Skip to content

Profile setup

⚙️ Getting Started with SalesMFast

When you're ready to dive into SalesMFast, setting up your account is your first big move.

With a streamlined interface and a suite of powerful tools, SalesMFast is built to boost your business efficiency from day one.

Let’s walk through each step to make sure you’re set up for success:

1️⃣ Sign Up & Initial Access

Start by visiting 👉 Marketerm8.com — a certified SalesMFast agency. Choose the plan that suits your needs and complete the sign-up process.

Once done, you’ll receive your login credentials. Use them to access your SalesMFast Dashboard — your control center for everything that follows.

2️⃣ Onboarding & Dashboard Tour

Your first login comes with a quick platform walkthrough. Think of it as your personal tour guide — take a few minutes to explore, click around, and get comfortable with your new workspace.

3️⃣ Set Up Your Profile

Head to your Profile Settings and:

  • Add your company name
  • Upload your logo
  • Set your business details

✅ This sets a professional tone across all client interactions and branded content.

4️⃣ Configure Communication Channels

SalesMFast gives you all-in-one communication tools. Go to settings and connect your:

  • ✉️ Email provider
  • 📱 SMS gateway
  • ☎️ Phone system

This is crucial for enabling real-time messaging, automation, and seamless client engagement.

5️⃣ Customize Pipelines & Funnels

Navigate to the Funnels and Pipelines sections. Here’s where you’ll design your customer journey — from first click to final sale.

🛠️ New to funnels? Start with a template and adjust it to fit your flow.

6️⃣ Integrate Your Favorite Tools

SalesMFast integrates smoothly with tools like:

  • 💳 Stripe – for collecting payments
  • 📆 Google Calendar – for syncing appointments
  • 🔁 Zapier – to automate tasks across platforms

Use the Integration Wizard to connect everything in just a few clicks.

7️⃣ Test Before You Go Live

✅ Send a test email or SMS ✅ Book a test appointment ✅ Run through a sample funnel

Make sure everything works smoothly so you're ready to go live with confidence.