CRM SETUP
Tutorial Videos
Learn How To Setup Your CRM When you invest in our SMART WEBSITE by TGSM, you unlock complimentary software setup that gets your business up and running seamlessly.
If you are someone who enjoys learning on your own and prefers to "do it yourself", we've compiled this series of step-by-step tutorial videos for your convenience.
Business Profile Setup
Learn how to properly configure your main business information, operating hours, and core settings.
Personal Profile Setup
Set up your individual user credentials, signature, and personalized settings within the CRM.
Staff Setup
Add your team members, assign permissions, and configure their individual calendars and notifications.
Software Integrations
Connect your Google Business Profile, Facebook Page, Stripe, and other essential platforms to sync all your data.
GMB Setup & Optimization
Your Google Business Profile is your #1 free marketing tool. Learn how to set it up correctly, optimize every field, and make your listing impossible to ignore so customers choose you before they even visit your website.
Google Business Profile Integration
Connect your Google Business Profile directly to your CRM so every review, message, and lead flows into one place. No more switching tabs, manage your entire online reputation from a single dashboard.
Still need help setting up?
Our support team is ready to assist you. Reach out to us anytime.