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Learn Clavix 360°, then master your dashboard.

Two levels, two certificates, free. Start with the basics of CRM and ERP, then go deep on your own engine's dashboard.

Start the basicsVerify a certificate

No account, no payment. Every certificate carries a QR code anyone can check.

Two levels, three steps.

The Basic certificate opens the Advanced level. Partners need both before they launch.

  1. Learn the basics

    Ten narrated lessons on CRM and ERP, then one exam. Earns the Basic certificate.

    Step01

  2. Master your dashboard

    Advanced lessons on your own engine: construction, real estate, property, trade or health.

    Step02

  3. Advanced certificate

    Pass the engine exam. Your certificate names the engine and carries a verifiable QR code.

    Step03

Basic · CRM and ERP

10 lessons · about 24 minutes · one exam · Basic certificate

  1. 01The system of record for your customers, conversations and pipeline.2:04
  2. 02The operational backbone: inventory, orders, purchasing and finance.2:06
  3. 03How leads arrive, get qualified, and move through to a won deal.1:57
  4. 04From a request to a signed offer, a confirmed deal and paid commission.1:59
  5. 05Getting around: the top bar, engines, side navigation and role views.2:03
  6. 06Turning raw activity into decisions with dashboards and drill-downs.2:05
  7. 07Revenue, conversion, activity and per-person performance.2:11
  8. 08Fuelling the pipeline, and running the people behind the business.3:35
  9. 09AI-drafted offers, plus the manual override for the tricky ones — the construction engine's offer flow.2:34
  10. 10How everything connects into one system, and the mindset behind it.3:43

Advanced · your engine's dashboard

Opens with the Basic certificate · one exam per engine · Advanced certificate

  • Construction dashboardProjects, units, payment plansComing soon
  • Real estate dashboardListings, viewings, commissionsComing soon
  • Property management dashboardLeases, rent roll, maintenanceComing soon
  • Trade and manufacturing dashboardOrders, stock, shipmentsComing soon
  • Health tourism dashboardPatients, treatments, journeysComing soon

Each Advanced certificate names its engine, so an employer or client knows exactly which dashboard you have mastered.

Before you start.

Do I need a Clavix 360° account to take the course?
No. Every lesson, the exam and the certificate are open without an account. Nothing asks you to sign in, and nothing asks for a card.
Is the certificate really free?
Yes. There is no payment at any stage and none appears later. You give a name for the certificate to be issued in, and that is the only thing asked of you.
How does an employer verify my certificate?
The PDF carries a QR code holding a clavix360.app address. Scanning it opens a public page that looks the certificate up by its reference and says whether it is genuine — with no account and no request to us.
Can I retake the exam if I do not pass?
Yes, as many times as you need. Every attempt draws a fresh set of questions at random from all ten modules, so no two attempts are the same.
Do I need to use Clavix 360° for the course to be useful?
No. Most of it is general ground — what a CRM and an ERP are for, how a pipeline works, how BI and KPIs are read. Some modules use Clavix 360° to show what those ideas look like in a real system.

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