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    PointWake CRM Training Video

    How a Houston Business Automated Its Workflow with PointWake

    A Houston small business owner explains how PointWake audited the day-to-day workflow and automated the follow-up steps that kept slipping.

    How a Houston Business Automated Its Workflow with PointWake . 0:45 . Beginner . Start Here . Source: How a Houston Business Automated Its Workflow with PointWake (PointWake customer story)

    See the Workflow Growth Plan Open on YouTube (opens in a new tab)

    About this video

    How a Houston Business Automated Its Workflow with PointWake is a 0:45 walkthrough in the PointWake CRM training library. A Houston small business owner explains how PointWake audited the day-to-day workflow and automated the follow-up steps that kept slipping. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.

    This one sits in the Start Here track, so it is a good first watch if PointWake CRM is new to your team. It shows the everyday screens your staff will open the most. It is filed under Start Here at a beginner level. No prior setup knowledge is needed to follow along. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.

    This is a PointWake customer story, recorded and published by PointWake. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to see the workflow growth plan below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.

    What you will learn

    • Where how a houston business automated its workflow with pointwake lives inside PointWake CRM and what it controls
    • A Houston small business owner explains how PointWake audited the day-to-day workflow and automated the follow-up steps that kept slipping
    • How this step connects to the rest of your lead follow-up so nothing is handled twice
    • What to check afterwards before you rely on it with real customers
    Back to the full video libraryExplore PointWake CRMTraining CenterBook a Free 15-Minute Discovery Call