3.85 out of 5
42 reviews on Udemy

A Complete Guide to Agile CRM

The objective is to make you awesome in Agile CRM. Learn everything you need to become Agile CRM Consultant.
SkillTech Academy India
7,278 students enrolled
English [Auto]
Learn the UI of Agile CRM
Work with contacts, companies, deals and tasks
Work with calendar and online calendar
Work with reports
Work with marketing and campaigns and service modules

This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Agile CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc. If you are a Sales Professional the with the help of Agile CRM you can efficiently follow Leads and convert them into Deals. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel and track payments made. If you are a Marketing Professional with the help of Agile CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up. If you are Support/Service Personnel with the help of Agile CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request. If you are a Management Professional with the help of Agile CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

The Topics we have covered in the Agile CRM Course are:

  • User Interface

  • Settings

  • Leads/Contacts/Companies

  • Campaign

  • Sales Funnel

  • Billing and Invoicing

  • Tasks and Calendars

  • Customer Support

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
3.9 out of 5
42 Ratings

Detailed Rating

Stars 5
Stars 4
Stars 3
Stars 2
Stars 1
30-Day Money-Back Guarantee


5 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
A Complete Guide to Agile CRM
$108.98 $89


For Professionals

For Businesses

We support Sales, Marketing, Account Management and CX professionals. Learn new skills. Share your expertise. Connect with experts. Get inspired.


Partnership Opportunities

Layer 1
Register New Account
Compare items
  • Total (0)