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TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Open Smart CRM from TradeGo AI

Smart CRM is opened from TradeGo AI with your current APP identity and team; it does not use a separate CRM registration or password.

#Who this is for

Use this guide when entering CRM for the first time or when your CRM access does not match another team member’s access.

#Open Smart CRM

Sign in to TradeGo AI.
Select Smart CRM, or open the CRM entry.
Keep the current team selected in TradeGo AI.
Continue in the CRM tab that opens.

The APP checks that the account is active, registration is approved, the current team is valid, Smart CRM is available, and your assigned CRM role permits entry. Your APP language is passed to CRM.

#Resolve access problems

Do not create a local CRM user, accept a CRM invitation, or reset a separate CRM password. If CRM sends you back to TradeGo AI or shows access denied, confirm your current team first, then ask the team lead to check APP access and role assignment.

Signing out from TradeGo AI removes the APP session used to access CRM. On shared devices, close CRM tabs after signing out.

#FAQ

#Do I need a separate CRM account?

No. TradeGo AI controls CRM identity and access for the current APP account and team.

#Why is Smart CRM unavailable to me?

Your account status, approved registration, current team, plan access, or assigned CRM role may not permit entry. Ask the team lead to review access in TradeGo AI.

Last updated: 2026-08-27

Manage customers and opportunities in Smart CRM

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Resolve team and product access issues

Confirm your current team, determine whether a product or record is missing, and give your team lead the details needed to help.

Protect customer data and account credentials

Protect sensitive information when uploading customer data, using AI results, sharing sessions, and managing API or MCP credentials.