Knowledge base
Onboarding & Signup
2 how-to guides for onboarding & signup in SM2.IO — including self-serve signup + verification, onboarding tier-select.
See the Team, roles & white-label feature →Onboarding & SignupSelf-serve signup + verificationNew businesses sign themselves up, verify, pick a plan, and start using the…Onboarding & SignupOnboarding tier-selectChoose your plan during…
Other topics
Unified Inbox & MessagingSMS / TextChannels — Webchat, Facebook, Instagram, Email, Lead FormsPhone, Voice & SoftphoneFaxReviews & ReputationSurveys & Feedback (NPS/CSAT)Contacts, CRM, Tags & SegmentsSales Pipeline, Tasks & Custom FieldsCampaigns, Blasts & Drip AutomationAI Assistant & Knowledge BasePayments, Invoices & EstimatesAnalytics & ReportingTeam, Staff Directory & Roles/RBACNotifications & Internal MessagingConversation Folders, Archive & Follow-upBulk Import / ExportBilling, Tiers & ModulesMulti-location / OrganizationsIntegrations & APIWebsite Widget & Form WidgetCompliance, Consent & GuardrailsBranding & White-label
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