Learn CRM & Lead Management, Step by Step
A free 9-chapter course covering everything from what a CRM actually does to setting one up with a working pipeline and follow-up system. Work through it in order, or jump to what you need — your progress is saved on this device.
0 of 9 chapters complete
1What a CRM Actually DoesWhy spreadsheets break down past a few dozen leads, and what a CRM actually centralizes in one place.✓ Done2Building a Lead Pipeline That Matches Your Sales ProcessDefining realistic stages that mirror how you actually sell — not a tool's default template.✓ Done3Lead Capture: Forms, Chat & Landing PagesConnecting every enquiry channel straight into the CRM so no lead falls through the cracks.✓ Done4Lead Scoring & QualificationSimple ways to separate real buyers from browsers, without over-engineering the process.✓ Done5Follow-Up Systems That Actually Get UsedReminders, cadence, and the habits that keep a pipeline moving instead of going stale.✓ Done6Choosing the Right CRM ToolEvaluation criteria that matter more than brand name — adoption, integrations, pricing and mobile access.✓ Done7Integrating CRM with Marketing & WebsiteSyncing web forms, ad platforms and email tools so lead data lives in one place, not several.✓ Done8Reporting & Sales Metrics That MatterPipeline velocity, conversion by stage and win rate — the numbers that actually explain performance.✓ Done9Your CRM Setup ChecklistA concrete, step-by-step checklist for setting up your CRM from scratch, start to finish.✓ Done