Getting Started
Quick Start
Connect your CRM and prep your first 1:1 from real data in minutes.
Get up and running with SMVue in just a few steps.
1. Sign Up
Create your SMVue account at app.smvue.com.
2. Connect Your CRM
SMVue pulls in your sales data from your CRM. It 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.
3. Invite Your Team
Add your sales reps from the Team page. As their CRM data syncs, SMVue starts building the picture of each rep's pipeline and activity.
4. See Where to Start Your Day
Once your data syncs, head to the Dashboard. 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.