DaySmart

Send automated text messages to your leads

CRM | SMS automation with Zapier & Twilio

This guide will cover viewing your existing automations and the actions/views available.

CRM | Managing & Viewing Automations

This guide will explain how to use the Automations feature to create and send time/trigger-based actions and communications to your customers.

CRM | Building Automations

The following contains suggestions for an example Journey and what those automations could look like to nurture leads and help towards improved conversion and retention.

CRM | Sample Automations

Create bespoke campaign links to feed through your CRM funnel and trigger customer automations.

Building Custom CRM Campaigns

Eleanor Shaw

This section is focused specifically on anything needed for the CRM.

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