Duke, the AI teammate, works inside every app.App guides
One guide per app: CRM, bookings, memberships, invoicing, WhatsApp and the rest.
- CRM: contacts, companies, leads and tasksKeep everyone you deal with in one place: contacts, companies, leads in pipelines with your own stages, tasks, notes, tags and one timeline per customer.
- Sales: quotes and ordersSend quotes (Q-0001) that become orders when accepted, record sales (SO-0001), and take products out of stock when you hand them over.
- Invoicing: invoices, payments and payment plansBill customers, record full and part payments, split an amount into instalments, refund, and follow up on overdue invoices.
- Customer app: what your members seeMembers sign in with an emailed code to see their plan and visits and book classes, in your brand, installable on their phone.
- Bookings: classes and appointmentsSet up classes and appointment types, put classes on the schedule, book people in, manage waiting lists and working hours.
- Memberships: plans, selling and renewalsCreate membership plans, sell a membership, see who is ending soon, renew and cancel.
- Attendance: check-ins and who stopped comingCheck people in at the front desk, see membership warnings, and find members who haven't come in lately.
- Inventory: products, stock and movementsAdd products and services, count stock per branch, record what came in and went out, and see what's running low.
- Projects: boards and tasksCreate a project, shape its board with your own columns, and add, assign and move tasks.
- Help desk: tickets, replies and notesLog customer requests as tickets, reply by email, add internal notes and follow each one to the end.
- WhatsApp: your number, templates and the 24-hour ruleConnect your WhatsApp Business number, get templates approved, message customers from their page, and understand when you can write freely.
- Email: sending in your business's nameEmail customers from their page, use templates, and see what was sent on their timeline.
- Message templates and placeholdersWrite messages once with {{placeholders}} for what changes per person, and use them in emails, WhatsApp, automations and with Duke.
- Custom pages: your own records and fieldsBuild your own section of the app (inspections, packages, feedback…) with your fields, a board, links to contacts and who can use it. Or ask Duke to build it.
- Custom fields: extra details on your recordsAdd your own fields to contacts, companies, leads and products, like a birthday, a budget or a fitness goal.
- Automations: when this happens, do thatBuild “fixed steps” agents: pick what starts them, add conditions and steps, choose which steps need your approval, and switch on ready-made ones.
- Imports: bring records in from a spreadsheetImport contacts, members with their memberships, or products from a CSV file: match the columns, check the first rows, import.
- Menu editor: arrange the menu for your teamRename, reorder, group and hide menu items for everyone in your business.
- Roles & permissions: who can see and do whatUse ready-made roles or make your own with View, Edit or Full access per area. Duke follows the same rules.
- Audit log: who changed what, and whenSee every change to your data, including what Duke changed and who approved it. Filter it and export it as CSV.
- Your brand, business details and web addressSet your business name, logo, colours and assistant's name, and open SmartDuke on your own domain (TXT and CNAME records, then Verify).
- Data export and erasing a personDownload all your business data as one ZIP file, and erase a person's data when they ask you to.
- Two-factor sign-inAdd a code from an authenticator app to your sign-in, keep your recovery codes, and require it for your whole team.
- Branches: running more than one locationAdd branches with their own address and time zone, give people roles for one branch, and keep stock and schedules per branch.
- NotificationsThe bell shows what's new for you: leads and tasks for you, approvals waiting, bookings, tickets, goals and more.
- Billing and your planYour free trial, paying SmartDuke's monthly invoice, switching plans, GST in India, and what happens if an invoice isn't paid.
Still stuck?
Contact supportAsk Duke inside the app, or write to us and a person will help.
