Tutorial Videos

Need some CRM training and help? Our non-techie, tutorial videos show you how to use the key CRM features.

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How to Create Custom Fields

Create your own Custom Fields to tailor your CRM system to meet your business needs.

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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.

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How to Create Custom Dropdown Lists

Customise your CRM by creating your own Dropdown Lists to drive your Custom Fields.

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How to Add an Opportunity

In managing your sales pipeline, see how you can easily create a new opportunity in your CRM.

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How to Add Tasks and Activities

Watch how to add Tasks and Activities to your customer account, building up a timeline of your interactions.

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How to Create Quotations

With Really Simple Systems CRM you can create quotations directly from your sales opportunities and mail them to your prospects.

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How To Run Listing Reports

Use Listing Reports to report on all the stored data in your CRM including accounts, contacts, tasks, activities, marketing campaigns and support cases.

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How to Create Forecast Reports

Learn how to create Forecast Reports to track your CRM sales opportunities and manage your sales teams.

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How to Create an Email Newsletter

Create professional looking email newsletters, add them to a marketing campaign, segment your database, then schedule to send.

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