Author
Lev Perlman
Founder, Metamindz Limited
Written by Lev
- Blog postBusiness card scanners vs messaging your CRM: what actually saves timeCard scanner apps and chat-based CRM capture both promise less typing. Where each one saves time, where it does not, and how to choose.
- Blog postHow to get conference contacts into your CRM before you leave the venueA practical routine for capturing the people you meet at a conference, meetup or trade show into Attio or HubSpot on the day, not a week later.
- Blog postHow Shmor's AI reads a screenshot or a voice note, and what it won't guessWhat Shmor's AI extracts from a screenshot, card or voice note, the rules that stop it guessing, how it asks for what is missing, and its limits.
- Blog postTurning networking into pipeline: when a contact becomes a deal, and how to track itFour signs a networking contact has become a deal, five simple pipeline stages, and how to track deals lightly in ShmorCRM, Attio or HubSpot.
- Blog postLogging leads from WhatsApp into HubSpot without copy and pasteWhere WhatsApp leads come from, why they go missing from HubSpot, and four ways to log them, from manual entry to sending a message to a bot.
- GuideHow to add a LinkedIn profile to your CRM with your Apollo keyAdd your own Apollo API key to Shmor, send a LinkedIn profile link, and get the person's name, title, company and work email in your CRM.
- GuideHow to capture conference contacts into your CRM with TelegramA step-by-step routine for logging everyone you meet at a conference from Telegram, with a note and a follow-up task, before you leave the venue.
- GuideHow to connect Attio to Shmor with an access tokenCreate an Attio workspace access token with the right scopes, paste it into Shmor, and check what Shmor adds to your People object.
- GuideHow to connect HubSpot to Shmor with a service keyCreate a HubSpot service key (or use a private app token) with the scopes Shmor needs, paste it in, and check the Shmor property group it adds.
- GuideHow to forward emails to your CRM as contactsTurn an introduction, a reply with a signature or a card photo in your inbox into a CRM contact with a note and a follow-up task, by forwarding it.
- GuideHow to get a business card into your CRM from your phonePhotograph a business card, add a line of context, and Shmor creates the person and company in ShmorCRM, Attio or HubSpot with a note and a task.
- GuideHow to send voice notes to your CRM after every conversationRecord a 30-second voice note after you meet someone, and Shmor transcribes it and saves the person, a note and a follow-up task to your CRM.
- GuideHow to set CRM follow-up tasks from a chat messageSay when to follow up in the message you send Shmor, or tap a button, and the task lands in ShmorCRM, Attio or HubSpot with the right due date.
- GuideHow to start in ShmorCRM and move to Attio or HubSpot laterUse ShmorCRM, Shmor's built-in micro-CRM, from day one, then export your records as CSV and import them into Attio or HubSpot when you switch.
- GuideHow to track deals from the people you meetTell Shmor what you sell, and when a conversation sounds like an opportunity it offers to create the deal in ShmorCRM, Attio or HubSpot.
- GuideHow to turn screenshots, badges and email signatures into CRM contactsScreenshot a LinkedIn or event-app profile, photograph a badge or capture an email signature, and Shmor saves the person and company to your CRM.
- GuideHow to write follow-up messages that get replies, with templatesCopy-ready follow-up templates for LinkedIn, email and chat apps after meeting someone, plus timing, subject lines and how to nudge without nagging.
- Help articleAdd your Apollo key for LinkedIn lookupsAdd your own Apollo API key in Settings so Shmor can look up LinkedIn profile links you send. What it does, what it costs you, and how to remove it.
- Help articleBot commands, buttons and repliesWhat Shmor's reply card shows, what each button does, how to correct a contact by replying, and the pending and help commands.
- Help articleCaptures, limits and the free trialWhat counts as a capture, which messages are free, what happens when you run out, top-ups, and how ShmorCRM record limits work.
- Help articleConnect AttioConnect Attio with a workspace access token, the scopes it needs, what Shmor adds to People, and how to disconnect.
- Help articleConnect HubSpotConnect HubSpot with a service key or a private app token, the scopes it needs, the Shmor property group it adds, and how to disconnect.
- Help articleExport or delete your dataExport ShmorCRM as CSV, delete records, set automatic deletion, disconnect a CRM, unlink channels, and ask for your account to be deleted.
- Help articleForward emails to ShmorForward from your account email to in@emails.useshmor.com, confirm any other addresses you use, and what to do if an email is not answered.
- Help articleGetting started with ShmorSign in, choose where contacts go, link Telegram or forward an email, and send your first capture. The five set-up steps, and which ones you can skip.
- Help articleLink Telegram to ShmorMake a one-time link code on the Channels page, press Start in the bot, and Shmor knows your messages are yours. Links expire after 15 minutes.
- Blog postConference networking: a day-by-day plan for before, during and afterA day-by-day conference networking plan, from booking meetings two weeks out to side events, approaching speakers, daily capture and the follow-up week.
- Blog postNetworking for introverts: a practical plan that doesn't drain youA step-by-step networking plan for introverts, covering choosing events, small goals, scripts, planned breaks, early exits and following up one to one.
- Blog postHow to introduce yourself at a networking event: scripts by role and situationA simple formula for introducing yourself at networking events, with ready-to-use scripts for founders, consultants, salespeople, job seekers and more.
- Blog postHow to meet more people at a networking event: preparation, scripts and jokes that workPractical tactics for meeting more people at networking events, with intros, opening questions, exit lines, body language and kind, safe icebreaker jokes.
- Blog postHow to keep in touch with your network without being a nuisanceA simple system for staying in touch with the people you meet, with three contact tiers, reasons to get in touch, example messages and a monthly review.
- Blog postThe 48-hour plan for actioning leads after a networking eventSort everyone you met into three tiers, send the right follow-up to each within 48 hours, log it, and know what to do with the maybe pile.
- Blog postCRM hygiene: a weekly 15-minute routine that keeps your contacts usefulA 15-minute weekly routine for a clean CRM covering duplicates, missing fields, stale tasks, how you met and closing loops, plus a UK GDPR note.
- Blog postWhat to write in your notes after meeting someone: the five things to captureThe five things to capture after meeting someone (who, how you met, what matters, a human detail, the next step) with examples and a voice-note script.