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 5 of 43 videos
Source: Automation Overview . LeadConnector
Learn how triggers, actions, branches and workflows connect contacts, conversations, calendars and pipelines.
Explore Automation SetupSource: 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.
Explore Missed-Call Text-BackSource: Reduce No Shows & Appointment Booking . LeadConnector
Use confirmations and reminders across connected channels to increase appointment attendance.
Request Calendar SetupSource: 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.
Explore AI AutomationSource: Nurture Leads with Automated Drip Campaigns . LeadConnector
Build email and SMS sequences that follow up consistently after the right trigger or customer action.
Explore Marketing AutomationHave 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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