Learn how to set up, manage, and automate a powerful CRM platform using AI and no‑code tools—even if you’re a complete beginner. This course walks you step‑by‑step through building a clean CRM system, managing contacts and deals, and using AI‑powered tools and automation to save time, improve sales visibility, and streamline customer workflows. No coding. No overwhelm. Just practical CRM skills you can apply immediately.
Why Take This Course:
- Learn CRM setup from scratch, the right way
- Build a clean, scalable CRM foundation
- Automate leads, emails, deals, and follow‑ups
- Use built‑in AI tools for smarter workflows
- Build real‑world CRM systems without writing code
This course is designed to help you work smarter with your CRM—not just click around dashboards.
What You’ll Learn in This Course
By the end of this course, you’ll be able to:
- Understand CRM fundamentals and how modern CRMs work
- Set up and configure a CRM account correctly
- Manage contacts, companies, deals, and pipelines
- Automate emails, sequences, and workflows
- Use built‑in AI features to improve productivity
- Build reports and dashboards to track performance
Course Curriculum
Modules 1–4: CRM Foundations
- Introduction to CRM basics
- Account setup and configuration
- Managing contacts and companies
- Deals, pipelines, and sales stages
Modules 5–8: Automation, AI & Scaling
- Email automation and sequences
- AI tools inside modern CRMs
- No‑code workflows and automation
- Reporting, dashboards, and next steps
Learning Resources
This course focuses on building strong foundations. You’ll also get access to optional resources such as:
- CRM quick‑start & navigation guide (PDF)
- Deals, pipelines & sales stages cheat sheet (PDF)
- Automation, AI & reporting playbook (PDF)
