Welcome to SmithCRM!


We’re pleased to present this new tool to our agents. It’s our hope that not only will it help keep you organized, but that it will also assist you in meeting your business goals.  Below you’ll find a training outline which you can use to learn the system at your own pace. In addition, classroom-based classes will be held on a regular basis.


Should you have any questions about the content on the pages which follow, please feel free to use the comments section at the bottom of each page in order to start a discussion! Also, please keep in mind that you can even access these articles from your cell phone or tablet!


Part One – System Introduction