CRM Done Better – Full Feature Overview This video provides a comprehensive walkthrough of all the major features available inside the CRM Done Better platform, helping users understand what’s possible and how to navigate the system efficiently.

Here's a breakdown of what you can do:

🧭 Dashboard Overview of your business activity. Fully customizable widgets (colors, metrics, filters). Pre-set views for pipelines like Leads, Sales, Invoices, and Customer Journeys.

✅ Tasks Assign tasks to yourself or team members. Use to follow up on leads, reminders, and manage workloads. 💬 Conversations Unified inbox for text, email, WhatsApp, Facebook, etc. Send messages, templates, invoices, and custom fields from within contact threads.

📞 Manual Actions / Power Dialer Automate outbound calls for sales or follow-ups.

📝 Snippets & Trigger Links Snippets: Pre-saved SMS or email messages. Trigger Links: Track clicks (e.g., Bitly-style) and user behavior.

📅 Calendars Multiple calendar types (Personal, Round Robin, Class, Collective). Manage appointments, availability, integrations (Zoom, Google Meet, etc.). Organize by service, staff, and business hours.

👥 Contacts & Smart Lists View, organize, and filter contacts. Smart lists help segment your audience with dynamic filters. Assign tags, track activity, and manage companies.

📈 Opportunities / Pipelines Visual sales funnels to track lead/customer journey stages. Automate movement through pipelines with triggers.

💰 Payments Create and manage invoices, subscriptions, payment links, and products. Supports orders, transactions, receipts, taxes, and discount codes. Built-in document signing (e.g., replace SignNow/Docusign).

📣 Marketing Tools Social Media Planner: Schedule and post across platforms. Email Campaigns, Newsletters, Countdown Timers. Affiliate Manager, Brand Board, AI Content Generator.

⚙️ Automations Trigger workflows for appointment reminders, onboarding, nurturing, etc. Use recipes or build from scratch to automate repetitive tasks.

🌐 Sites & Funnels Create websites, sales funnels, stores, and landing pages. Pre-built templates, surveys with conditional logic, QR codes. Built-in chat widgets, Shopify-style storefront, and product pages.

🎓 Memberships & Courses Build and host online courses with certification options. Create client portals and manage community access. Leverage marketplace visibility via Go Collab.

📁 Media Storage Functions like an integrated Google Drive. Upload and manage videos, PDFs, images, and more.

⭐ Reputation Management Manage and showcase Google and Facebook reviews. Build widgets to display testimonials on your site.

📊 Reporting & Analytics Run detailed reports on ads, appointments, sales, and agents. Monitor campaign performance and contact activity.

📱 Mobile App Run your business on-the-go via the LeadConnector app. Manage conversations, appointments, and notifications from your phone.

📚 Support & Resources Access Quick Start Guide, Tutorial Vault, and Help Center. 24/7 live chat, Zoom support calls, and strategy services available.

🔑 Final Notes: You don’t need to use every feature to be successful. Start with what you need (like appointment booking or email marketing), then scale up as your business grows. CRM Done Better is designed to be your all-in-one business hub—powerful, flexible, and fully customizable.