CRM Welcome Tour

Step through the various CRM areas with our Welcome Tour

Welcome Tour

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

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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