FREE Course Trial

Try select lessons from the full User and Administrator training courses for free. The trial is perfect for newcomers to Zoho CRM, users who want to refresh some basic skills and anyone who's investigating if Zoho or the CRM Trainer are right for their business.

  • Navigating the CRM interface
  • What's a Lead and when do you use it?
  • Creating Quotes
  • Sending standardised messages with Templates and Mail Merge
  • Managing personal and company settings
  • Connecting external email to CRM to stay in control of conversations
  • BONUS: Course discounts

Zoho CRM Training For Users

For everyone who needs to use Zoho CRM regularly.

  • Navigate around the CRM interface
  • View and send emails
  • Assign tasks, add events and log phone calls
  • Designing your Sales Process
  • Recording Leads, Customers and Deals
  • Tracking your sales activity
  • Creating Quotes, Sales Orders and sending Invoices
  • Recording issues with Cases and Solutions
  • Marketing with CRM
  • Creating Reports, KPIs and Dashboards
  • Extending CRM and building templates


Zoho CRM Administrator Training

An essential starter course for Zoho CRM Admins.

  • Managing personal settings and access security
  • Setup user permissions and access to data
  • Import, export, and backups
  • Make data collection comply with GDPR
  • Connect external email to CRM
  • Bring all communication together in one place
  • Encourage healthy competition with Gamescope
  • Get deeper insights with Zia, the AI assistant
  • Programme CRM to do more for your business
  • Connect to other business apps in the marketplace
  • BONUS LESSON: Manage users and applications in Zoho One

Zoho Marketing App Integrations

Join up your marketing efforts in CRM

  • Zoho Survey
  • Forms
  • SalesIQ
  • Bonus: Working with MailChimp

Build your own Integrations

Connect Zoho CRM to all your business applications

  • Zoho Flow
  • Zapier

Customising Modules and Fields

Tailor CRM to the way you and your organisation work.

  • Home page
  • Wizards
  • Pipelines
  • Templates
  • Translations and copy customisation
  • Marketing attribution and segmentation
  • Portals
  • Business cards and organise modules

Automations and BPM Workflows

Streamline and automate CRM

  • Assignment rules and case escalation
  • Scoring
  • Blueprints
  • Approval and review processes

Zoho Operations

Finance and advanced reporting integrations

  • Zoho Books and Inventory
  • Zoho Subscriptions
  • Zoho Analytics
  • Sign

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