Proactive CRM Training

Who you are:

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You have piles of business cards, scraps of paper, notes, and customer records all over the place. You know you need to be more organised but it is hard to get round to it. You often waste time looking for customer information and can forget to call people back when you are supposed to. You know a Customer Record Management System (CRM) could be the answer, but you haven’t had the chance to even do the research, you are so busy.

What your issues tend to be

You have that horrible feeling that you are losing business because you can’t find information when you need it, or you forget deadlines. Maybe you have coped so far, but as your business expands, you want to keep on top of things. You are busy, but not necessarily being productive. You are starting to worry about letting someone down really badly or lose a customer because you don’t have a simple system to prompt you to do the most urgent and important things when you are supposed to.

What you need right now

A simple, easy to use system to help you get organised and be more productive. You haven’t got time to learn something complicated and it cannot be full of complex extras that makes it expensive. You want to be able to talk to a real person when you are stuck and get things fixed without spending half a day listening to prerecorded messages on an automated phone system.

This is where Proactive can help.

Sign up for a free 45 day trial and get this training included for free. Click here to start your free trial.

Proactive provides freelancers and small businesses with everything they need to get more sales, get organised and save time.

Note, spaces are strictly limited – we only do this in small groups, so if you are unable to come for any reason, please let us know in advance.


  • Overview of Proactive
  • How to put in your contacts
  • How to set ‘to do lists’ and tasks
  • Practical things you can use Proactive for straight away
  • Practice Session
  • Q&A

Course Dates:

Wednesday 6th December 2017 Book Here

10am – 1pm

Entry Requirements:

You must be over 18

You must sign up to the 45 day free Proactive trial to come on this course (as we will be using Proactive on the training). You can cancel at any time (there is no contract) so if you decide this is not for you, then no problem – just cancel. This is the link



Are there ID or minimum age requirements to enter the event?

You must be 18 or over.

What are my transport/parking options for getting to and from the event?

There is plenty of free street parking near the venue.

What can I bring into the event?

You will need to bring your laptop or tablet. A phone is not going to be suitable for this!

How can I contact the organiser with any questions?

Contact Janet on 07748 994 334 or email:


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