May 19 (edited) • General discussion
🚀 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.
2
11 comments
🚀 Welcome to Get Started with Small Business CRM
powered by
skool.com/getting-started-with-crm-7153
Helping small businesses move away from clunky spreadsheets to secure, intelligent cloud CRM.
Suggested communities
Powered by