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 4 of 43 videos
Source: Reputation Overview . LeadConnector
Connect review platforms, monitor feedback and send review requests using SMS, email, links or QR codes.
Explore Reputation ServicesSource: How To Set Up and Use Reputation Management . LeadConnector
Connect review platforms, configure request timing and manage responses from one system.
Explore Google Business Profile ServicesSource: Capture New Leads with Facebook & Instagram Lead Ads . LeadConnector
Connect social lead forms to the CRM, map contact fields and trigger follow-up when a lead submits.
Explore Ads ManagementHave 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.
View Live 1:1 Training
Manage Social Posts in One Place
Source: Manage All Your Social Media Posts in One Place . LeadConnector
Connect supported social channels and create, organize or schedule posts from one planning area.