A CodingCafe series

CRM Series

Learn CRM one short lesson at a time: from "what is a CRM?" to running your sales and customer relationships on one.

A plain-English series for business owners and teams. Each lesson answers one question about Customer Relationship Management, with examples you can apply straight away.

  • 1module
  • 1lesson
  • 4min of reading
Start with Lesson 1

Module 1

CRM Foundations

What a CRM is, what it does and how to tell whether your business needs one.

What Is a CRM? A Simple Guide for Businesses L1 Read Lesson 1 · 4 min read What Is a CRM? A Simple Guide for Businesses A CRM (Customer Relationship Management) system keeps all your customer information in one place: contacts, enquiries, conversations, follow-ups and notes. Instead of searching spreadsheets, inboxes and…
L2 Coming soon Lesson 2 What Can a CRM Do for Your Business? Understanding Its Purpose and Benefits

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