AI CRM: Leads, Follow-Ups and Pipelines for Small Business
Beginner 21 min 7 lessonsGold Standard
A beginner's guide to running a small-business CRM with AI: choosing and setting up a CRM such as HubSpot, Zoho or Pipedrive, capturing and qualifying leads, follow-ups that never slip, pipelines that show where deals are stuck, using AI assistants on top of your CRM data, the consent and privacy rules for email and texting, and a simple weekly routine. 7 short video lessons, about 21 minutes in all, each with a 5-question quiz and one small action.
Topics: CRM · Lead management · Follow-ups · Sales pipeline · AI assistants · Small business
7 video lessons (00:21:10) with English captions and transcripts, plus a 5-question quiz after every lesson. Beginner. Part of the iMU AI Tools Series. By iMU.
The narrator's voice is AI-generated. Course art: AI-generated image.
General education, not legal advice: no income or results are promised. CRM features, prices and messaging laws change and vary by country, so check the official pages.
What's inside
- Welcome to AI CRM: Why Leads Slip and How to Stop It
- Choosing and Setting Up Your CRM
- Capturing and Qualifying Leads With AI
- Follow-Ups That Never Slip
- Pipelines and Deals: See Where Money Gets Stuck
- Your AI Assistant on Top of the CRM
- Your Weekly CRM Routine and 30-Day Plan
Lesson titles only. The lessons, videos and quizzes open inside iMU.