AI5 PROFESSIONAL CERTIFICATE · BY TGC INDIA · UPDATED AUGUST 2026
CRM & Lead Automation
Route leads, send responses, schedule follow-up and report sales activity.
Online + OfflineWeekdays + WeekendsRegular + Fast Track
22+years in training
20,000+learners across TGC
5classroom locations
Live onlinejoin from anywhere
NEXT START OPTIONS
Choose a live batch.
COURSE OVERVIEW
What this course
is built to do.
Create a connected lead system covering capture, validation, scoring, assignment, follow-up and sales reporting across common channels.
Each module combines a live trainer demonstration, guided lab, assignment and review before the next stage.
CONNECTED CAREER DIRECTIONS
CRM Automation SpecialistLead Operations AssociateSales Automation CoordinatorMarketing Operations Associate
IS THIS COURSE RIGHT FOR YOU?
Choose it for the right reason.
Leads arrive from several channels
Your team misses follow-up or assignment
You need response and conversion reporting
YOUR LEARNING ARC
From guided foundation to finished work.
Map
Define stages, fields, ownership and response targets.
Capture
Validate, deduplicate and store each enquiry.
Act
Score, assign and start follow-up.
Measure
Track pipeline, exceptions and conversion.
INDUSTRY TASKS
Practise the work, not only the tool.
- Create a multi-source lead intake
- Build branch or counsellor allocation rules
- Produce a lead ageing and conversion dashboard
PRO
LED
LED
YOUR TRAINING TEAM
Learn from experienced working professionals.
Live demonstrations, guided practice and direct project feedback are part of the course. Trainers update examples and tool coverage as professional practice changes.
WHAT YOU WILL BE ABLE TO DO
Course outcomes
01
Design a clean lead lifecycle
A CRM stage, field, ownership and response-time specification.
02
Capture and clean enquiries
A multi-channel intake flow with validation and duplicate control.
03
Automate assignment and follow-up
A working allocation and contact sequence tied to CRM status.
04
Measure sales operations
A pipeline dashboard and capstone report covering response and conversion.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
DETAILED COURSE FLOW
5 learning modules
Create a lead system that captures, checks, assigns and follows up enquiries across forms, email, WhatsApp and CRM software.
Lead process and CRM foundation
Turn the current sales process into clear stages, ownership rules and response targets.
CORE TOPICS
- Lead sources, fields and lifecycle stages
- Qualification rules and sales ownership
- Response-time and follow-up targets
- Consent, privacy and source attribution
GUIDED PRACTICE
Audit a sample lead process and design a clean CRM data model.
MODULE DELIVERABLE
Lead process map and CRM field plan
Capture, validation and deduplication
Bring leads from different channels into one reliable record system.
CORE TOPICS
- Website forms and webhook capture
- Email, ads and spreadsheet imports
- Phone and email validation
- Duplicate checks and record matching
GUIDED PRACTICE
Build an intake workflow that validates data and prevents duplicate records.
MODULE DELIVERABLE
Multi-source lead intake workflow
Scoring, assignment and instant response
Use business rules and supervised AI to prioritise and route each enquiry.
CORE TOPICS
- Rule-based and AI-assisted qualification
- Course, location and urgency classification
- Round-robin and branch assignment
- Acknowledgement messages and task creation
GUIDED PRACTICE
Score sample leads and assign them to the correct counsellor with an immediate response.
MODULE DELIVERABLE
Lead scoring and allocation system
Follow-up sequences and sales visibility
Keep every lead moving with scheduled tasks and clear status reporting.
CORE TOPICS
- Call, email and WhatsApp sequences
- No-response and missed-call paths
- Appointments, reminders and callbacks
- Pipeline, ageing and counsellor dashboards
GUIDED PRACTICE
Build a follow-up sequence and dashboard for new, contacted and pending leads.
MODULE DELIVERABLE
Automated follow-up and pipeline dashboard
Reliability, measurement and capstone
Prepare the automation for failures, team use and continuing sales review.
CORE TOPICS
- Error alerts, retries and manual queues
- Audit history and data permissions
- Response, appointment and conversion measures
- Documentation, training and ownership
GUIDED PRACTICE
Run a complete lead pilot and present its response time, exceptions and sales results.
MODULE DELIVERABLE
CRM lead automation capstone
HOW THE TRAINING WORKS
Learn it. Apply it. Get it reviewed. Improve it.
Every important skill moves through explanation, demonstration, guided use and independent application. Trainer feedback is used to revise the work before it becomes part of the final portfolio.
Concept briefing
The trainer explains the principle, use case, limitations and the quality standard expected.
Live demonstration
A complete task is demonstrated while the trainer explains decisions, checks and common mistakes.
Guided lab
Learners repeat the method with support, ask questions and correct problems during the session.
Applied assignment
The same method is used on a different brief so the learner must make independent decisions.
Review and revision
Work is checked against a rubric, revised after feedback and prepared for project presentation.
PROGRESS IS CHECKED THROUGHClass exercisesModule deliverablesProject reviewsFinal capstone presentation
PORTFOLIO WORK
Projects you can show
Guided practice brief
Plan, produce, test and present a finished piece with trainer feedback.
Individual application
Plan, produce, test and present a finished piece with trainer feedback.
Workflow build
Plan, produce, test and present a finished piece with trainer feedback.
Industry-style assignment
Plan, produce, test and present a finished piece with trainer feedback.
Quality review
Plan, produce, test and present a finished piece with trainer feedback.
Final capstone
Plan, produce, test and present a finished piece with trainer feedback.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
TOOLS COVERED
Zoho CRMn8nWhatsApp APISheets
Tool coverage may be updated when the industry changes. Core methods remain part of the course.COMMON QUESTIONS
Before you apply
Which CRM is used?
The method applies across common CRMs, with guided examples using tools such as Zoho and connected spreadsheets.
＋Can it work with website and WhatsApp leads?
Yes. Web forms, email and official messaging connections are covered through webhooks and automation tools.
＋Does the course include lead scoring?
Yes. You will use rule-based checks and supervised AI classification where it fits.
＋Do I need coding experience?
No, unless the course level says otherwise. Your advisor will check the right starting level.
＋Are classes live or recorded?
Classes are trainer-led in the classroom or live online. Recordings may support revision but do not replace class.
＋Will I receive a certificate?
Yes. Course completion requires attendance, assignments and the final project.
＋Can working professionals join?
Yes. Weekday, weekend and selected fast-track schedules are available.
＋NEXT BATCH
Choose your course.
Choose your schedule.
Online or offline. Weekdays or weekends. Regular or fast track. Speak with an AI5 Academy advisor about the right starting level.