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Inservice Platform Overview

This complete platform overview will walk you through all of the powerful features available in your Inservice account.

Getting Started
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Create a New Contact

Learn how to effortlessly add your first contact and begin meaningful engagement. Navigate through the steps of adding contact details, designating lead status, and creating custom fields. Discover how to fill in additional information and manage your contact card efficiently.

contactsGetting Started
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Import and Engage with all Your Contacts Instantly

Learn how to import contacts from various platforms into your CRM. This video covers navigating to the contacts screen, selecting Import Contacts, choosing the correct file format, mapping fields, and configuring final settings for a successful import. Ensure your contact data is correctly integrated and start engaging immediately.

contactsGetting Started
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Reach Customers with Your First SMS Campaign

Learn to engage with your customers using SMS campaigns. This tutorial covers creating workflows, sending mass SMS, using custom values, scheduling messages, and avoiding account restrictions. You’ll also learn to create SMS templates and use them in automated workflows to streamline your customer communication.

ConversationsAutomationsGetting Started
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