Your CRM
This section applies to clients on The System or Managed Systems plans. If your engagement doesn't include CRM setup, you can skip this section. Interested in adding CRM and automations to your setup? Reach out to support@samoya.com for details.
Your CRM is the central system that manages leads, conversations, appointments, and your sales pipeline. It lives at app.samoya.com. Everything is configured for the business before the first login.
Getting started
- Accessing Your CRM -- How to log in, navigate the interface, and understand the dashboard.
- Conversations -- The unified inbox for messages across all channels.
- Mobile App -- Manage leads and conversations from a phone.
Working your pipeline
- Leads and Your Pipeline -- How leads enter the system and move through the sales process.
- Contact Statuses -- What the color-coded status system means and how to use it.
- Adding Leads -- How to add contacts manually when leads come in offline.
- Booking Appointments -- How to schedule appointments from anywhere in the CRM.
Tools
- Quick Actions -- One-click commands for common operations on any contact.
- Message Templates -- Reusable message templates for consistent, fast responses.
- Tasks -- Internal to-dos and follow-up reminders tied to contacts.
How automations work
- How Your Automations Work -- What runs in the background and how it works.
- Follow-Up Campaigns -- What the system sends, when, and why.
- Calendar and Booking -- How the scheduling system and availability settings work.