Who it's for
- Business owners starting with CRM or business software
- Office staff, accountants and dispatchers who will use it every day
- Teams moving from registers, Excel and WhatsApp groups to one system
What you'll learn
Getting set up
- How a CRM is organised
- Adding customers, suppliers, staff and products
- Bringing in data from Excel
- Users and who can see what
Daily work
- Recording orders, jobs or trips
- Invoices and payments
- Expenses and approvals
- Following up on money owed
Running the business
- Reading the dashboard
- Monthly reports and profit
- Documents and expiry reminders
- A daily, weekly and monthly routine
How it works
Classes are online and live, taught in Urdu/Hindi and English by the 182 AdFlow team — the people who build the apps and systems in our case studies. Message us on WhatsApp for the fee and the next schedule.
Related
Frequently asked questions
Do I need any technical knowledge?
No. This course is for people who use business software, not people who build it.
Which software is used in class?
Classes use OneFlow's live demo as the example, and the same habits apply to most CRM and business software.
Can you train my whole team?
Message us on WhatsApp with your team size and business type, and we'll share the fee and schedule.