FREE VIDEO TRAINING
Learn the PointWake CRM platform one feature at a time. Browse short walkthroughs for contacts, conversations, pipelines, calendars, follow-up, messaging, reviews, websites and AI tools, then ask PointWake for help when you want something configured.
These platform walkthroughs are produced and hosted by LeadConnector, the platform infrastructure used by PointWake. PointWake has curated the lessons, organized the learning path and written original implementation overviews.
New here? Start at the Training Center, or see the platform itself on PointWake CRM.
Messaging features must be used only with appropriate consent, sender registration and opt-out handling. Healthcare businesses should not place PHI into marketing, SMS or AI workflows unless the specific account, integration and workflow have been approved for that use and the necessary agreements are in place.
Showing 7 of 43 videos
Source: PointWake CRM Overview . PointWake CRM overview
See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM.
Explore PointWake CRMSource: Mobile App Walkthrough . LeadConnector
Manage contacts, conversations, appointments, payments and pipeline activity from the mobile app.
Explore PointWake CRMSource: Contacts Overview . LeadConnector
Understand the central customer database and how each record connects to messages, appointments, opportunities and payments.
Explore PointWake CRMSource: Conversations Overview . LeadConnector
Manage SMS, email, chat and connected social conversations from one unified inbox.
Explore PointWake CRMSource: Opportunities Overview . LeadConnector
Track leads and deals through a visual pipeline with clear stages, ownership, value and status.
Explore PointWake CRMSource: Calendars Overview . LeadConnector
Configure availability, appointments, team routing and calendar-connected automations.
Request CRM SetupHave PointWake configure this
Prefer it set up correctly the first time? We build the workflow in your account and test it end to end.
Source: Dashboards Overview . LeadConnector
Learn where to review important CRM activity, performance indicators and day-to-day operational visibility.
Explore CRM SetupHave PointWake configure this
Prefer it set up correctly the first time? We build the workflow in your account and test it end to end.
Recorded lessons are great for orientation. When you are blocked, a private session in your own account is faster.
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