video1.0<iframe src="https://www.loom.com/embed/de057b4fef9b468ab4591ffd94d0dcff" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/de057b4fef9b468ab4591ffd94d0dcff-4879439b14e3ffcf.jpg1120.838This Loom provides an overview of ActiveCRM key features and how to use the system after booking a demo. It notes there is a 7-day free trial available, but only if the demo is booked first, and emphasizes Contacts as the customizable home for leads, prospects, and sales with multiple filterable custom fields and lead form data. It then covers contact communications via email, SMS, and WhatsApp with trackable templates, plus opportunities with drag and drop pipelines, forecasting, lost reasons, and linked tasks, notes, calendar reporting, documents, and invoicing with Square or Stripe integration. The Loom also highlights customer journey mapping, workflow and automation triggers such as review requests and ERC reminders six months and 90 days ahead, and includes funnel building, reporting, and forms that integrate with websites.