Learn SmoothSales, one short video at a time
From setting up your first pipeline to automating WhatsApp follow-ups, every workflow your team needs — in short, practical videos.
Workspace & User Setup
Configure your business profile, set operational calling hours, invite team members with granular role permissions (Admin, Manager, Rep), and assign timezone routing.
Lead Stages, Custom Fields & Products
Design tailored deal stages (Site Visit, Token Received, Fee Paid), add custom property or course attributes, and organize multi-project catalogs with stage probability weights.
Bulk Lead Upload & Deduplication
Import existing customer records from CSV or Excel files, auto-map columns, detect duplicate phone numbers, and assign imported batches to dedicated campaign queues.
Lead Auto-Assignment Rules
Build condition-based assignment rules based on lead source, budget range, and location pin-codes to instantly direct premium prospects to your highest-converting closers.
Advanced Round-Robin & SLA Routing
Configure sub-60s round-robin distribution with rep capacity caps, availability toggles, 15-minute response stopwatches, and automated stale-lead reassignment.
Connect Website, IndiaMART & JustDial
Generate tenant webhook URLs to capture inquiries in real time from IndiaMART, Justdial, Housing.com, 99acres, and custom website Elementor or React forms.
Facebook & Meta Ads Lead Sync
Authenticate your Facebook Business Manager to ingest instant Lead Gen Ad forms within 800ms, mapping campaign names and custom questions directly to CRM fields.
Connect WhatsApp Business Cloud API
Step-by-step setup to connect Meta’s official WhatsApp Cloud API: registering your verified phone number, obtaining credentials, and synchronizing 2-way inbox chat.
Templates & Bulk WhatsApp Campaigns
Submit Meta-approved marketing and utility templates with dynamic variables, launch segmented promotional broadcasts, and analyze delivery and read receipts.
Automated Follow-up Nurturing
Set up automated WhatsApp drip journeys: instant welcome brochures on lead arrival, day 2 case study follow-ups, and automated site visit appointment reminders.
Set Up the AI WhatsApp Qualification Bot
Deploy an intelligent conversational AI agent that greets incoming prospects 24×7, asks qualifying questions (budget, unit type, timeline), and logs responses into the CRM card.
Enable Call Recording on Mobile
Install the SmoothSales companion mobile app on Android/iOS, configure automatic outbound call recording, and sync talk time and disposition notes on the move.