Digital tools: CRM basics for small teams

Training to set up a CRM that fits your team. This is capability building, not implementation.

Who it is for

  • Teams tracking customers in spreadsheets or inboxes.
  • Owners who need a simple pipeline.
  • Businesses with uneven follow up.

What you learn

  • How to set up stages and fields.
  • Basic hygiene for clean data.
  • Simple follow up triggers.

What you leave with

  • A CRM setup plan and field list.
  • Pipeline map and handover checklist.
  • A short action plan for next steps.

Delivery options

One-to-some (group training).

In-person Auckland or online session.