# Customer management in Studio (CRM) course

> Practice the reopt Studio CRM workflow hands-on, including lifecycle language, customer import, pipeline stage management, segmentation, and filtering.

- Canonical: https://learning.reopt.ai/en/courses/studio-crm
- Language: en
- HTML: https://learning.reopt.ai/en/courses/studio-crm

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[reopt Studio mastery](/en/tracks/studio-mastery)

# Customer management in Studio (CRM)

From customer registration to segmentation

Practice the reopt Studio CRM workflow hands-on, including lifecycle language, customer import, pipeline stage management, segmentation, and filtering.
Beginner 10 lessons 425 XP About 68 min

Source · reopt Studio · CRM

Complete the prerequisite courses first
[CRM fundamentals](/en/courses/crm-standard) to unlock this course.

[Study prerequisites](/en/courses/crm-standard)

![Customer management in Studio (CRM) course](/images/home/track-reopt-studio.png)
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Course progress 11 learning steps

## What you'll learn

- Understand CRM as a customer operating system rather than a contact database.
- Define a nine-stage customer lifecycle with observable conditions.
- Add and import customers in Studio CRM and manage their pipeline stages.
- Classify customers across six segmentation dimensions and connect actions to priority.

1

## 1. Align on the language of CRM

Before opening a CRM tool, define shared language for customer state.

- CRM is an operating system A customer operating system—not a contact database—with five maturity stages and a 90-day roadmap Concept 30 XP
- The nine-stage customer lifecycle Define observable states so marketing, sales, and CS use the same language Concept 30 XP
- Core-term flashcards Reinforce lifecycle stages and segmentation dimensions Flashcards 20 XP

2

## 2. Segment customers

Learn classification and prioritization so every customer is not treated the same.

- Segments — criteria for acting differently Six segmentation dimensions, good-segment criteria, a priority formula, and operating table Concept 35 XP
- CRM concept quiz Check lifecycle, segmentation, and prioritization Quiz 40 XP

3

## 3. Studio CRM walkthrough

Follow customer registration, pipelines, and segmentation directly in reopt Studio.

- Add customers and import a CSV Add a customer manually and bulk-import an existing list Practice 40 XP
- Manage pipeline stages View lifecycle stages on the board and move customers when conditions are met Practice 40 XP
- Create segments and filter customers Build a segment from conditions and apply it as a customer-list filter Practice 40 XP

4

## 4. Apply it in practice

Apply what you learned to intervention priorities and implementation readiness.

- Practice: whom should you contact first today? Set the intervention order using the priority formula and segment operating table Scenario 45 XP
- Studio CRM implementation checklist Review customers, pipelines, and segments before moving them into operations Checklist 25 XP

## Final challenge

Prove your mastery with a comprehensive course quiz.

- Final challenge · Studio CRM mastery A comprehensive quiz from concepts through the Studio workflow Complete lessons first 80 XP

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