Smarter Launch

Log in to another Smarter Launch company from your own account — how linked accounts are set up, who can use them, and how to switch between companies.

Linked Accounts

Connect Smarter Launch to a company-managed pricing service and return proposal pricing through a secure external endpoint.

Configure External Pricing for Proposals

Custom Email Integration

Creating a Terms of Use

Creating a Privacy Policy

Slack Integration

Everything you need to know about setting up Smarter Cards, ordering physical cards, and getting the most out of your team's digital profiles

Smarter Cards:  Setup, Ordering & Usage Guide

Melissa Integration

Smarter Launch connects to your FieldRoutes account to import your offices, team members, and customers, and to push proposals and documents back to FieldRoutes.

FieldRoutes Integration

GorillaDesk Integration

Video Recording Integration

ISN Integration

PestPac Integration

Google Places ID Integration

Wisetack Financing Integration

Get the instructions to your CRM provider to get the API Information needed to integrate with Smarter Launch.

CRM API Guide

Custom Financing Integration

Arizona Wood Destroying Insect Inspection Report, Termite Report

Arizona TARF Integration

Label SDS Integration

Driven Integration

Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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