1. CRM – system activation
In this video, we show you how to get started with Crazy CRM—a modern customer relationship management tool. You’ll see how to log into the system, add your first user, and configure basic account settings. This is a perfect introduction for beginners who want to understand what CRM is and how it can support sales growth and customer communication. The video also explains the basics of the interface and system logic.
2. CRAZY CRM – menu overview
In the second video, we take a detailed look at the Crazy CRM user interface. We guide you through the main sections of the system: dashboard, contacts, sales opportunities, marketing, and automation. You’ll learn how to navigate the system and where to find specific features. If you want to better understand CRM logic and quickly get familiar with the workspace for sales or marketing, this video is for you.
3. Basic Crazy CRM settings
The third video is a guide to configuring the CRM system. You’ll learn how to set user permissions, add new roles, configure time zones, interface language, company logo, and other basic options. We also cover security features and integrations with external tools. This video will help you prepare the system for your sales and marketing team’s daily work, tailoring it to your company’s needs.
4. Contacts and client cards
In this episode, you’ll learn how to properly manage contacts in Crazy CRM. We show how to add new clients, edit their information, assign account managers, and use client cards—which store the entire history of communication, tasks, and transactions. You’ll understand how to create an organized customer database, which translates into more effective sales and marketing activities. This is one of the most important foundations of working in CRM.
5. Sales opportunities in Crazy CRM
The fifth video covers working with the sales pipeline in Crazy CRM—how to create sales opportunities, assign statuses and categories, and set up the stages of the sales process. We also show how to assign opportunities to sales representatives and track progress in closing deals. This is ideal for sales teams that want a clear view of their pipelines and to avoid losing potential clients.
6. Payments
In this video, you’ll learn how to manage payments and invoices directly in Crazy CRM. Step by step, we show how to add an invoice, mark its status, set reminders for overdue payments, and link settlements to the client card. This practical solution helps keep finances under control and automates part of the billing process—perfect for small businesses and sales teams.
7. AI Virtual Assistant
In this video, you’ll discover the capabilities of the AI Virtual Assistant in Crazy CRM. We show how to set up automatic responses, task assignment, customer segmentation, and other AI-powered features. This allows your CRM to work even while you sleep—supporting leads, answering questions, and directing clients to the appropriate departments. It’s a great tool for increasing team efficiency without hiring additional staff.
8. Marketing
In the final video of the series, we present the Crazy CRM marketing module. You’ll see how to create email and SMS campaigns, use contact segments, and automate communication with clients based on their behavior. We also demonstrate how to analyze campaign results and adjust actions in real time. This is a powerful tool for companies looking to build customer relationships and scale their sales efforts.