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 […]
Migrate a wordpress site
LC Migrator – One-Click Migration Previously, migrating a WordPress site meant installing third-party plugins like All-in-One Migrator, creating backups, downloading massive files, and then uploading them again to Asante PowerCRM. For larger sites, this could take hours—definitely tiring! ? We’ve completely streamlined your migration experience with our brand-new LC Migrator plugin. Just […]
Launch a website from Template
Sales & Conversations (3) Launching a Website on Your Domain Ready to get started? Great! Navigate to Sites > Websites: First, let’s head to the Websites section to kick things off. Click New Website: Look for the “New Website” button. Easy to find, right? Choose Your Starting Point: From Blank: Feeling creative and adventurous? This […]
Launch a website from blank
Preparation & Planning Before you even log into GoAsante PowerCRM or drag your first element, taking some time to plan your website will save you significant time and effort, and result in a much more effective site. Define Your Website’s Purpose: What is the primary goal of this website? Is it to generate leads, sell […]
Task and Activities Management
Task and Activities Management What is Unified Task Management? Unified Task Management in Asante PowerCRM allows you to create and manage tasks from both the Contacts and Opportunities modules using the same interface. The system offers a clean layout, powerful filters, and advanced task options—making it easier to stay on top of your to-dos regardless […]
