---
title: "What PointWake CRM Does | PointWake CRM Training"
description: "Watch What PointWake CRM Does (2:13). See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM."
lang: en
json-ld: |
  [
    {
      "@context": "https://schema.org",
      "@type": "VideoObject",
      "name": "What PointWake CRM Does",
      "description": "Watch What PointWake CRM Does (2:13). See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM.",
      "thumbnailUrl": "https://pointwake.com/video-thumbnails/what-pointwake-crm-does.jpg",
      "uploadDate": "2026-08-12T21:15:21Z",
      "duration": "PT2M13S",
      "url": "https://pointwake.com/training/videos/what-pointwake-crm-does",
      "contentUrl": "https://assets.cdn.filesafe.space/VY0dhvCsvn71otsb6afK/media/6a7ce257a6a03cda06b7933b.mp4",
      "publisher": {
        "@type": "Organization",
        "@id": "https://pointwake.com/#organization",
        "name": "PointWake",
        "url": "https://pointwake.com",
        "logo": {
          "@type": "ImageObject",
          "url": "https://pointwake.com/logo-512.png",
          "width": 512,
          "height": 512
        },
        "telephone": "+1-830-302-3193",
        "address": {
          "@type": "PostalAddress",
          "addressLocality": "Canyon Lake",
          "addressRegion": "TX",
          "postalCode": "78133",
          "addressCountry": "US"
        },
        "sameAs": [
          "https://www.linkedin.com/company/pointwake",
          "https://www.facebook.com/PointWake",
          "https://www.instagram.com/pointwaketx/",
          "https://www.tiktok.com/@pointwake",
          "https://x.com/PointWake25",
          "https://www.youtube.com/@PointWake"
        ],
        "founder": {
          "@type": "Person",
          "name": "Jonathan Guy",
          "url": "https://pointwake.com/about",
          "sameAs": [
            "https://www.linkedin.com/in/jonathan-guy-/"
          ]
        }
      }
    },
    {
      "@context": "https://schema.org",
      "@type": "BreadcrumbList",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://pointwake.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Training Center",
          "item": "https://pointwake.com/training"
        },
        {
          "@type": "ListItem",
          "position": 3,
          "name": "Video Training",
          "item": "https://pointwake.com/training/videos"
        },
        {
          "@type": "ListItem",
          "position": 4,
          "name": "What PointWake CRM Does",
          "item": "https://pointwake.com/training/videos/what-pointwake-crm-does"
        }
      ]
    }
  ]
---

[Skip to main content](#main)

[![PointWake logo](data:image/webp;base64,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)PointWake ](/)

Services

Industries

[CRM](/crm)[Results](/testimonials)[Pricing](/pricing)

Resources

[About](/about)

[(830) 302-3193](tel:8303023193)[Book a Free 15-Minute Discovery Call](/book)[](tel:8303023193)

1.  [Home](/)
2.  [Training Center](/training)
3.  [Video Training](/training/videos)
4.  What PointWake CRM Does 

PointWake CRM Training Video

# What PointWake CRM Does

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

Your browser cannot play this video. Open it directly at [What PointWake CRM Does](https://assets.cdn.filesafe.space/VY0dhvCsvn71otsb6afK/media/6a7ce257a6a03cda06b7933b.mp4).

What PointWake CRM Does . 2:13 . Beginner . Start Here . Source: PointWake CRM Overview (PointWake CRM overview)

[Explore PointWake CRM](/crm)

## About this video

What PointWake CRM Does is a 2:13 walkthrough in the PointWake CRM training library. See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM. 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 overview was produced 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 explore pointwake crm 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 what pointwake crm does lives inside PointWake CRM and what it controls 
-   See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM 
-   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 library](/training/videos)[Explore PointWake CRM](/crm)[Training Center](/training)[Book a Free 15-Minute Discovery Call](/book)

### PointWake

PointWake helps small businesses stop losing leads and wasting time by reviewing broken workflows, building the right fix plan, implementing CRM automation and AI where they truly fit, and training teams to use the system correctly.

![HIPAA-enabled environment available](/assets/hipaa-enabled-badge-BwMF6C6Q.png)

HIPAA-enabled CRM and communications options available for qualifying healthcare clients.

[(830) 302-3193](tel:8303023193) [info@pointwake.com](mailto:info@pointwake.com) Canyon Lake, Texas  [LinkedIn](https://www.linkedin.com/company/pointwake/) [Facebook](https://www.facebook.com/PointWake) [Instagram](https://www.instagram.com/pointwaketx/) [TikTok](https://www.tiktok.com/@pointwake) [X (Twitter)](https://x.com/PointWake25) [YouTube](https://www.youtube.com/@PointWake)

#### Solutions

[Services](/services)[PointWake CRM](/crm)[GoHighLevel](/services/gohighlevel)[AI Automation](/services/ai-automation)[AI Receptionist](/services/ai-voice-agents)[Missed Call Text Back](/services/missed-call-text-back)[Managed Operations](/services/managed-operations)[Custom GoHighLevel Setup](https://login.pointwake.com/widget/form/7elta7pSUccd0YPfkyvQ)

#### Marketing

[Marketing](/marketing)[SEO](/marketing/seo)[Websites](/marketing/websites)[Google Business Profile](/marketing/google-business-profile)[AI Search Optimization](/marketing/ai-search-optimization)[Ads Management](/marketing/ads)[Local Visibility Stack](/marketing/local-visibility-stack)[Full Marketing Machine](/marketing/full-marketing-machine)[Marketing Automation](/marketing/local-business-marketing-automation)

#### Who We Help

[Industries](/industries)[Locations](/locations)[Dubai & UAE](/ae/dubai-ai-automation)[Testimonials](/testimonials)

#### Resources

[Pricing](/pricing)[Workflow Growth Plan](/workflow-growth-plan)[Training Center](/training)[Free Video Training](/training/videos)[Live 1:1 Training](/live-training)[Blog](/blog)[FAQ](/faq)

#### Company

[About](/about)[Contact](/contact)[Careers](/careers)[Call Us](tel:8303023193)[Email Us](mailto:info@pointwake.com) [Leave Us a Review](https://g.page/r/CbltdSOsWYnEEBM/review)

#### Legal

[Privacy Policy](/privacy-policy)[Terms](/terms)[Cookie Policy](/cookie-policy)[Privacy Choices](/privacy-choices)

#### Compare

[All Comparisons](/compare)[vs DIY GoHighLevel](/compare/pointwake-vs-diy-gohighlevel)[vs Hiring an Ops Manager](/compare/pointwake-vs-hiring-an-ops-manager)[vs Marketing Agencies](/compare/pointwake-vs-marketing-agencies-doing-automation)[Audit vs SaaS Discovery Call](/compare/workflow-audit-vs-saas-discovery-call)[vs All-in-One Platforms](/compare/pointwake-vs-all-in-one-resellers)[Build vs Buy Automation](/compare/build-vs-buy-automation)[SaaS vs Custom Automation](/compare/saas-subscriptions-vs-custom-automation-ownership)

© 2026 PointWake. All rights reserved.