Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Email support
Email support@smartbiztoolls.com from your CRM Gem account email.
What to include
Include the affected page, document number, steps, expected and actual result, exact message, browser, and date and time.
Screenshots
Attach a focused screenshot after hiding customer data, access links, passwords, keys, and payment credentials.
Professional Setup requests
Use the Professional Setup page for setup scope, pricing, optional add-ons, and Request Setup.
Step-by-step
- 1
Use a specific subject
Name the affected area and result, such as “Invoice attachment failed”.
- 2
Describe one issue
List the exact steps, expected result, actual result, document number, browser, and date and time.
- 3
Add safe evidence
Attach a screenshot with sensitive information hidden.
- 4
Email support
Send the request to support@smartbiztoolls.com and keep the reply thread.
Helpful tips
- Send one issue per support thread.
- Use your CRM Gem account email so the workspace can be identified.
Common mistakes
- • Sending passwords, provider secrets, or private access links.
- • Leaving out the affected document number and time.
Frequently asked questions
Where can I get more help with contact support?
Open Contact Support and include the affected page, document number, date and time, browser, exact message, and a screenshot with sensitive information hidden.
Contact CRM Gem support
Email support@smartbiztoolls.com with the account email and a clear description.
Email SupportRelated guides
Troubleshooting
Resolve common email, attachment, public link, PayPal, subscription, recurring, portal, and browser issues.
Professional Setup
Understand the optional one-time service without confusing it with a CRM Gem subscription.
Getting Started
Create your account, confirm your email, complete your profile, and prepare your first client and project.