Academy and Help Center

What’s New at Craftify AI

Import Contacts Tutorial

Manually updating your CRM list is slow and prone to errors. With the recent enhancements to our CSV Contact Import tool, you can now upload records in batches and leverage unique system identifiers to execute clean round-trip edits—allowing you to download your existing list, make fast offline updates inside your spreadsheet editor, and re-upload to refresh your contacts automatically.

Web Form Tutorial

Create a lead form or web form easily in Craftify AI. Then copy and paste the code that we automatically create for you into your website!

AI Call Scripts That Turn Quotes Into Bookings

Learn how AI call scripts help local service businesses turn quotes into bookings faster. Improve calls, build trust, and book more jobs today.

Bulk Contact Management Tutorial

Cleaning up and organizing your CRM database just got a lot faster with bulk editing in Craftify AI! Read on to learn more!

How to Build an Automated Review-to-Referral Flywheel for Local Services

Build an automated review-to-referral flywheel for local services to boost trust, reviews, and referrals. Learn the steps with Craftify AI.

Adding a Team Member in Craftify Ai

Learn how to add a team member to your Craftify AI account so that you can collaborate.

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