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.

Browse the library

Websites and FunnelsBeginner4:27

Sites Overview

Source: Sites Overview . LeadConnector

Explore websites, funnels, forms, surveys, chat widgets, quizzes and QR codes connected to CRM workflows.

Watch hereOpen on YouTube (opens in a new tab)

Explore Website Services

Lead CaptureBeginner3:16

Create a New Form

Source: How to Create a New Form . LeadConnector

Build a form, add contact and custom fields, style it and connect the submission to the CRM.

Watch hereOpen on YouTube (opens in a new tab)

Explore Lead-Capture Websites

Website ChatBeginner2:12

Engage Website Visitors with Live Chat

Source: Engage Website Visitors in Real Time with Live Chat . LeadConnector

Create and install a chat widget that sends website conversations into the CRM inbox.

Watch hereOpen on YouTube (opens in a new tab)

Explore Website Services

Prefer a guide on screen with you?

Recorded lessons are great for orientation. When you are blocked, a private session in your own account is faster.