SmartLite AcademyMaster SmartLite CRM, one business scenario at a time.
A person, a problem, and the exact steps that solve it. Complete each trail, take a short quiz and earn points as you go. No code required.
Getting started
New here? Convert your first lead end to end, then browse the catalog or the industry playbooks.
Lead-to-Cash (start here)
Turn a marketing lead into an Account, Contact, and Opportunity in one click.
Use-Case Catalog
Every module as a business story: the situation, what it does, how to set it up, and the result.
Industry Playbooks
Ten businesses built end to end on the same platform: pharmacy, law firm, hospital, school and more.
Foundation
Multi-Tenant Org & Auth
Give every customer company its own secure, isolated workspace.
Metadata Engine (Objects & Fields)
Build a brand-new “Invoice” object with custom fields: no code, no deploy.
Dynamic Records & List Views
Give reps a "My Open Deals This Quarter" view in seconds.
Advanced Metadata
Block bad saves, control per-profile field layouts, and add one-click record actions.
Web-to-Lead (Lead Posting)
Capture every website form submission as a Lead — automatically, with zero manual entry.
Lead Posting Templates
Forward captured leads out to partner systems automatically via field mappings.
Notifications
Make sure no rep ever misses an @mention or an assigned lead again.
Announcements
Post an org-wide banner notice with priority and pinning that everyone sees at login.
Internal Messaging
Real-time direct chat between teammates inside the CRM — separate from customer campaigns.
Security & users
Profiles & Permissions
Keep Finance data locked to the Finance team without slowing anyone else down.
Sharing Rules & OWD
Regional managers see their region's deals — and nothing else.
User Management
Invite people, assign profiles and managers, and handle leavers safely.
How Your Data Stays Safe
Explain to clients, in plain words, how their data is kept apart, protected and controlled.
Sales
Opportunity Pipeline
Drag deals between stages on a visual board that updates value and win odds instantly.
Quotes & CPQ
Price a quote, auto-apply discount rules, and route big discounts for manager approval.
Inventory & Warehouses
Track stock per warehouse, buy it on purchase orders, trace lots, serials and expiry, and get alerted before you run out.
Sales Sequences
Build a multi-step outreach cadence of calls, emails, and tasks that runs on autopilot.
Territory Management
Define named territories with matching rules so account ownership is never a guessing game.
Click-to-Call
Connect Twilio once, and every phone field gets a one-click call button that logs the activity for you.
Forecast
See live quota attainment per rep — Commit, Best Case, Pipeline, Gap — before the quarter ends.
Sales Intelligence
Catch at-risk deals early, learn from Win/Loss trends, and track the competition.
E-Signature
Send a quote for signature and watch its status update — no printing, no scanning.
Service
Case Management, SLA & Routing
Every support ticket gets an owner, a response-time clock, and automatic queue assignment.
Knowledge Base
Write and publish help articles so agents stop re-answering the same question.
Customer Health & Analytics
A 0-100 health score per account plus team dashboards that catch churn risk early.
Survey Manager
Build a CSAT/NPS survey and a rule that sends it automatically when a case closes.
Automation
Workflow Automation
Auto-notify the VP the moment a $50K+ deal hits negotiation.
Approval Processes
Force manager sign-off before any rep can approve a 20% discount.
Lead Scoring & Assignment
Auto-grade incoming leads and auto-route them to the right owner — no manual triage.
Journey Builder
Design a multi-step, branching automation flow — not just one trigger-to-action rule.
Insights & growth
Data & governance
Import / Export
Load 5,000 trade-show leads in one afternoon instead of one at a time.
Data Quality Tools
Stop duplicate records at save time and recover accidental deletes from the Recycle Bin.
Audit & Debug Logs
Prove to compliance exactly who changed a contract's value, and when.
GDPR & Privacy Tools
Erase a customer's personal data on request, with a full, provable audit trail.
Admin
Settings (Branding, Deployment, Marketplace, Media)
Make the CRM look and feel like your own product, and jump-start new apps from a template.
Sandboxes
Build and test in a copy of your setup, then move finished work to production.
App Manager & Tabs
Give Sales and Support two completely different workspaces in one org.
Extend
Integrations (API Keys & Webhooks)
Push every Closed Won deal straight into the finance system in real time.
Zapier Integration
Connect SmartLite to thousands of other apps like Slack and Sheets — no code required.
Custom Components
Build a small custom widget for a record page sidebar — no engineering ticket needed.
Developers
Developer Console
Look up and fix your own company's data safely, without waiting on a developer.
Custom Classes & Pages
Write governed scripts and build your own screens as SmartLite Components — batch jobs, web-service callouts, 50 working examples.
Custom Class Code Guide
The language from the first variable to a complete class: when to use def, lists, maps, loops, records, errors and limits, and how components call a class.
SmartLite Components Guide
Build your own screens and record-page panels: from Hello World to a full deal desk, with nesting, properties, styles and security.
Industry playbooks
The same building blocks, ten completely different businesses: a full build-out for each, not just a demo.
Retail Pharmacy Chain
One patient record that follows the customer to any store location.
Boutique Law Firm
Catch a conflict of interest before intake, not after.
Multi-Specialty Clinic
Turn a physician referral into a scheduled visit automatically.
School & University Admissions
Answer every inquiry before a family enrolls somewhere else.
Real Estate Developer & Broker
One property record, cleanly linked to every deal it's ever been part of.
Insurance Agency
Never let a renewal lapse because nobody reached out first.
Gym & Fitness Studio Chain
Catch a lapsing trial before it quietly disappears.
Hotel & Event Venue Group
Respond to a group booking inquiry before a competitor does.
Industrial Parts Distributor
Turn a price-quote request around before the dealer shops elsewhere.
Non-Profit / NGO
Know which donors are lapsing before it's a year too late.