Lecture on NOS CRM for Solopreneurs and Small Businesses

Overview

• Designed for solopreneurs, startups, and small companies
• Simple layout focused on business growth
• Sleek design with a main CRM view
• Accessible via side peek

Navigation

• Open database items through side peek
• Example: deals, companies, etc.
• Detailed database templates for comprehensive information
• Main page views for OKRs, projects, tasks, deals, companies, and contacts
• Limited data views on main page for simplicity
• Full database accessibility via left-hand navigation

Database Views

• OKRs: Active objectives and key results
• Projects: Timeline view, board view, active projects
• Tasks: Board view, open tasks, tasks per project
• Deals: Monthly revenue, open/lost deals
• Companies: Customers, prospects, partners
• Contacts: Customer contacts, prospect contacts

Unique Features

• Simplified deal structure compared to previous CRM versions
• Quick actions for related deals
• Easy amount entry for deals
• Detailed reporting available in professional CRM
• Close date, stage property, and type property for deals

Objectives and Key Results (OKRs)

• Used for tracking large goals (e.g., revenue targets)
• Example: Monthly revenue goals linked to quarterly objectives
• Key results update automatically with new entries
• Can track various business metrics (e.g., social media following, blog posts)

Additional Features

• Create new related files or notes
• Track progress towards company goals

Conclusion

• Simple CRM designed for ease of use
• Additional tutorials and products available on the YouTube channel
• Encouragement to subscribe for updates