Learn Baxance CRM
Inside Out

Step-by-step video guides for every role — from first-time users to advanced administrators.

Getting Started

4 videos
8:24

Setting Up Your Baxance CRM Account

8:24·12.4k views
6:12

Importing Leads & Contacts

6:12·9.1k views
5:48

Creating Your First Pipeline

5:48·8.7k views
4:30

Inviting Your Team Members

4:30·7.2k views

User Tutorials

4 videos
10:15

Managing Leads & Activities

10:15·6.8k views
9:00

Using the Sales Pipeline

9:00·5.9k views
7:30

Sending Emails from the CRM

7:30·4.4k views
11:20

WhatsApp Integration Walkthrough

11:20·8.2k views

Admin Tutorials

4 videos
12:40

Configuring User Roles & Permissions

12:40·3.8k views
14:05

Setting Up Automation Workflows

14:05·5.1k views
16:20

White Label Setup Guide

16:20·4.2k views
9:55

Reports & Dashboard Customisation

9:55·3.5k views

Advanced Features

4 videos
18:30

Building Complex Automations

18:30·3.1k views
22:00

API Integration Tutorial

22:00·2.8k views
20:15

Multi-Tenant SaaS Configuration

20:15·2.4k views
15:40

Advanced Reporting & Analytics

15:40·3.9k views