TUTORIALS

Learning essentials with step-by-step guidance for Scale CRM

Let's Scale

We’re excited to have you on board! This page is your go-to hub for quick, easy guides that will help you get the most out of Scale CRM. Our goal is to make you confident and independent with the software so you can learn faster and work smarter.

Need a hand? Our team is always here to help at [email protected]

Click any of the buttons below to get started

Learn the Basics

Logging in, setting up your profile, and connecting your business accounts

Contacts & Conversations

Organise your customers and master SMS and social DMs in one place

Mobile App

Learn the features of our mobile app so you can easily access info on the go

Calendars & Bookings

Set up calendars, services, classes, availability and staff

Reputation Management

Request, track and respond to reviews with built in AI assistance

Marketing Campaigns

Send bulk SMS campaigns that keep customers coming back

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