CRM Course
4.7/5
This course equips you with essential skills to plan, implement, and optimize a CRM system for business success.

4.7 in the evaluation
from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CRM Course provides a practical, end-to-end approach to planning, implementing, and securing a modern CRM. You will learn to define measurable goals and KPIs, design robust data models, and build workflows that streamline sales, marketing, and support. Explore integrations, APIs, and secure access, then drive strong user adoption with role-based training, playbooks, and ongoing governance for long-term CRM success.
Elevify advantages
Develop skills
- CRM data modelling: design clean schemas, key fields, and canonical records quickly.
- CRM strategy: define ROI, KPIs, and measurable goals for B2B SaaS teams.
- Secure CRM setup: implement RBAC, field security, SSO, MFA, and compliance basics.
- Workflow automation: build lead, deal, and ticket flows with smart triggers and SLAs.
- Systems integration: connect CRM with website, email, helpdesk, and marketing tools.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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