Create New Contact

Create New Contact Let’s dive right in by adding your very first contact. Establishing your network starts with this simple step: Navigate to Contacts in the main menu. Click the Add Contact button. Enter the contact details (name, email, phone, etc.). Remember, the more information you provide, the easier it will be to personalize your […]

Automatic Email and SMS Followup

Create Automated Form Submission Email Followup Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can focus on growing your business. Let’s dive right in! Navigate to Automation. Click Create Workflow > Select from template Select the recipe Email Drip Sequence. Add the […]

AsantePower CRM Basic Idea Overview

Agency Business + AsantePower CRM Technology You have your agency business and AsantePower CRM has technology that helps run an agency and can be sold directly to clients as-is. Let’s clarify how all the pieces fit together. Starting Terms Agency: Your business. Client: Your business’ customer(s). Agency Account: When your Agency subscribes to AsantePower CRM […]

FAQs

General Questions Q: How to export opportunities from GoAsante PowerCRM? Go to Opportunities from the left sidebar. On the top right, click on the kebab menu (the 3 dots menu) Select Export Opportunities. Your export file will be processed and downloaded to your default browser folder. Q: How do I share a specific opportunity with […]

Error Messages & Resolutions

What Are Common Unsuccessful SMS Errors? SMS delivery errors occur when a message cannot be delivered to the intended recipient due to issues like invalid numbers, carrier filtering, user opt-outs, or technical restrictions. Understanding these errors helps businesses maintain high message deliverability and comply with industry regulations. Most of these errors originate from carriers, Twilio […]

Icons & Symbols

What is the Social Icons Element? The Social Icons element allows you to embed platform-specific social media icons directly into your website pages. These icons link to your brand’s social accounts, helping increase visibility and engagement with your audience. You can add icons for platforms like Facebook, Instagram, YouTube, X (Twitter), and TikTok. Key Benefits […]