CRM Course: Free CRM Training + Certificate

A CRM course shouldn’t be complicated. Most people don’t need a high-level theory class or a session packed with tech jargon.

That’s why we designed a practical introduction to CRM. It explains the CRM fundamentals and how a CRM system supports real sales work and customer relationships.

About this CRM course

It’s short, self-paced, and built around the everyday needs of sales professionals, small business owners, and anyone responsible for managing customer interactions.

This course takes less than one hour to complete and shows how CRM systems help you stay organized and prioritize follow-ups.

Here’s what’s included in this CRM course:

🎥 18 core videos

📚 3 lessons with 3 quick quizzes

➕ 6 bonus sales videos

⏱ Under one hour total

📜 Free certificate on completion

Why this CRM course

• No lengthy modules.
• No technical deep-dives.
• No rigid timetable.
• No application process.
• Clear, structured lessons.
• Focus on real-life examples.
• Completely free.

At the end, you’ll receive a free certificate you can add to your professional profile.

What to expect from this CRM course

This CRM course is both practical and focused.

It’s designed around three short lessons, each with a brief quiz. The videos are concise and usually last around 2-3 minutes.

In addition to the main videos, you also get 5–6 bonus videos, including one video featuring practical sales tips from an experienced sales coach. These extras help bridge the gap between CRM theory and actual behaviours.

Course overview

Overall, this free CRM course takes under one hour to complete.

The CRM course is organized into three progressive lessons.

Lesson 1: CRM Apprentice

This lesson is about the CRM fundamentals.

You’ll learn:

• what CRM stands for and why it matters
• why next action selling method makes a difference
• how CRM systems help you manage contacts and follow-ups
• how to track tasks related to your contacts
• how to keep customer context front and centre

Lesson 2: CRM Qualified

Once you understand the basics, the second lesson shows how CRM supports your sales process and worfklows:

You’ll learn:

• how to organize your pipeline
• how email sync and open tracking works
• what integrations you can use
• how to use bulk updates to speed up CRM data entry

Lesson 3: CRM Master

This lesson focuses on making your CRM habits stick and scaling your system.

You’ll learn:

• how to use templates to reduce admin
• how to create repeatable processes
• how to track your progress
• how teams can collaborate in a CRM

Bonus videos

A CRM supports your workflows, but selling is a people skill. Good CRM usage and good sales behaviours go hand in hand.

That’s why this CRM course also includes 6 bonus videos:

• how to handle common sales objections
• follow-up techniques that work
• customer service practices that improve retention

One bonus video also features Theresa French, a sales coach with over 27 years of experience. Theresa has trained and coached hundreds of sales professionals, helping them get real results.

Frequently Asked Questions

Still have questions about this CRM course?

Check out the most frequently asked questions below.

• What is a CRM course?

  A CRM course teaches you how CRM systems work amd explains how you can:
  
  — organize customer information,
  — prioritize follow-ups,
  — manage opportunities,
  — and feel comfortable using a CRM system.
  
  This free CRM course focuses on these practical aspects.

• Does this CRM course have a timetable?

  No timetable. This course is flexible. You can start and finish on your own schedule. There are no deadlines or mandatory in-person attendance.

• Are there any fees?

  None. This CRM course is completel free. Every lesson, quiz, and bonus video are designed for education, not profit. You get full access to the CRM course without ever paying a fee.

• Is there an application process?

  No. There’s no interview, evaluation, or selection process. Register with only your full name and email address. That’s all we need to send your personalized certificate once you complete the course.

• Will I get a certificate?

  Yes. Once you complete all lessons and quizzes, you receive a certificate of completion. The certificate is sent within a few days and is free. You can use it on your CV or LinkedIn profile.

• Who should take this CRM course?

  This course is a good fit if you:
  
  — are new to CRM systems
  — want to improve your sales follow-ups
  — manage customer relationships as part of your role
  — are a small business owner wearing many hats

• Are there any requirements for this course?

  No prior CRM experience is required. You need to bring only curiosity and a willingness to work with your customer data in a structured way.

• What will I learn from this course?

  By the end of this CRM course, you will understand:
  
  — what CRM systems are used for
  — why use an action-focused CRM system
  — why Action Stream is your competitive advantage
  — how CRM supports a sales process
  — how to organize contacts, tasks, and follow-ups
  — how to build simple, sustainable habits around CRM usage
  
  The bonus videos also show practical sales techniques that align with good CRM practice.

• Is this CRM course certified?

  This CRM course includes a certificate of completion that is free. Certification here means proof that you finished the course and passed the assessments.

• How long does this CRM course take?

  This course is intentionally concise. You can complete it in under 60 minutes, including all lessons, quizzes, and bonus content. It’s structured so you walk away with usable skills, not just abstract concepts.