--- title: "Show what happens to a new lead in your CRM" description: "Follow the same fictional contact through intake, assignment and the next supported sales action." canonical: https://caprivideo.com/industries/software-saas/crm-explainer-videos language: en updated: 2026-10-02 alternate_de: https://caprivideo.com/de/branchen/software-saas/crm-erklaervideo alternate_de_markdown: https://caprivideo.com/md/de/branchen/software-saas/crm-erklaervideo alternate_fr: https://caprivideo.com/fr/industries/software-saas/crm-explainer-videos alternate_fr_markdown: https://caprivideo.com/md/fr/industries/software-saas/crm-explainer-videos alternate_it: https://caprivideo.com/it/industries/software-saas/crm-explainer-videos alternate_it_markdown: https://caprivideo.com/md/it/industries/software-saas/crm-explainer-videos publisher: Capri Video --- # Show what happens to a new lead in your CRM A list of CRM features doesn't show a sales team how a lead moves forward. Follow one fictional inquiry through the product, keeping the contact recognizable as information passes to the person who acts next. ![Laptop with a blank screen and smartphone on a desk](https://caprivideo.com/content/images/laptop.jpg) *Illustrative stock photo: [Jakub Zerdzicki / Pexels](https://www.pexels.com/photo/modern-workspace-with-laptop-and-smartphone-38164328/). [Pexels License](https://www.pexels.com/license/).* ## Keep one contact on screen Show the actual intake path, assignment, and a confirmed follow-up action in the product. Use readable screen details only where they prove what happens. Distinguish a status change from a completed sale; the interface should not imply a business outcome merely because a record moves to another column. ## Prepare a consistent demo Prepare a current demo, the agreed product message, sample user roles and the relevant documentation. Use fictional demo data and record the screens and product version shown. Check who acts in each scene and what the screen actually confirms. ![Colorful planning notes on a whiteboard](https://caprivideo.com/content/images/planning.jpg) *Illustrative stock photo: [cottonbro studio / Pexels](https://www.pexels.com/photo/close-up-photo-of-sticky-notes-on-whiteboard-5990265/). [Pexels License](https://www.pexels.com/license/).* ## Try it before the next demo Use it on the product page or before a live demo. Ask who acts next and what information they need. If someone remembers the buttons but not the process, strengthen the links between scenes. Leave the wider feature set for the detailed demonstration. ## Related reading - [Show what someone can do with your software](https://caprivideo.com/guides/saas-video-production) - [Follow one order through your ERP](https://caprivideo.com/industries/software-saas/erp-explainer-videos) ## Related pages - [Industry group: Software & apps](https://caprivideo.com/industries/software-saas) - [A little more background: Show what someone can do with your software](https://caprivideo.com/guides/saas-video-production) - [Follow one order through your ERP](https://caprivideo.com/industries/software-saas/erp-explainer-videos): Connect order entry, inventory and invoicing while showing where people review information and where systems connect. - [Show a working day in practice-management software](https://caprivideo.com/industries/software-saas/practice-software-explainer-videos): An appointment can connect booking, staff roles and administrative tasks without turning the demonstration into a clinical claim. - [Make the handoff between hospital teams visible](https://caprivideo.com/industries/software-saas/clinical-software-explainer-videos): Use fictional data and two roles to explain who enters information, who reviews it and what the status confirms. - [Show how a dispatched job reaches the technician](https://caprivideo.com/industries/software-saas/field-service-software-videos): Connect the office and mobile views using the same job, including how updates return to the team. - [Who acts next in the recruiting software?](https://caprivideo.com/industries/software-saas/recruiting-software-explainer-videos): Follow a fictional application through the supported stages and distinguish notifications from hiring decisions. - [Make an HR request's status clear](https://caprivideo.com/industries/software-saas/hr-software-explainer-videos): Show the employee's submission and the reviewer's action separately so a saved request doesn't look approved. ## See your offer as a video We create a free watermarked video for your business from your website. Once it’s ready, you decide whether to keep it with a subscription. [Create my video](https://caprivideo.com/create) ## About Capri Video Capri Video (caprivideo.com) is an explainer video company that creates custom animated explainer videos for businesses in the United States and Germany. Script, illustration, animation, professional voiceover and music are included, and our team reviews every draft. All you need is your website link. - **Pricing:** Your first video is a free watermarked preview with three revision rounds, no credit card needed. To keep the original without the watermark, choose a monthly subscription: Starter at $99 a month with 2 credits or Growth at $299 a month with 8 credits, plus applicable sales tax, cancel monthly. A short video uses 1 credit, an explainer 2. - **Speed:** First reviewed, watermarked draft within 24 hours after you submit your website link. - **Revisions:** 3 revision rounds included with every video; for your first video they are part of the free preview. - [Start for free](https://caprivideo.com/create) · [All facts](https://caprivideo.com/about.md)