https://hellogrowthcrm.com/videos https://img.youtube.com/vi/g_W2PgzFVzQ/hqdefault.jpg Law Firm CRM Tutorial: Track Every Matter, Court Date & Client in One Dashboard Still tracking court dates in a diary and case files in folders? When hearings, limitation dates and client fees live in different places, things get missed. In this tutorial, we show you how law firms and advocates can manage every matter in HelloGrowthCRM's Legal Services module. You'll learn how to: ✅ Open a matter with court, case number, opposing party, stage and fee arrangement ✅ See active matters, limitation deadlines, unbilled work and client account money at a glance ✅ Filter matters by stage, status, forum, practice area and advocate ✅ Use the Court Diary to track upcoming hearings ✅ Keep documents and drafts linked to each matter ✅ Record time and bill clients accurately ✅ Assign matters to advocates and your team ✅ Track compliance, risk and reports ⏱️ Chapters 00:00 – Introduction 00:40 – Opening the Legal Services module 01:30 – Opening your first matter 03:00 – Understanding the matter dashboard 04:15 – Court Diary & hearings 05:45 – Documents & drafting 07:00 – Time & billing 08:15 – Advocates, team & reports 09:15 – Wrap-up Who this is for: law firms, independent advocates, legal consultants, corporate legal teams and litigation practices. 🚀 Try HelloGrowthCRM: https://www.hellogrowthcrm.com 👍 Like, subscribe and turn on notifications for more HelloGrowthCRM tutorials. #HelloGrowthCRM #LawFirmCRM #LegalCaseManagement #Advocates #CourtDiary #LegalPracticeManagement #CRMTutorial https://www.youtube.com/embed/g_W2PgzFVzQ 2026-10-24T06:14:17.000Z HelloGrowthCRM yes no https://img.youtube.com/vi/7XeX4Psgu0g/hqdefault.jpg Logistics CRM Demo: Rate Contracts, LRs & Trips | HelloGrowth CRM Manage every customer, every lane and every load from ONE dashboard — with HelloGrowth CRM for Logistics & Freight. 👉 Start your free trial: https://hellogrowthcrm.com Built for transporters, fleet owners, freight forwarders and 3PL companies. Set lane-wise rate contracts, book consignments, dispatch trips, track deliveries, collect PODs and bill freight — without Excel sheets or phone calls. 🚚 What you'll see: ✅ Customers & Rate Contracts — lane-wise rate cards, contract validity and credit terms ✅ Credit control — automatic credit block stops new bookings when a limit is crossed ✅ Consignments (LR) — create and manage lorry receipts ✅ Trips & Dispatch — assign vehicles and drivers to every trip ✅ Live Tracking — know where every load is ✅ POD & Exceptions — capture proof of delivery and flag issues ✅ Fleet & Drivers — manage vehicles, documents and driver details ✅ Freight Billing & Claims — invoice faster and settle claims ⏱️ Chapters: 00:00 Introduction 00:20 Customers & rate contracts 01:00 Lanes & credit terms 01:40 Consignments (LR) & dispatch 02:20 Tracking & POD 03:00 Freight billing & wrap-up HelloGrowth CRM is an AI-powered sales intelligence platform that helps logistics businesses move more loads and get paid faster. 🔔 Subscribe for more HelloGrowth CRM tutorials and feature walkthroughs. #LogisticsCRM #HelloGrowthCRM #TransportManagement https://www.youtube.com/embed/7XeX4Psgu0g 2026-10-24T06:12:20.000Z HelloGrowthCRM yes no https://img.youtube.com/vi/9jMgJXJv2AQ/hqdefault.jpg Travel Agency CRM: Itineraries, Bookings, Vouchers & Suppliers in One Place Running a travel agency on WhatsApp chats, Excel sheets and scattered PDFs? Trip details get lost between enquiry, booking and departure. In this tutorial, we show you how to plan and manage every client's trip in HelloGrowthCRM's Travel Agency module. You'll learn how to: ✅ Create an itinerary from a booking with the Itinerary Builder ✅ Add destinations, nights/days, travel dates and number of travelers ✅ Use the Package Catalog to reuse popular tour packages ✅ Track each trip's status: Draft, Sent to client, Payment due, Confirmed ✅ Manage vouchers & credits for your clients ✅ Keep traveler details and documents in one place ✅ Manage suppliers (hotels, transport, activities) and supplier payments ✅ Import / export your existing bookings ⏱️ Chapters 00:00 – Introduction 00:40 – Opening the Travel Agency module 01:30 – Creating your first itinerary 03:30 – Using the Package Catalog 05:00 – Bookings & trip status 06:30 – Travelers & documents 07:45 – Suppliers & payments 09:00 – Vouchers & credits 10:00 – Wrap-up Who this is for: travel agents, tour operators, holiday planners, honeymoon and group tour specialists, and corporate travel desks. 🚀 Try HelloGrowthCRM: https://www.hellogrowthcrm.com 👍 Like, subscribe and turn on notifications for more HelloGrowthCRM tutorials. #HelloGrowthCRM #TravelAgency #TravelCRM #ItineraryBuilder #TourOperator #TravelAgentSoftware #CRMTutorial https://www.youtube.com/embed/9jMgJXJv2AQ 2026-10-24T06:02:48.000Z HelloGrowthCRM yes no https://img.youtube.com/vi/4hsC7R1pGdI/hqdefault.jpg Best Gym Management Software in India | HelloGrowth CRM Demo Manage every member, every check-in and every renewal from ONE dashboard — with HelloGrowth CRM for Gym & Fitness. 👉 Start your free trial: https://hellogrowthcrm.com Built for gyms, fitness studios, yoga centres and CrossFit boxes. Track memberships, attendance, trainers and classes, and never miss a renewal again — no registers, no spreadsheets. 🏋️ What you'll see: ✅ Members — profile, plan, trainer and visit history in one place ✅ Live stats — active, expiring soon and lapsed members at a glance ✅ Attendance — daily check-ins and visit tracking ✅ Memberships & Plans — monthly, quarterly, half-yearly, annual and PT packages ✅ Classes — schedule and track bookings ✅ Trainers & Staff — assign trainers to members ✅ Workouts, Nutrition & Diet — programs and diet plans for every member ✅ Renewal reminders — win back lapsed members automatically ⏱️ Chapters: 00:00 Introduction 00:20 Members overview 01:00 Adding a member & assigning a plan 01:40 Attendance & check-ins 02:20 Classes & trainers 03:00 Renewals & wrap-up HelloGrowth CRM is an AI-powered sales intelligence platform that helps fitness businesses grow memberships and keep members coming back. 🔔 Subscribe for more HelloGrowth CRM tutorials and feature walkthroughs. #GymCRM #HelloGrowthCRM #GymManagement https://www.youtube.com/embed/4hsC7R1pGdI 2026-10-24T05:59:53.000Z HelloGrowthCRM yes no https://img.youtube.com/vi/oinoEG7fbFQ/hqdefault.jpg Loan DSA CRM: Track Outstanding, Received & Overdue Payouts in One Dashboard Are you a loan DSA, connector or financial advisor still tracking bank payouts in Excel? Commissions get missed when nobody knows which disbursals are still unpaid. In this tutorial, we show you how HelloGrowthCRM tracks every payout from disbursal to receipt. You'll learn how to: ✅ Record a disbursal on a loan file so the expected payout is created automatically ✅ See Outstanding, Expected and Received payouts at a glance ✅ Use ageing buckets (0–30, 31–60, 61–90, 90+ days) to find late payments ✅ Track payout % by lender and loan product (home loan, business loan, LAP, personal loan, car loan) ✅ Follow up on overdue commissions before they're forgotten ✅ Manage your partner network, loan desk and customers in one CRM ⏱️ Chapters 00:00 – Introduction 00:40 – Opening the Loan Payouts module 01:30 – Recording a disbursal on a loan file 03:00 – Understanding Outstanding vs Expected vs Received 04:30 – Payout ageing report 06:00 – Following up on overdue payouts 07:30 – Wrap-up Who this is for: loan DSAs, DSA connectors, mortgage and loan advisors, financial service agencies and channel partners working with banks and NBFCs. 🚀 Try HelloGrowthCRM: https://www.hellogrowthcrm.com 👍 Like, subscribe and turn on notifications for more HelloGrowthCRM tutorials. #HelloGrowthCRM #LoanDSA #DSACommission #PayoutTracking #FinancialServices #LoanCRM #CRMTutorial https://www.youtube.com/embed/oinoEG7fbFQ 2026-10-24T05:46:40.000Z HelloGrowthCRM yes no