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How to Invite a client on Mobile Version of the CRM
How to Invite a client on Mobile Version of the CRM

A step by step guide with using the CRM on a mobile device

Paula Guevara avatar
Written by Paula Guevara
Updated over 2 weeks ago

While we don't have an app, our CRM is still easily accessible by going to app.smartwiz.io and logging into your account.

You'll also be able to send out message requests via our support widget below!


How to Invite a Client

  • To invite a client, you can click on the top tab "Invite a Client" button.

  • From there, you'll be able to see a "Share an Invite With Clients" list which you can plug into your social media or marketing email!

  • When your client navigates to the link, they will see the following below where they can set up and register for their account.

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