FreeCRM video tutorials

Short FreeCRM video tutorials covering setup, custom fields, calendar integration, and the basics of using FreeCRM.

• FreeCRM user guide — A walkthrough of the FreeCRM interface: navigating contacts, deals, tasks, and the activity stream so new users can get productive in minutes.
• Company profile and user setup guide — How to configure your FreeCRM company profile, invite teammates, and assign roles so your sales team is ready to start working leads.
• Adding custom fields to forms — Step-by-step guide to adding custom fields to FreeCRM web forms so you can capture exactly the lead data your sales process needs.
• Adding and customizing CRM form fields — Learn how to add, reorder, and customize CRM form fields in FreeCRM to match your team's qualification criteria and pipeline stages.
• Android CRM app user guide — A walkthrough of the FreeCRM Android app: navigating contacts, deals, and tasks on mobile so reps can stay productive on the go.
• Managing and editing contacts — How to create, update, and organize contacts in FreeCRM so your customer records stay clean, current, and easy for the team to action.
• CRM calendar integration guide — How to connect Google Calendar to FreeCRM so meetings, follow-ups, and scheduled calls stay in sync between your CRM and your calendar.