Learn CRM Bundals, one job at a time
Eight short written lessons. Each one takes a single job, such as importing leads or booking a visit, and walks through it with the real names of the buttons and boxes on the screen.
The eight lessons
Read them in order the first time. Later, open the one you need.
Start a company with the starter pack for your trade. Change stages, call outcomes, lead sources and lost reasons to your own words.
2Import your leadsFor the owner or a managerPrepare a file the import can read. Import it and read the three numbers at the end.
3Calling from your own SIMFor the callerRead the Today screen and know who to call first. Start a call from the lead’s page on your own SIM.
4Follow-upsFor callers and managersRead the four numbers on top of the Follow-ups app. Close a follow-up with a call, move it, or give it to someone else.
5Calling listsFor the owner or a managerMake a calling list from the leads you choose. Put callers on the list and start, pause or finish it.
6VisitsFor callers and managersSet the kinds of visit your business books. Book a visit from a lead’s page with a time and a place.
7Payments and collectionsFor whoever takes the moneyPut a fee on a lead so the balance is tracked. Enter a payment and print its receipt.
8Team and reportsFor the owner or a managerChoose which apps each person opens. Reset a password, and switch off a login the day someone leaves.
Who reads what
The lessons are written from the screens as they are built today. The pictures beside the steps show the demo company, Disha Career Academy in Surat. Accounts open very soon. The Android caller app is not on the Play Store yet. It opens together with accounts.
Nothing in the lessons is a promise of something else. CRM Bundals does not record calls, does not dial on its own, and does not send WhatsApp messages. Where a lesson touches one of these, it says so.
Before you start
How long does each lesson take?
A few minutes to read. Each has six to eight steps, a short list of habits and mistakes, and three or four questions.
Are there videos?
No. These are written lessons with pictures of the screens. You can read one on a phone between two calls.
Do I need an account to follow along?
The lessons can be read without one. Accounts open very soon, and the steps will match what you see when you log in.
Where is the pricing?
On the home page. Prices are coming soon.