Got 50,000+ Instagram followers? Get BotPenguin FREE for 6 months
Updated on
Mar 22, 20235 min read

Spiro Tutorial 2023: How to Use Spiro - Step by Step

Updated onMar 22, 20235 min read
Listen to this Blog
BotPenguin AI Chatbot Maker

    Table of Contents

  • Spiro Tutorial: What is a Spiro CRM?
  • arrow
  • Spiro Tutorial: Spiro CRM's salient characteristics 
  • Spiro Tutorial: How to Use Spiro's CRM
  • arrow
  • Here is a brief tutorial on how to use Spiro's CRM platform:
  • The key advantages of using Spiro
  • arrow
  • FAQs
  • What are the four components of CRM?
  • Conclusion
Listen to this Blog

Do you know Spiro is a knowledgeable CRM powered by artificial intelligence (AI)? It automates sales workflows and learns as it goes, allowing the sales force to be more effective and productive and complete more transactions than before. Spiro offers an intelligent assistant feature that assists users in managing their contacts, creating new connections, and reminding them of important events such as sales, appointments, and deadlines.

Users of Spiro can see problems in their pipelines fast because if there are any irregularities, it shows them immediately. Users may create accurate and precise sales reports and projections using innovative, sophisticated reporting tools.

More than 2,000 sales teams have benefited from the software, as it has increased their deal size by 30%, the number of prospects they have reached by 47%, and their monthly sales by 20%.

Any sales team that uses Spiro is destined to become an effective sales-closing unit that will help generate more income for their company than ever before.

Spiro Tutorial: What is a Spiro CRM?

Spiro is the AI-powered CRM for a mid-sized B2B company's sales teams. Spiro automatically creates connections, organizes and ranks prospects, and offers the subsequent actions to develop any deal your team works on.

Spiro automates the sales process and provides managers with relevant sales statistics to help them turn their salespeople into efficient salespeople.

Its AI-powered CRM observes your sales process to boost sales force productivity and offer more accurate business insights.

It operates as your assistant by providing updates on your team's performance or creating contacts and reminders. For maximum efficiency, Spiro CRM automates data entry for your sales team while directing them through the sales process.

Spiro Tutorial: Spiro CRM's salient characteristics 

1. Process capacity 

It automates the process with various phases that often require the participation of several users. Administrators can create rules to specify when a user must finish a step. It also contains a user notice when an action is required.

2. More effective lead generation

The AI-powered sales automation architecture of Spiro CRM software aids in producing better, higher-quality leads for the company. It operates invisibly in the background, coloring emails for prospective leads, qualifying them, and adding them to the user's contact database if suitable.

3. Faster and simpler

With Spiro CRM software, creating a contact profile is simple and no longer requires human labor. Input a prospect's email into the Spiro CRM system, and the program will automatically extract all the information it needs—including name, company, contact information, etc.—and generate a profile.

4. Simple data input

Spiro CRM software proactively directs salespeople to take the correct actions at the right time, making removing data input from the user's task simple.

Spiro Tutorial: How to Use Spiro's CRM

The Spiro platform is used for proactive relationship management. Spiro, an AI-based company, provides a comprehensive solution, including conventional CRM, sales enablement, and telephony. Spiro works well for sales teams in organizations with 100 to 500 people.

Spiro's AI function analyzes sales data and provides sales representatives with recommendations.

It assists the sales team, reminding them to update contacts, modify pipeline status, fix pipeline errors, report on sales progress, and other tasks. Automated sales reminders help salespeople stay alert for future community meetings.

Here is a brief tutorial on how to use Spiro's CRM platform:

1. Set up an account:

To start using Spiro, you'll need to create an account on the platform. This can be done by visiting the Spiro website and following the sign-up process.

2. Add contacts: 

Once your account is set up, you can start adding contacts to your database. This can be done manually by entering information into the platform, or automatically by integrating your email or calendar.

3. Manage leads: 

Spiro allows you to manage leads and track the status of each opportunity. You can add notes, schedule follow-up tasks, and move leads through custom stages as they progress towards becoming customers.

4. Customer engagement: 

Spiro provides a centralized view of all customer interactions, making it easy to manage customer relationships and improve customer satisfaction. You can create customer profiles, track customer interactions, and schedule appointments and follow-up tasks.

5. Sales forecasting: 

Spiro provides real-time insights into your sales pipeline, allowing you to track progress and forecast future revenue. The platform provides detailed reports, charts, and dashboards that can be customized to meet your specific needs.

Integration with other tools: 

Spiro integrates with a variety of other tools and platforms, including email, calendars, and marketing automation platforms, making it easy to streamline your sales and customer relationship management processes.

These are just a few of the key features of Spiro's CRM platform. To get the most out of Spiro, it is recommended that you take the time to explore the platform and familiarize yourself with its capabilities.

The key advantages of using Spiro

Artificial intelligence directs your sales staff through the sales process for maximum performance. Spiro is a personal assistant, making connections, setting reminders, and updating users on their team's progress. Spiro produces accurate reports and finds process irregularities.

It integrates with practically every business system available on the market, including marketing automation, ERP, and email. Email, calendar, and pipeline synchronization keep pipelines organized.


1. Who are the main rivals of Spiro Technologies?

The top 3 rivals of Spiro Technologies are Insightly, HubSpot, and SugarCRM.

2.Who does Spiro Technologies compare to?

The company that most resembles Spiro Technologies is Insightly. Spiro Technologies is comparable to HubSpot and SugarCRM as well.

3.What three forms of CRM are there?

Operational, analytical, and collaborative CRM systems are the three different categories.

4.What function does CRM serve?

CRM software is a technology that enables companies to organize, manage, and collect client data. A CRM's purpose is to help organizations manage customer interactions more effectively, leading to tremendous success.

5.What advantages does CRM offer?

Even though they vary by department or sector, the following six benefits of CRM platforms apply to all users:

  1. Trustworthy reporting
  2. Dashboards that display data graphically
  3. Automated messaging improvements
  4. Proactive assistance
  5. Productivity increased due to automation.
  6. Streamlined cooperation

What are the four components of CRM?

These four essential elements must be taken into account for every CRM implementation:

  • Technology (applications and infrastructure)
  • Strategy (business goals and objectives)
  • Process (procedures and business standards)
  • People (organizational structure, skills, and incentives)


Spiro is a cutting-edge, adaptable tool with solid AI foundations. In contrast to conventional CRM software, it describes itself as a proactive relationship management tool.  

If you are looking for such a solution, we'll assist you in finding the best solution for your company based on the aspects you value most. Contact BotPenguin to know more. 

Keep Reading, Keep Growing

Checkout our related blogs you will love.

Ready to See BotPenguin in Action?

Book A Demo arrow_forward

Table of Contents

  • Spiro Tutorial: What is a Spiro CRM?
  • arrow
  • Spiro Tutorial: Spiro CRM's salient characteristics 
  • Spiro Tutorial: How to Use Spiro's CRM
  • arrow
  • Here is a brief tutorial on how to use Spiro's CRM platform:
  • The key advantages of using Spiro
  • arrow
  • FAQs
  • What are the four components of CRM?
  • Conclusion