and Engage with all Your Contacts Instantly . LeadConnector

Import an existing contact list and prepare those records for organized communication and follow-up.

Confirm consent, suppression lists, field mapping and data quality before sending email or SMS to imported contacts.

Accept Payments with a Custom Payment Link

Source: Accept Payments Easily with a Custom Payment Link . LeadConnector

Create a shareable payment link that lets a customer complete an approved transaction online.

Payments Overview

Source: Payments Overview . LeadConnector

Review the platform's central payments area and the tools available for collecting and tracking customer payments.

Generate and Send Professional Invoices

Source: Generate and Send Professional Invoices . LeadConnector

Create an invoice, send it to a customer and track payment activity from the platform.

Start Collecting Payments with Stripe

Source: Start Collecting Payments with Stripe . LeadConnector

Connect an approved Stripe account so supported payment features can process transactions.

Payment availability, fees, underwriting and account approval are controlled by the payment processor and the selected platform plan.

Use Text-to-Pay

Source: How to Use Text-to-Pay . LeadConnector

Send a supported payment request through a customer conversation after payments and messaging have been configured.

Purchase a Business Phone Number

Source: How To Purchase a Phone Number for Your Business . LeadConnector

Select and purchase a supported business number for calls, messaging and connected workflows.

Set Up Missed-Call Text-Back

Source: How To Set Up the Missed Call Text Back Feature . LeadConnector

Configure the foundational workflow that sends a prompt response after an inbound call is missed.

Platform screens may change. Test the workflow, consent language, sender registration, routing and opt-out handling before enabling it for live traffic.

Update Missed-Call Text-Back Settings

Source: How to Update the Missed Call Text Back Settings . LeadConnector

Review where the missed-call response settings are located and how to update the message configuration.

Screen labels may change as the platform is updated. Verify the current settings and test the complete workflow.

Connect a Root Domain

Source: How to Create a Root Domain and Attach it to Your Account . LeadConnector

Connect a root domain to the account so websites and funnels can publish on the intended address.

DNS changes can interrupt an existing website or email configuration. Confirm every record before changing a live domain.

Connect Your Google Business Profile

Source: How To Connect Your GMB . LeadConnector

Connect the business profile so supported reputation and customer-engagement features can work with the account.

Google My Business is now named Google Business Profile. Menu names and authorization screens may differ from the recording.