CRM Academy
Master your CRM with our comprehensive video tutorials, step-by-step guides, and best practices. Everything you need to succeed, all in one place.
🌟 Featured Tutorials
Start here: Our most popular and essential training resources
Complete CRM Setup Walkthrough
Step-by-step guide to setting up your CRM system from scratch, including initial configuration and team setup.
Creating Email Automation Workflows
Build automated email sequences for lead nurturing, onboarding, and customer retention.
Setting Up the AI Phone Responder
Configure your 24/7 AI answering system to qualify leads and book appointments.
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Complete CRM Setup Walkthrough
Step-by-step guide to setting up your CRM system from scratch, including initial configuration and team setup.
How to Import Your Existing Contacts
Learn the best practices for importing contacts from spreadsheets, old CRMs, or email lists.
Setting Up Custom Fields & Pipelines
Configure custom fields to track the data that matters most to your business.
Managing Team Members & Permissions
Set up your team with the right access levels and permissions for security and efficiency.
Creating Email Automation Workflows
Build automated email sequences for lead nurturing, onboarding, and customer retention.
SMS Automation & Text Message Campaigns
Set up automated SMS workflows for appointment reminders, follow-ups, and promotions.
Understanding Workflow Triggers & Actions
Master the logic behind automation triggers, conditions, and actions.
Automated Lead Scoring & Qualification
Set up intelligent lead scoring to prioritize your hottest prospects automatically.
Managing Your Unified Inbox
Handle SMS, email, calls, and social messages all from one central inbox.
Setting Up the AI Phone Responder
Configure your 24/7 AI answering system to qualify leads and book appointments.
Calendar & Appointment Scheduling
Set up automated booking, reminders, and calendar integrations.
Creating Reusable Email Templates
Build professional email templates with dynamic fields and branding.
Building Custom Dashboards
Create real-time dashboards to track your most important business metrics.
Understanding CRM Reports & Analytics
Learn how to read and interpret your CRM reports for better decision-making.
Tracking ROI & Attribution
Measure the true ROI of your marketing campaigns and sales efforts.
CRM Data Hygiene Best Practices
Keep your CRM clean, organized, and optimized for maximum efficiency.
Sales Pipeline Management
Best practices for moving deals through your pipeline and closing more sales.
Mapping the Customer Journey
Design the perfect customer experience from first contact to loyal advocate.
QuickBooks Integration Setup
Connect your CRM to QuickBooks for seamless financial tracking.
Google Workspace Integration
Sync with Gmail, Google Calendar, and Google Business Profile.
Social Media & Messaging Integrations
Connect Facebook, Instagram, WhatsApp, and other messaging platforms.
Advanced Zapier Automations
Connect your CRM to 5,000+ apps with Zapier integrations.
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