Step through the various CRM areas with our Welcome Tour
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.
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.
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.
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.
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.