Quick Start
Choose your onboarding path, connect the right data, and get to the first useful view.
Get up and running with SMVue by choosing the setup path that matches your role.
1. Sign Up and Verify Your Email
Create your SMVue account at app.smvue.com.
After you verify your email, SMVue may ask what kind of user you are:
- Sales Manager — choose this if you run a sales team day to day and need your own manager workspace.
- Sales Executive — choose this if you oversee multiple sales managers and want to set up a sales organization.
2. If You Are a Sales Manager, Connect Your CRM
The Sales Manager path continues into the manager onboarding flow. Your workspace is the place where SMVue reads the team's CRM data and turns it into coaching, pipeline, and 1:1 guidance.
SMVue works with HubSpot and Salesforce, with Pipedrive in beta. Navigate to Settings > Integrations and connect your account. Your data syncs automatically via webhooks, plus scheduled and manual resync.
Once CRM data is available, add or import your reps from the Team page. As their data syncs, SMVue starts building the picture of each rep's pipeline and activity.
3. If You Are a Sales Executive, Set Up Your Organization
The Sales Executive path sets up an organization instead of asking you to connect a CRM. Your executive workspace is the oversight home for manager workspaces.
First, confirm your organization name. SMVue guesses it from your work email domain. When Brandfetch can resolve the domain to a canonical company name, that enriched name is used; otherwise SMVue falls back to a simple domain-based guess. You can edit the name before creating the organization.
After you create the organization, invite your sales managers. Each invited manager gets their own linked manager workspace for their book of business. Those manager workspaces roll up to your executive view.
4. See Where to Start Your Day
Managers can head to the Dashboard after data syncs. SMVue surfaces your daily and weekly brief, the deals that look at-risk, and who to coach first, so you walk into every 1:1 already knowing what to talk about.
Executives can use the executive dashboard after managers join. It rolls up manager workspaces so you can see where the organization needs attention without connecting a CRM to the executive workspace itself.