CRM Foundations

Owners, office managers, and coordinators who run the company CRM day-to-day and want a solid, practical foundation in transferable CRM skills - pipelines, automation, and reporting - that apply across platforms like HubSpot, Salesforce, Zoho, Pipedrive, and GoHighLevel.

By the end of the program, participants can configure pipelines, stages, and contact records for your business; segment contacts and keep your data clean and usable; build core automations for follow-up, booking, and reactivation; create dashboards and reports that show where revenue is stuck.

It runs in two formats, both in-person · on-site at your location and hands-on: an Essential session (90-120 min) and the Full program (4-6 hours). Sessions use your own tools and workflows and are scheduled around your team’s working hours.

Two formats, minimum 5 participants: Essential (90-120 min) is $200 + tax / person, and the Full program (4-6 hours) is $697 + tax / person. Eligible B.C. employers can recover up to 80% through the Employer Training Grant, bringing those to roughly $40 and $139 per person after funding. See our Funding page for eligibility and how to apply.

Both cover the same content and include the hands-on assessment and certificate of completion. The Essential session (90-120 min) is a focused, compressed version; the Full program (4-6 hours) covers the same outcomes with more guided practice time on your own tools.

Each module carries a measurable learning objective. Competency is confirmed through a hands-on assessment in a working CRM environment, and every participant receives a certificate of completion.