Tutorials
How to do things in PaceCRM
Short, specific walkthroughs for the things new accounts ask about in week one. Written for somebody who has never used the system, including the parts that are genuinely awkward.
Basics
Add a contact
The first thing you will do, and the three fields that decide whether the record is useful later.
02 . 4 min readAdd an opportunity
A contact is a person, an opportunity is a job. Why that difference matters and how to raise one.
03 . 5 min readCreate and send an invoice
Six steps, plus the preview trap that sends customers an invoice with sample data on it.
Getting value
Pull a list of exactly the people you want
Build a list once from filters and it keeps itself up to date as people change.
05 . 4 min readText every caller you miss, automatically
Five steps to switch it on, and the default that texts a repeat caller three times.
06 . 4 min readSet up your pipeline and keep it honest
How contacts, opportunities, pipelines and stages fit together, plus the two habits that make a board worth having.
07 . 3 min readWork the shared inbox without tripping over each other
Every channel in one thread per person, and how a team shares it without answering twice.
08 . 4 min readSend one email to a whole list
Pick the list, write it, check it, send or schedule it, then read what actually happened.
09 . 3 min readFind out which advertising actually works
Where the source of a lead is recorded, and why a tracking number per campaign settles arguments.
Setting it up
Let people book themselves in
A booking calendar that respects your real diary, plus the connection step that stops double bookings.
11 . 4 min readBuild your first automation
Trigger, then actions, then the Publish button people forget, which is why their automation never runs.
12 . 3 min readAsk for reviews without chasing
Three ways to send a review request, and the only one that works at scale.