Get Started

New to GoCRM? Start here!

Oriol Zertuche avatar
Written by Oriol Zertuche
Updated over a week ago

Get Started

Let's create your account, set up your phone & email, and start reaching out to contacts!


In this video we will learn how to:

• Register Your GoCRM Account (0:00)
Setup Your Phone (0:47)

Setup Your Email (2:08)

Manage Your Notifications (2:55)

Add Your First Contact (3:38)

Make a Call (4:30)
Send an SMS (4:53)

Send an Email (5:04)

Add a Task (5:14)

Create an Appointment (5:34)

GPS Check-In (5:42)

Make It Yours

Customize it for your workflow.

Manage Your Contacts

Keep up with all your leads and customers.

Optimize Your Workflow

Make your sales team more efficient.

Import Your Leads

Get your contacts into GoCRM.

Zapier

Track Your Marketing

Get your marketing return on investment.

Go Mobile

Download our Android or iOS app.

iOS

Android

Need additional help?

Send us a message via our live chat in the bottom-right corner, or schedule a 1-on-1 live onboarding session with our team.



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