Let’s Get Your CRM Set Up
Follow the tutorials below to get your CRM ready to capture, manage and close more leads.
0 of 6 steps completed
Complete These Steps in Order
Watch each tutorial, complete the action inside your CRM, and then mark the step as complete.
Welcome to the CRM
Learn how to navigate your way around the CRM and find the main tools you will use.
Create and Save Your Password
Create a secure password and save it somewhere safe so that you can always access your CRM account.
Import Your Contact Database
Upload your existing customer and lead database into the CRM so that all your contacts live in one place.
Set Up Your Sales and Operations Pipeline
Create the stages that your leads and customers move through during your sales and delivery process.
Create a Form and Add It to Your Website
Build a CRM form and embed it on your website so that new enquiries are captured automatically.
Send Form Submissions Into Your CRM
Set up the automation that takes a form submission and creates the contact and opportunity inside your CRM.
Your CRM Setup Is Complete
You have completed the Future CRM onboarding checklist. You can now start managing your real leads and opportunities.
Access or Upgrade Your CRM
Log into your CRM, book a support session or upgrade your account.
Log Into Your CRM
Access your Future CRM account to manage your contacts, opportunities, pipelines and follow-ups.
Log Into My CRMCRM Support Session
Need help setting up or using your CRM? Book a support session with the Future Famous team.
Book a Support SessionUpgrade Your CRM
Upgrade your CRM to unlock email marketing, full automation and additional support from the Future Famous team.
Upgrade for R900 Ex VAT