CRM Tutorial Videos
Need some CRM training and help? Our non-techie, CRM tutorial videos show you how to use the key CRM features.
How to Use Our CRM Software
If you've a new user to our CRM this video will show you how to get started with the key features.
How to Import Data
With Really Simple Systems CRM you can create quotations directly from your sales opportunities and mail them to your prospects.
How to Add an Account
To get started with your CRM the first thing you will need to do is to add some Company Accounts.
How to Add a Contact
Learn how to add Contact to your CRM - the individual people in your Company Accounts.
How to Upgrade Your CRM
See how to upgrade your Really Simple Systems CRM to any one of our paid price plans - Starter, Professional or Enterprise.
How to Add and Edit a CRM User
Watch how to add new Users to your CRM system, then edit and delete existing ones.
How to Create Custom Fields
Create your own Custom Fields to tailor your CRM system to meet your business needs.
How to Create Custom Grids
With Really Simple Systems CRM you can easily set up custom grids (or tables) to display what’s important to your business.
How to Create Custom Dropdown Lists
Customise your CRM by creating your own Dropdown Lists to drive your Custom Fields.