Info-Tech's CRM Software Course Malaysia

Mode of Training:

Online/Classroom View Training location

Duration:

16 Hours (2-Day)

Digitally transform your sales & customer workflow

Key Modules Covered in our CRM Course

Access Control & Administration

Automation & Workflows

CRM (Leads, Deals & Customers)

Commerce & Marketing

Who is this course for?

Individuals who want to ultilise CRM system to unlock full sales potential in organisation
Sales, marketing, and customer service professionals who seek efficiency through CRM tools
Individuals looking to upskill in sales operations and customer management

Why These CRM Skills Matter?

CRM skills are especially valuable for Sales, Marketing, Business Development, Customer Service and Account Management teams. When staff use CRM effectively, customer information stays organised, follow-ups are completed on time and teams gain better visibility over every lead and opportunity. This helps reduce missed sales, improve customer service, strengthen collaboration and support more consistent business growth.

Through this course, you will learn how to apply CRM to streamline lead management, automate sales workflows, manage quotations and invoices, and run targeted campaigns.

You'll gain practical experience and the skills needed to maximise the benefits of CRM technology.

Entry requirements

Fluent in English
Computer Savvy

What can you learn here?

Access Control
Administration
Perform Automation Set Up
Manage CRM Module
Perform System Integration
Manage Commerce Module
Manage Marketing Module
Manage Dashboards and Reports

Practical Hands-on Activities

Lead & Deal Management

Capture leads through web forms, assign them automatically with assignment rules, and track deals through every stage of your sales pipeline.

Quotation & Invoice Generation

Create professional quotations and invoices for customers, and manage subscription renewals — all from one system.

Campaign Set Up

Build and launch email and WhatsApp campaigns, then measure performance through the campaigns dashboard.

Dashboards & Reports

Organise your own dashboards for leads and deals, and customise report layouts for management visibility.

Course Schedule

Day 1

Administration & Automation

Access Control — access rights, manage users, teams, reporting chart
Administration — organisation settings, masters, customise fields, auto numbering, email templates, document templates
Automation — lead web forms, assignment rules, approval rules, workflows
CRM — contacts, customers, leads, deals

Day 2

Commerce & Marketing

Integrations — connecting the CRM with your other systems
Commerce — quotations, invoices, online subscriptions, renewals
Marketing — marketing contacts, email campaigns, WhatsApp campaigns, campaigns dashboard
Dashboards — my dashboard, leads dashboard, deals dashboard
Reports

Earn Your CRM Certificate

You will receive a certificate from Info-Tech Academy when you successfully complete the course.

Meet Your Trainers

Gain valuable insights and engage with certified trainers who bring years of expertise in training and industry knowledge.

Elina Anwar

Over two years of hands-on HR experience gave Elina practical expertise in human resource management, workforce dynamics, and organizational development.

Ameer Aidan

Aidan has trained participants across the UAE, UK, USA, India, Hong Kong, Italy, Singapore, and South Africa — international experience that makes his training style adaptable and globally relevant.

Levianna

Levianna designs tailored, interactive programs that keep diverse audiences engaged — combining curriculum design expertise with hands-on tool knowledge to help trainees build practical skills.

Elina Anwar

Over two years of hands-on HR experience gave Elina practical expertise in human resource management, workforce dynamics, and organizational development.

Ameer Aidan

Levianna

Levianna designs tailored, interactive programs that keep diverse audiences engaged — combining curriculum design expertise with hands-on tool knowledge to help trainees build practical skills.

How to Claim HRD Corp for This Training

We supply everything for your application and claim — programme ID, course outline, attendance records, invoices, and certificates — and guide you through any step if you get stuck.

Confirm eligibility

Your company must be an HRD Corp levy-registered employer (your HR or finance team will know)

Apply before training

Submit a pre-training application via the HRD Corp Employer Portal at least 2–3 weeks before your course date. We provide all the programme details you need.

Get approved & attend

Approval takes 5–10 working days. Then simply attend the training (minimum 80% attendance to qualify).

We handle your claim

HRD Corp pays the course fee directly from your levy account (no out-of-pocket). We prepare all the required documents. Any claimable allowances are reimbursed to your company, typically within 14–30 working days.

Info-Tech CRM Course FAQs

What will I learn in this Customer Relationship Management (CRM) course?

In this Customer Relationship Management (CRM) course, you will learn how to manage key CRM functions such as access control, administration, automation setup, CRM modules, system integration, commerce modules and marketing modules. You will also learn how to manage dashboards and reports, helping you understand how CRM software supports customer management and business operations.

How can I apply what I learn in this CRM course to my work?

You can apply what you learn in this CRM course by managing leads, customers, deals, quotations, invoices, campaigns and reports more efficiently in your daily work. It also helps you set up automation, assign leads, track sales pipeline stages, organise dashboards and connect CRM with other systems for smoother business operations.

Can I start this CRM course without any prior experience?

Yes, you can start this CRM course without prior experience, especially if you want to upskill in sales operations, customer management or CRM tools.

What are the prerequisites required to learn this CRM course?

The prerequisites for this CRM course are simple: learners should be fluent in English and Bahasa Malaysia and be computer savvy.

How long does this CRM course take to complete?

This CRM course is a 16-hour course, lasting for 2 days.

What are the job opportunities I can get after completing CRM Course?

After completing a CRM Course, you can apply for roles related to sales, marketing, customer service and business operations.

Can I claim with HRD Corp for the CRM Course?

Yes, the Info-Tech Academy Malaysia’s CRM Course is 100% HRD Corp claimable.

What are the other courses offered by Info-Tech Academy Malaysia?

Info-Tech Academy Malaysia offers other courses under AI Skills and Digital Skills, including AI for Beginners, Generative AI using ChatGPT, Smart Prompting, Agentic AI with Claude Agent, AI in Accounting and Finance, Generative AI for Business Management, HR Management with Generative AI, Digital Marketing with AI Tools, and Sales Productivity with AI Tools. There are also digital skills courses such as Info-Tech HRMS Training, Info-Tech Accounting Software Training, and CRM Software Training, with course durations ranging from half-day to 3 days.