Module 6: CRM & Office Systems
Learn how CRM systems work, manage client records, log interactions, and maintain professional follow-up communication.
What You'll Learn
- What a CRM is and why offices use it
- How to create and maintain accurate client records
- How to log client interactions professionally
- How to write effective follow-up communications
Real-World Scenario
TOR Tech's biggest client says they feel 'out of the loop.' Your manager asks you to audit all recent interactions and make sure every touchpoint is logged and followed up.
Lessons
Complete each lesson in order. Watch the video, review the notes, and finish the challenge.
What is a CRM?
Understand what a CRM is, why businesses use one, and how an office assistant interacts with it daily.
Managing Client Records
Learn how to create, maintain, and protect accurate client records in a CRM system.
Professional Follow-Up & Communication Logs
Learn how to log client communications accurately and write professional follow-up emails that build trust.
Hands-On: Log a Client Interaction
Apply all Module 6 skills by logging four different client interaction types and completing follow-up tasks.