FREE VIDEO TRAINING

Free CRM and Automation 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.