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CRM Webinars

For CRM best practice, join one or more of our interactive CRM webinars or watch on-demand.

An Introduction to CRM

If you're new to SpotlerCRM, join us for this live webinar for a demonstration of all the key features.

Managing the Sales Pipeline

To get the most from your CRM, join us for this live webinar for managing your sales pipeline.

Customising Your CRM

To set up your CRM how you want it, join us for this live webinar on CRM customisation.

Introduction to Simple Marketing

An Introduction to the integrated Simple Marketing tool, showing you how to create and send simple email campaigns.

Introduction to Advanced Marketing

An introduction to the Advanced Marketing tool, showing you how to use the advanced features integrated with your CRM.

Managing Your CRM Reports

Join this webinar to learn how to run detailed reports and forecasts on all your CRM data.

Advanced Reporting and Custom Charts

If you're using the Enterprise plan, this webinar will show how to use the Advanced Reporting features in your CRM.

CRM Workflow Automations

Create workflow automations in your CRM to help you streamline your business, minimise human error, and improve produ...

Campaign Automation and Lead Scoring

Learn how to automate your marketing campaigns to prioritise leads and move them through your pipeline to maximise yo...

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