Full curriculum
Intermediate17 lessons~3 h
Running your business
The modules that follow the customer relationship and daily operations: from first contact to signed contract, then to payment collected.
By the end, you will be able to
- Track a case step by step and make it visible to the client
- Chain quote, contract, signature and invoice without re-keying
- Centralise incoming messages and answer from one place
- Open a space to a client or partner without opening the account
The lessons
- 01CRMUnified contact profiles, lightweight sales pipeline and full history.
- 02States BuilderBuild state workflows to track your records step by step.
- 03InboxCentralise your incoming messages, prioritise and act fast.
- 04SignatureSend electronic signature requests with public links and reminders.
- 05ContractsManage quotes, contracts and commercial tracking from a unified space.
- 06BillingCreate invoices, automate reminders and track your collections.
- 07ProjectsOrganise your client folders with an aggregated view and progress tracking.
- 08SurveysRun recurring NPS/CSAT surveys and compare your benchmarks.
- 09WikiBuild a knowledge base with linked pages and versioning.
- 10SupportManage your support tickets with lightweight SLA and linked knowledge base.
- 11ChatEmbed a chat widget on your pages with form and appointment handoff.
- 12InventoryTrack stock and assets, with their position in the field and threshold alerts.
- 13EventsRun your events with ticketing, registrations and QR badges.
- 14Client portalGive clients a secure space to follow their requests and documents.
- 15PartnerManage your partner network with a dedicated portal, commissions and leads.
- 16AlertsConfigure workflow alerts by email, webhook or form trigger.
- 17Shared AccessInvite external users with secure links and fine-grained permissions.