Video Training Library
Learn how to master GoatGenie CRM with our comprehensive video tutorials
Welcome to GoatGenie CRM
Get a complete overview of GoatGenie and learn how to navigate the platform.
Setting Up Your Account
Learn how to configure your account settings, team members, and preferences.
Adding Your First Contact
Step-by-step guide to adding contacts and organizing your database.
Managing Your Lead Pipeline
Understand how to track leads through your sales pipeline and move deals forward.
Lead Scoring & Prioritization
Learn how to score leads and focus on the highest-value opportunities.
Creating Your First Automation
Build automated workflows to nurture leads and save time on repetitive tasks.
SMS & Email Automation
Set up multi-channel automated follow-up sequences across SMS and email.
Advanced Workflow Triggers
Master complex automation triggers based on lead behavior and engagement.
Unified Inbox Overview
Manage all your conversations from SMS, email, and chat in one place.
Using AI-Powered Responses
Leverage AI to generate professional responses and save time on communication.
Connecting Your Calendar
Sync your calendar and enable automated appointment booking.
Zapier & API Integrations
Connect GoatGenie with thousands of apps using Zapier and our API.
Understanding Your Analytics Dashboard
Learn how to read and interpret your performance metrics and reports.
Creating Custom Reports
Build custom reports to track the metrics that matter most to your business.