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🚀 Welcome to Get Started with Small Business CRM
Hey Skooler! Welcome - I’m pleased you’re here. This community is built for small business owners and team members who want to: 👉 Set up a simple, effective CRM system that actually helps you manage leads, follow up properly, and grow your sales without tech overwhelm. 🔥 What You’ll Get Inside ✅ Step-by-step guidance to set up your first CRM properly ✅ A free (single user), simple CRM to track Contacts, Accounts, Pipeline and Activity ✅ Automation tips to save time and avoid missed opportunities ✅ Support from others customising their CRM from scratch ✅ Live help, feedback, and real-world use cases 💬 What We Need From You This isn’t just a place to watch content - it’s where you build your CRM. To get results: ✅ Introduce yourself below 👇 ✅ Share what type of business you run - another networking opportunity ✅ Ask questions (no tech knowledge needed) ✅ Post your progress, we build this together 🧭 Start Here ✅ Go to the Classroom ✅ Sign up for your free CRM using the link https://zurl.co/crmforsmb ✅ Start setting up your Contacts, Accounts and custom Pipelines ✅ Ask for help if you get stuck You don’t need a complex system. 👉 You need a simple CRM that you actually use consistently That’s what we’re building here.
Product Catalogue
There's been a really useful addition to the SMB CRM recently. Zoho Bigin now enables a Product Catalogue - the capability to share your Products and Services from your CRM via a publicly available web page. We'll do the full analysis and add a Classroom video as soon as possible, but in the meantime, check out this link for further info : https://help.zoho.com/portal/en/community/topic/introducing-bigins-product-catalog?utm_source=biginnewsletter&utm_medium=email&utm_campaign=maynewsletter2026&utm_id=maynewsletter2026
Product Catalogue
AI Notes in SMB CRM
We'll be adding our evaluation of this to the Classroom - watch this space - it's a feature that's been needed for some time now. https://marketplace.bigin.com/app/bigin/zoho-notebook-for-bigin
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We've launched the CRM Clinic
I'm really excited to launch the weekly CRM Clinic where Premium and VIP Members can ask all their questions around their CRM setup, integrations, best practice and much more... Each week, we'll launch a new thread to capture your questions beforehand...
We've launched the CRM Clinic
Zia Agents in Zoho Bigin
Although we like to keep things simple, this is definitely something we'll be adding to the testing schedule at some point in the future. We'll add it to the classroom as soon as we identify use cases. https://www.linkedin.com/posts/ai-crm-smallbusiness-ugcPost-7465277374482522113-_y2j/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAQ9SpgBFUaabWL63JaeEzLCvy409-MsGXM
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Get Started with Small Biz CRM
skool.com/getting-started-with-crm-7153
Helping small businesses move away from clunky spreadsheets to secure, intelligent cloud CRM.
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