Are we a match?

Learn with our free CRM Video Tutorial

Master OnePageCRM, one video at a time. Learn about the Next Action principle, how it can increase your sales and help you grow your business much faster than before.

Become a CRM Apprentice

Even masters go back to basics. Start here to lay a solid foundation to your sales CRM success (in just 15 minutes).

introduction to crm

04:20 MIN

01. Introduction to OnePageCRM

Learn what sets OnePageCRM apart from other CRM tools and get familiar with its user interface and features.

follow up reminders

02:23 MIN

02. Action Stream and Next Actions

Learn why Action Stream is the beating heart of our sales CRM and discover the power of the Next Action sales method.

contact management

01:49 MIN

03. Contact management

Learn 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.

account management

02:27 MIN

04. Organization view

Learn how the Account view in our CRM can help you track all contacts, deals, and sales activity associated with a company on one screen.

contacts segmentation

02:00 MIN

05. Shortlisting contacts

Learn 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.

crm notes

01:33 MIN

06. Notes, calls, and deals

Want 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 capture tool

01:09 MIN

07. Lead Clipper

Learn 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.

Become a certified CRM expert for free and learn how to apply a proactive approach in business.

Get free certification

Become CRM Qualified

It’s time to get your hands dirty. Learn how to perfectly tune OnePageCRM to your sales needs (in under 12 minutes).

advanced crm search

01:24 MIN

01. Search

Learn how you can easily pull up the data you need by searching in Contacts or Activity and discover the power of the Advanced Search.

sales pipeline

02:13 MIN

02. Deals and sales pipeline

Managing your Pipeline in OnePageCRM is a breeze. Learn how you can make the most of Kanban and Forecast views and build Deals in a couple of clicks.

email management

02:05 MIN

03. Email management

Learn how powerful email CRM features like Bulk Send and Templates can keep your sales communications efficient and personal.

team collaboration

01:32 MIN

04. Team activity

Learn 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 updates

02:08 MIN

05. Bulk updates

Learn how you can save time and reduce tedious admin by updating statuses, tags, owners, Next Actions, and other information at once.

crm integrations

02:31 MIN

06. Apps and integrations

Learn how you can easily connect your favorite apps to your sales CRM. Discover our native integrations that you can use for free.

Get CRM certification for free

Want to track your progress and get certified? Take the CRM Qualified course at the OnePageCRM Sales Academy!

Become a CRM Master

Are you ready for the Big League? Learn the advanced CRM tricks to fly through your sales process (in just 8 minutes).

task sequences

01:24 MIN

01. Saved Actions

Learn how to save time by automating repetitive tasks in your CRM. Accelerate your sales process, find the sequence that works best, and improve it over time.

crm custom fields

01:40 MIN

02. Custom fields

Discover how our sales CRM allows you to manage and store the data the way it suits your business. Learn how to use custom fields.

crm custom reports

01:24 MIN

03. Custom reports

Our 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.

sales quoting

01:46 MIN

04. Quick Quotes

Discover how you can quickly generate and send professionally looking sales proposals straight from your CRM account. Time:

team management

01:54 MIN

05. Team collaboration

Learn how you can use mentions, assign Next Actions, change contact owners, and more to help you effortlessly collaborate with your team.

Want to track your progress and become a certified Sales CRM Expert? Take the CRM Master course at the OnePageCRM Sales Academy!

Become a CRM Champion

Become a OnePageCRM Champion in your company and be first to try new features, receive support materials for your team and more.

Learn More

Learn CRM Tutorial with Free Online CRM Courses

How can I get started with OnePageCRM?

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
Who is this CRM tutorial for?

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.
How much do these CRM training courses cost?

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.
What will I learn from these CRM courses?

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.
How can I get a free certificate?

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.
How to learn CRM?

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.

The CRM you’ve been looking for

The CRM that makes your follow-up process easy, helps you generate sales, and build long-term relationships with prospects and clients. Simple and action-focused.

No credit card required • 21-day free trial