Get Team Members Up To Speed

Zero BS CRM is already quite intuitive to use, as we've refined the UI and workflows. To help onboard new CRM users, we've written in a welcome tour which guides users around the CRM.

CRM OVERVIEW

Get an overview of the basic CRM functionality

LEARN MENUS

Learn where everything is within the CRM menu system

NEED HELP?

Learn where to find the Knowledgebase, Slack Community, and Support

Learn where to Learn

As well as the Welcome Tour, there are "Learn More" buttons throughout the CRM, as the welcome tour suggests, clicking these anytime will give you a run-down of the feature you're currently using, (e.g. Edit Contact), as well as useful links to find out more info or watch a video on how to use this functionality.

ZBS Welcome Tour

Welcome Tour Steps

As you work through the welcome tour in Zero BS CRM, you'll see the key areas of the CRM in just few steps. Most users take 5-10 minutes to finish the welcome tour, and those that take notes as they go have seen a greater adoption rate. We suggest you get your team members to spend 30-60 minutes working through the tour for totally getting to grips with the CRM.

See how to full-screen Zero BS CRM
Learn about Team Notifications
Learn about Tools Menu
Good Overview of the CRM
CRM Welcome Tour - Notifications

Welcome Tour Finished? Get More:

You can re-run the welcome tour anytime you need, but here's a heads up of our bundles of extensions:

Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.

Freelancer

$129 $259

per year

  • Access to 4 Extensions
    (Inv Pro, Gravity Forms, PayPal Sync, Woo Sync)
  • Basic Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates

Best Seller

Entrepreneur

$199 $499

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates
Reseller

$649 $1,299

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • 10 Site License & Rebranding Platform
  • Access to Slack Community
  • 12 Months Support & Updates

Limited Offer Pricing

Lock in your price - Purchase a bundle at this reduced price, and we'll never put your yearly renewal up.

*Prices listed are in USD. All licenses are auto-renewed after one calendar year for continued software updates and support access. All purchases are subject to our terms and condition of use.

 Share Zero BS CRM with your Peers:

Share Tweet +1