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Get Started With the Smartwiz CRM
Get Started With the Smartwiz CRM

Smartwiz CRM set-up

Paula Guevara avatar
Written by Paula Guevara
Updated over a month ago

Creating an account with SmartWiz is a straightforward process that ensures access to our innovative services. To begin, navigate to the SmartWiz website or mobile application. Next, locate the "Create Account" option and provide the required information, such as your name, email address, and a secure password. Finally, follow any additional prompts to verify your account, and you'll be ready to explore the array of features SmartWiz offers. See below for a short video walking you through the process, as well as a step by step to creating your account.

  1. Once you receive access to the Smartwiz Software, click “Create Account”

  1. Go through each box and Input your information:

  • First Name

  • Last Name

  • Email Address

  • Phone Number

  • Create and Confirm Your Password

3. Once you have entered your information, select “Create Account.”

At that point, your dashboard will be unlocked for you to access the software, and servicing your clients.

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