Listed as Free on Udemy when checked on 24 October 2026. No coupon or subscription trial is required for the listed lessons. Enrollment needs a Udemy account; availability can change.
About this course
A CRM should help a small team remember commitments and act on customer information, not become a reporting burden. This free course explains what to look for and how to use a system across prospecting, service and sales.
Jean-Pierre Mercier compares CRM characteristics before demonstrating a practical case with ActionClient. Product claims are treated as examples, because pricing and features can change.
| Official course | Why and how to use a CRM for a small company/startup |
|---|---|
| Created by | Jean-Pierre Mercier |
| Platform | Udemy |
| Language | English |
| Level | Beginner — Udemy listing |
| Listed duration | 58 minutes; 11 lectures across 11 sections |
| Certificate | Not included with a new free enrollment |
Skills you’ll gain
- Identify common usability problems in CRM systems
- Define the customer and activity information a small team needs
- Compare CRM options against workflow and mobile needs
- Record follow-up timing and contact history for prospecting
- Use centralized information to support customer service
- Relate contacts, conversion and average sale to a simple sales model
The first modules challenge systems that demand excessive data entry or prioritize management reports over frontline use. The selection lessons emphasize simplicity, sales usability and access to customer history.
Prospecting and service lessons show how reminders, preferences, products and contact notes can support more relevant follow-up. Later modules use ActionClient to illustrate the workflow and sales model.
No prior requirements are listed. The 58-minute course contains 11 lectures. ActionClient and other named products are examples; WikiFree does not endorse them, and a current free tier or feature set is not guaranteed.
A spreadsheet can support a limited practice exercise: define essential fields, one follow-up rule and who owns each update. Real customer data must be handled according to consent, security and applicable privacy requirements.
Frequently asked questions
Is ActionClient required?
No. It is the instructor’s demonstration example; the selection principles can be considered separately.
Does the course guarantee higher sales?
No. It explains workflows and a simple model, while results depend on many factors.
Do I need prior CRM experience?
No prerequisites are listed.
Checked on 24 October 2026 using the public course details and syllabus. WikiFree has not watched every lesson or tested full playback. New free enrollments do not include a Udemy completion certificate, instructor Q&A or direct messages.
Questions & discussion
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