Interactive Help Center

Master your Ultimate CRM with step-by-step tutorials, video guides, and comprehensive documentation.

Getting Started

5 min

Getting Started with Your CRM

Learn the basics of navigating and using your Ultimate CRM system

Marketing

15 min

Marketing Hub Complete Guide

Master social media, AI content, and advertising campaigns

CRM

20 min

Client Management CRM

Master client management with advanced features

Analytics

10 min

CRM Analytics Dashboard

Understand your business metrics and client analytics

Automation

12 min

Automation & Workflows

Set up automated workflows to save time

Communications

8 min

Client Communications

Master email, SMS, and appointment reminders

Training

10 min

Professional Training Program

Become Lawson Certified (our own training program, not an IRS certification)

Need Immediate Help?

๐Ÿ“ž Phone Support

(855) 722-8700

Monday to Friday, 8 AM to 8 PM Eastern (5 AM to 5 PM Pacific). Weekends are after hours.

๐Ÿ“ง Email Support

[email protected]

24-48 hour response time

๐ŸŽ“ Live Training

Live Zoom classes

Tuesday through Friday

Start my return Call (855) 722-8700