CRM Video Tutorial

Master OnePageCRM, one video at a time.

  • 19lessons
  • 40minutes
  • Freeno sign-up

CRM Apprentice

Start here to lay a solid foundation to your sales CRM success.

Introduction to OnePageCRM1:24Introduction to OnePageCRMLearn what sets OnePageCRM apart from other CRM tools and get familiar with its user interface and features.Action Stream1:57Action StreamLearn why Action Stream is the beating heart of our sales CRM.Next Actions2:32Next ActionsDiscover the power of the Next Action sales method.Contact management3:11Contact managementLearn the ins and outs of contact management in OnePageCRM. Discover the time saving and efficiency perks of keeping all contact-related info on one page.Organization view2:34Organization viewLearn how the Account view in our CRM can help you track all contacts, deals, and sales activity associated with a company on one screen.Segmenting contacts2:57Segmenting contactsLearn how to use our CRM tool to quickly pull up the data you need when you need it. Compare the advantages of tags and statuses.Notes, calls, and meetings1:46Notes, calls, and meetingsWant to add a note, log a call, or create a deal in just a couple of clicks? Learn how you can do it right from the contact page, without losing time on admin.Lead Clipper2:07Lead ClipperLearn how you can capture leads from anywhere on the web in just a click. Let the trusted CRM take care of time-consuming data entry.

CRM Qualified

Learn how to perfectly tune OnePageCRM to your needs.

Deals2:13DealsLearn how to build deals in OnePageCRM.Sales Pipeline2:37Sales PipelineLearn how to manage your sales pipeline.Email management4:10Email managementLearn how powerful email CRM features like Bulk Send and Templates can keep your sales communications efficient and personal.Team activity1:09Team activityLearn how to read the beating heart of your team's progress in our CRM, track the sales activity of a contact from one page, and find ways to improve.Bulk updates2:06Bulk updatesLearn how you can save time and reduce tedious admin by updating statuses, tags, owners, Next Actions, and other information at once.Integrations Marketplace1:32Integrations MarketplaceLearn how you can easily connect your favorite apps to your sales CRM. Discover our native integrations that you can use for free.

CRM Master

Learn the advanced CRM tricks to fly through your sales process.

Action Templates1:43Action TemplatesLearn how to save time by automating repetitive tasks in your CRM.Custom fields2:00Custom fieldsDiscover how our sales CRM allows you to manage and store the data the way it suits your business. Learn how to use custom fields.Custom reports1:05Custom reportsOur CRM KPI reports are very easy to use. Discover how to generate a custom report in a click and get it regularly delivered to your inbox.Quick Quotes1:17Quick QuotesDiscover how you can quickly generate and send professionally looking sales proposals straight from your CRM account.Team collaboration1:49Team collaborationLearn how you can use mentions, assign Next Actions, change contact owners, and more to help you effortlessly collaborate with your team.

Frequent questions

OnePageCRM is an intuitive CRM system. It's very simple and fast to set up. To speed up adoption even more, OnePageCRM offers several learning resources:

  • free live CRM demo with OnePageCRM's Customer Support team, covering the CRM basics
  • regular CRM demos with deep-dives into more advanced CRM features
  • free video tutorials (some are available on this page, others are accessible via the Help Site, and also can be found on YouTube)
  • the Sales Academy with a free CRM certificate upon completion
  • Onboarding essentials during Trial
  • Video Tooltips
  • Customer Support via phone, chat, screenshares

This tutorial is suitable for complete CRM beginners or those who want to make the most out of OnePageCRM. The CRM tutorial is divided into several parts to make the learning process easy for different audiences. It is most suitable for:

  • Sales professionals who want to sharpen their sales CRM and follow-up skills.
  • Small business owners looking for a simple CRM without the overwhelm.
  • New users of OnePageCRM who want a quick, practical onboarding.
  • Sales teams aiming to standardize sales workflows.

All courses included in this CRM Tutorial are 100% free. No hidden fees, no credit card required. Whether you're trialing the CRM or are already a paying user, full access is available at no cost.

You can watch the CRM Tutorial on this page without any registration or register for the Sales Academy to take a few quizzes and receive a free certificate upon completion.

By completing this CRM Tutorial, you’ll be able to:

  • Implement the Next Action selling method in your sales process.
  • Easily set up and customize OnePageCRM to match your sales process.
  • Track sales follow-ups and leads.
  • Streamline your email outreach.
  • Track deals with visual pipelines that support both sales and post-sales operations.
  • Use simple automation workflows to save time on repetitive CRM tasks.

The CRM Tutorial is divided into several sections. Each section includes video tutorials, hands-on tips, and practical use cases to help you master OnePageCRM in real-world scenarios.

To get the free certificate, you need to sign up for the Sales Academy.

At the end of each module or section, you’ll get a short quiz. Complete all lessons and quizzes in the Sales Academy, and we'll send you a free certificate of completion, which you can share on LinkedIn.

Learning CRM is easiest when it’s practical and hands-on. That’s exactly how this CRM Tutorial is designed. We show you not just CRM theory, but real examples.

Once you start watching this CRM Tutorial, make sure to:

  • Use your own data as you go through the lessons.
  • Schedule your first follow-ups.
  • Set up pipelines to visualize your processes.
  • Dig deeper into the Help Site as your skills grow.

Whether you’re new to OnePageCRM or switching from another CRM system, this CRM Tutorial will help you make the most out of this simple tool.