Everything you need to get the most out of Sales System AI. Guides, tutorials, documentation, and support channels.
Create your Sales System AI account in under 60 seconds. Choose the product that fits your needs: Basic Edition for Instagram creators (completely free), CRM Ultra Light for solo entrepreneurs and small teams, or Corporate CRM for enterprise organizations.
Pro tip: Start with a free trial to explore features before committing. No credit card required for Basic Edition or CRM Ultra Light trials.
Bring your existing customer data into Sales System AI using our CSV import tool. Export contacts from your current system (spreadsheets, Gmail, Outlook, or other CRMs) and we'll help you map the fields correctly.
Migration help: Corporate CRM customers get free data migration assistance from our team. We'll handle the export, cleaning, and import process.
Set up your sales stages to match your process. Standard stages (Lead, Qualified, Demo, Proposal, Closed) work for most businesses, but you can create custom stages that reflect your unique workflow. Define what each stage means and what criteria move deals forward.
Best practice: Keep it simple. 5 to 7 stages is optimal. Too many stages create confusion and slow down your team.
Integrate Sales System AI with your existing email, calendar, and communication tools. We support Gmail, Outlook, Google Calendar, Slack, Zoom, and more. These integrations allow automatic activity logging and reduce manual data entry.
Time saver: Email integration alone saves 2 to 3 hours per week per rep by automatically logging correspondence and extracting contact details.
Get your sales team up to speed quickly with our intuitive interface and guided onboarding. Most users are proficient within their first week. For Corporate CRM customers, we offer live training sessions and dedicated onboarding calls.
Resource: Access our video tutorial library covering common tasks like logging calls, moving deals, and running reports.
Download the iOS or Android app from your respective store. Log in with your existing credentials and you'll see your full pipeline synchronized in real time.
Mobile apps support all core features: viewing deals, logging activities, updating stages, and receiving push notifications for important events.
Connect Gmail or Outlook in Settings → Integrations. Once connected, all emails with contacts in your CRM are automatically logged as activities.
You can also send emails directly from within the CRM and they'll be tracked automatically. No need to toggle between systems.
Add custom fields to track information specific to your business. Industries, deal sources, product interests, or any data point that matters to your sales process.
Use tags to categorize deals and contacts for easy filtering and reporting. Tags are flexible and can be added or removed anytime.
Access real time dashboards showing your pipeline value, conversion rates, average deal size, and sales cycle length. Filter by date range, team member, or deal stage.
Export reports to CSV or PDF for sharing with stakeholders. Schedule automated weekly or monthly reports via email.
Configure automated workflows for repetitive tasks. Examples: send follow up emails when deals stall, assign leads round robin to team members, or create tasks when deals reach certain stages.
CRM Ultra Light and Corporate CRM include advanced automation capabilities. Basic Edition has simplified automation for common creator workflows.
See what your teammates are working on with shared pipeline views and activity feeds. @mention colleagues in notes to collaborate on deals. Set permissions to control who sees what.
Corporate CRM offers granular permission controls including role based access, team hierarchies, and custom visibility rules.
The most successful teams treat their CRM as a daily habit, not a monthly chore. Log activities immediately after calls or meetings. Update deal stages as conversations progress. Keep contact information current.
Make sure everyone on your team understands what each pipeline stage means and what needs to happen for a deal to move forward. This prevents pipeline inflation and improves forecast accuracy.
Deduplicate contacts, archive closed deals, and remove outdated information monthly. Clean data makes AI features more accurate and keeps your pipeline views uncluttered.
When the system flags a deal as at risk or suggests following up with a hot lead, take action. Our AI learns from thousands of closed deals and identifies patterns humans miss.
Don't wait until month end to check your numbers. Weekly pipeline reviews help you spot trends early, identify bottlenecks, and course correct before small issues become big problems.
Can't find what you're looking for? Our support team is here to help. Reach out via our contact form or browse our FAQ for quick answers.