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Getting started with Shmor

By 1 min read

Sign in

Go to Sign in, enter your email and click Email me a sign-in link and code. The email has both a link and a 6-digit code; either signs you in. Use the link on the same device, or type the code. Signing in for the first time creates your account and starts your free trial, with no card.

The set-up page

After signing in, Set up walks you through five steps. Three are needed before Shmor can save contacts; two are optional.

StepNeeded?What you do
About your businessOptionalDescribe what you do, and add words voice notes get wrong
Choose your CRMYesKeep ShmorCRM, or connect Attio or HubSpot
Deal settingsOptionalList the services you sell, for deal suggestions
Link TelegramYesLink the bot, or use email forwarding
Send your first captureYesSend someone you met

Click Skip for now on an optional step, and Finish later to leave set-up and come back.

Where contacts go

New accounts start on ShmorCRM, the micro-CRM built into Shmor, so the CRM step is already done. To use Attio or HubSpot instead, see Connect Attio or Connect HubSpot.

Your first capture

Send any of these to the bot, or in an email you forward:

  • a screenshot of a LinkedIn or other profile;
  • a photo of a business card;
  • a voice note about who you met;
  • a short message, such as "Met Sam Patel from Acme at the fintech meetup, follow up next week".

Shmor replies with what it saved. Your Overview then shows recent activity and your usage.

Account owners and members

Only the account owner can connect the CRM and change settings. Members can still link their own Telegram.

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