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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