Want to work from home and learn one of the most in-demand skills in digital business—without a degree or prior experience? This entry-level remote opportunity teaches you how to build and customize CRM systems for businesses using visual tools and templates. No coding. No tech background. Just follow the process and start building valuable systems companies need.
As a Remote CRM Builder, you’ll learn how to set up and customize Customer Relationship Management (CRM) systems to help businesses organize their leads, automate their outreach, and improve client follow-up. CRMs are the engine behind every successful business—but most small business owners don’t know how to use them properly. That’s where you come in. You’ll go through a step-by-step training challenge that teaches you how to build systems, manage contacts, and optimize workflows. All tools, templates, and instructions are provided. This is your chance to gain a skill that makes you instantly valuable in the digital marketplace.
Set up custom fields, tags, and pipelines based on business goals
Organize contacts by stage (lead, opportunity, client)
Use visual drag-and-drop tools to build CRM automations
Create forms and surveys to collect lead data
Sync CRM with booking calendars and follow-up sequences
Track lead activity and automate status updates
Simulate user flows to ensure everything works correctly
Fix missing tags, incorrect triggers, or workflow delays
Report and document any issues or areas for improvement
Complete your daily training module in the CRM Builder Challenge
Review your practice CRM system and customize tags, fields, and workflows
Connect forms or calendars to your CRM dashboard
Test automation sequences and pipeline progress
Organize contacts and move test leads through the funnel
Collaborate with others in the challenge group for feedback
Make improvements to your system using insights from training
Clone your CRM setup for different business types
Save your work and prep your next module
You don’t need any formal education—just basic computer skills and a willingness to follow instructions.
You’ll get step-by-step training that assumes no prior knowledge. You’ll be shown everything from setup to advanced features.
Like organizing systems and solving logical problems
Want to work behind the scenes rather than on the front lines
Are looking for a high-value skill they can offer as a freelancer or employee
Set up a distraction-free work area with stable internet
Allocate time each day to complete one training task
Don’t skip ahead—each part of the challenge builds on the last
Practice using the tools daily to gain confidence
Ask questions in the group when stuck
Share progress and get feedback from mentors and peers
CRM builders are in demand across industries
Build a system once and reuse it for multiple clients
Stand out in the freelance, VA, or remote job market
100% remote role
Flexible hours
Learn at your own pace—perfect for side hustlers, students, or career switchers
Access to the CRM Builder 5-Day Challenge
Templates, workflows, and automation blueprints included
Community and mentorship built into the process
Not at all. Everything is done with visual tools. If you can use a spreadsheet or form builder, you can do this.
You’ll be building simple lead management systems—think of it as organizing contacts, automating follow-ups, and tracking customer progress.
You start with the challenge to learn the systems, then use your new skills for freelance work, client projects, or remote roles.
You can start today. Click the "Learn More" button and get access to the full onboarding and training challenge.
Yes. Most modules take under an hour per day and are self-paced.
CRM skills are the backbone of modern business. With more and more companies moving online, the demand for people who can set up systems that manage leads, follow up automatically, and streamline operations is skyrocketing. This role gives you the exact blueprint to build those systems—no coding, no fluff, just pure value. You’ll walk away with a skill set that pays you back again and again.
Click the "Learn More" button to get started with the 5-Day CRM Builder Challenge. All training, tools, and templates are included. No experience or degree required. Work from home, learn in-demand skills, and start building systems businesses actually need.