Academy
Become an expert in under an hour
Practical courses that make your team faster and more effective immediately — from first lead to paid invoice, and everything in between.
Completely free · no account required
40+
Course modules
12,000+
Learners trained
4.8/5
Average rating
< 1h
Average time per course
Courses
Choose your starting point
From absolute beginner to power user: every path is built around real workflows, not theory.
Leads & Pipeline in 30 minutes
From creating a lead to winning a deal. Learn how to set up pipeline stages, drag deals and activate automatic follow-up.
Mastering Quotes & Invoices
Send professional quotes, follow up automatically and convert them to a paid invoice with correct VAT accounting in one click.
Automation without code
Build workflows that warm up leads, create tasks and activate clients — without writing a single line of code.
AI assistant: the complete guide
Use the built-in AI to write quotes, analyse leads, draft emails and summarise your pipeline in seconds.
Email campaigns & sequences
Build nurture sequences, campaigns and funnels that convert leads into clients — wired directly to your CRM data.
Dashboards & Forecast
Build live revenue dashboards, MRR reports and sales forecasts that keep your management always up to date.
Learning paths
Choose the learning path that fits you
Whether you are brand new or growing into a power user: we have a structured path ready for you.
Quick-start path
Fully operational in 90 minutes. Learn the essentials: leads, pipeline, quotes and your first automation.
- Leads & Pipeline in 30 minutes
- Mastering Quotes & Invoices
- Building your first workflow
Growth path
Double your output. Master marketing automation, the AI assistant and advanced reporting for management.
- Automation without code
- AI assistant: the complete guide
- Email campaigns & sequences
- Dashboards & Forecast
Team onboarding
Get your entire team up to speed in three hours. Includes role-based permissions, collaboration and client communication.
- Leads & Pipeline in 30 minutes
- Automation without code
- Dashboards & Forecast
- Collaboration & permissions
Learning by doing
Courses built on real agency workflows
Every module is based on the most common questions from our 500+ clients. You learn from real use cases — no academic theory.
- Video lessons + interactive exercises in your own CRM
- Downloadable templates, checklists and cheat sheets
- Certificate on completion of each learning path
- New modules every month based on user questions
Made by experts
Taught by people who do it themselves
Our Academy modules are made by agency owners and CRM specialists who work with clients every day — no marketing fluff, just honest practical tips.
Iris van den Berg
Head of Customer Success
8 years of experience implementing CRM at agencies from 2 to 200 staff. Iris is the voice behind the most popular quick-start modules.
Daan Mulder
Sales & Automation Specialist
Former sales director and Zapier-certified expert. Daan shows you how to win back 11 hours a week with automation.
Frequently asked questions about the Academy
No. All course modules are completely free, even if you don't have a paid subscription to The Agency CRM.
Start your first lesson today
Free, available immediately, and done in under an hour.
Prefer a guided tour? Book a demo