Murray Marketing CRM Help Center

Welcome to your Murray Marketing CRM Help Center. This resource gives you quick, easy video walkthroughs for the tools you’ll use most inside your CRM. Each section includes:

• A short Loom video from Murray Marketing
  
  
• Links to additional help articles if you need more support
  
  
• Quick tips to get the most out of the feature

Whether you’re brand new or just need a refresher, start here and click into the section you’d like to explore.

Table of Contents (Quick Links)

• Dashboard
  
  
• Conversations
  
  
• Calendars
  
  
• Contacts
  
  
• Opportunities & Pipelines
  
  
• Invoices, Payments & Documents
  
  
• Social Media Planner & Email Marketing
  
  
• Reputation
  
  
• Phone Calls & Call Reports
  
  
• Adding Users
  
  
• Billing & Payment Setup
  
  
• Integrations
  
  
• QR Codes

Looking for something else? Click here and search!

Quick MM CRM Overview Demo

Want the big picture? Watch this overview demo for a full walkthrough of your CRM. You’ll see the layout, navigation, and a quick look at the most important features.fresher, start here and click into the section you’d like to explore.

Tips: Getting Started With Your CRM

1. Bookmark this Help Center for easy access.
   
   
2. Start with the Dashboard, then move into Conversations and Calendars.
   
   
3. Don’t worry about Automations, Funnels, or Surveys. We keep it simple and focus only on the features you need.