CRM Training

Master the CRM

Complete overview of all CRM features and functions. Learn how to manage chats, contacts, content, scripts, and sales — everything you need for your daily workflow.

Section 1

Getting Started

Login, navigation, and initial setup to get you up and running.

1.1

How to Login

The CRM is accessed through our Telegram bot. Follow the steps below to get started.

Steps:

  1. 1. Open the bot on Telegram: @oneclickcrm_bot
  2. 2. Press Start in the bot
  3. 3. Tell your team leader that you've done this — they will send you an invite
  4. 4. You'll receive an invite in the bot — click Open CRM
  5. 5. Click Open in Browser to launch the CRM
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1.2

Switching Workspaces & Accounts

Workspaces are individual accounts that you use for chatting. One model can have multiple accounts — for example, a dedicated whale account or when traffic is high and we split it across teams.

Note: In some cases, a single workspace may have multiple connected accounts — but this is the exception, not the rule.

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Section 2

Chat

Everything about the chat interface — translating, organizing, managing messages, and voice.

2.1

Translate Function

The CRM has a built-in auto-translate feature. When the correct language is selected, you can simply type and send your message — the CRM translates it automatically before delivery.

Important: Always double-check that the translate function is active and the correct language is selected. This must be verified for every chat — it's mandatory.

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2.2

Pin Chats & Open in New Tab

Right-click on any chat in the chat sidebar to access these options:

  • Pin — Pin important chats (e.g. whales, active leads) so you can find them quickly at the top
  • Open in New Tab — Open multiple chats in separate tabs to work on them in parallel
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2.3

Lead Groups & Filtering

Right-click on a chat and select Add to Group to categorize your leads. This is mandatory — every lead must be assigned to a group.

Important — Timewasters: Leads marked as "Timewaster" are excluded from the response time calculation in reporting. This means correct categorization directly affects your metrics — make sure every lead is in the right group.

Online Status Filter:

You can filter chats by online status. Note: This is not a real-time online indicator. When a customer sends a message, they are marked as "online" for 5 minutes. Use this to quickly find recently active leads.

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2.4

Delete a Message

Hover over the message in the chat and click the delete button. The message will be removed from the conversation.

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2.5

Block a Customer

Click the three dots menu in the chat and select Block. The customer will be hidden from your chat list — if they send new messages, they won't pop up anymore.

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2.6

Voice Messages

Send AI-generated voice messages in the model's voice to make conversations feel more personal.

Steps:

  1. 1. Navigate to the Voice Messages page
  2. 2. Enter your text in English
  3. 3. Translate it into the desired language
  4. 4. Select the model's voice
  5. 5. Click Create and listen to the result
  6. 6. Select the customer to send it to
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Section 3

Contact Management

View and manage contact details, use AI-powered summaries to stay on top of every lead.

3.1

Contact Details

Each contact has a detail panel where you can view and manage their information.

What you can do:

  • Edit name — Change the customer's display name
  • Edit all fields — Manually update any contact information
  • Add notes — Write custom notes about the lead for future reference
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3.2

AI Summary

Our AI can analyze the entire chat history and generate a summary of the customer. This saves you the time of reading through all messages and manually writing notes.

What it gives you: All important customer information — interests, preferences, previous purchases, key details — extracted automatically from the conversation.

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3.3

AI Summary — What We Told the Customer

This feature analyzes what we said to the customer — not just what they told us. It's incredibly useful for staying consistent, especially when multiple people work the same account.

Example: If the customer asks where we live, and a previous chatter already told them "Miami" — this summary shows you exactly that, so you don't contradict yourself.

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Section 4

Sending Content

How to send free content and paid content (PPV) to your leads.

4.1

Send Content (Free)

Send content directly to a customer without any payment required.

Steps:

  1. 1. Open the Vault
  2. 2. Select the content you want to send
  3. 3. Click Just Send — the content is sent directly to the customer
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4.2

Send as PPV (Pay-Per-View)

Send paid content with a blurred preview. The customer must pay before they can view the full content.

Steps:

  1. 1. Open the Vault and select your content
  2. 2. Choose a preset price or enter a custom price
  3. 3. Write a caption and select the language — the caption is automatically translated
  4. 4. Send — the customer receives a blurred preview with a payment button

Note: When using a preset price, the payment link is generated automatically. When using a custom price, you need to provide the payment link manually.

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Section 5

Scripts

Use pre-built scripts to speed up your conversations and stay consistent.

5.1

How to Use Scripts

Scripts are reusable message blocks that you can insert into any conversation with one click.

Steps:

  1. 1. Navigate to the Scripts page to create and manage your script blocks
  2. 2. Add the building blocks you need
  3. 3. In the chat window, click the small script icon to insert a script

Important: Make sure the translate function is active when using scripts — the script text will be translated automatically before sending.

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Section 6

Sales

Understand our payment platforms and learn how to properly record every sale.

6.1

Snapsell vs. Snapsend

We use two platforms for payments. The key difference:

Snapsend Snapsell
PayPalNoYes
CRM IntegrationAutomatic — sales are tracked directly in the CRMManual — you leave the platform, may need to create links manually, and verify payments yourself

Key takeaway: Snapsend has direct CRM integration so everything is tracked automatically. With Snapsell you have PayPal as an option, but need to manage links and payment verification manually.

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6.2

How to Record a Sale

Every sale must be recorded in the CRM so it's properly tracked and attributed.

Steps:

  1. 1. Click the $ icon in the chat
  2. 2. Enter the amount
  3. 3. If applicable, attach a screenshot of the voucher and enter the voucher code
  4. 4. Submit — the sale is recorded in the CRM and automatically attributed to the correct customer and chatter
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