Training & Tutorials
Getting Started With Axis
In this section, you'll find pertinent videos to get you started using the Axis CRM platform. All of the core functionality will be here.
Settings, User Profile, and API Keys
This video will show you how to change and access the settings dashboard.
The Form Builder
In this video, you'll discover how to create forms inside Axis for collecting opt-in leads, fully qualified leads, and creating more dynamic...
The CRM Dashboard
In this short video, you'll see how the CRM dashboard acts as a hub for your CRM application.
The Customer Record
In this video, you'll learn how to add/import contacts, manage the contact record, send broadcast emails and send SMS messages to individual...
In this video, you'll learn how to create and send broadcast emails, as well as queue up emails as part of a marketing automation campaign.
Welcome to Axis! This is the main training dashboard and we'll be adding videos pretty regularly as things get rolled out!
Schedule A Demo
If you'd like to schedule a 1-on-1 demo where we help you get set up and using Axis, click here to book a time!