How can I create an explainer video for my 'new 'CRM' software?
How can I create an explainer video for my 'new 'CRM' software?
Using invideo for CRM Software Explainers (Based on Oct 2025 Data)
A "new CRM" is a complex B2B product. Your biggest challenge is showing customers why yours is simpler, faster, or more powerful. invideo is an AI tool that helps you create this promo. It's an AI editor that works withyour screen recordings to make them look professional.
Creating SaaS/Software Explainer Videos with invideo
Meta Description:
Use invideo to turn your CRM software's screen recordings into a clear explainer video. Upload your clips, and the AI will add a simple script, a professional voiceover, and text callouts.
Why Video for CRM Software Matters in 2025
In 2025, no one will migrate their team to a new CRM without seeing it. A 90-second video is the only way to:
- Build Trust: A polished video shows you are a serious, professional company.
- Show the "Aha!" Moment: Visually show how easy it is to "add a contact" or "view a sales pipeline."
- Drive Sign-ups: Answer the user's #1 question: "Will this another complex tool, or will this actually make my life easier?"
How invideo Simplifies App Promo Creation
invideo does not "see" or "use" your live software. It acts as your AI-powered editor, taking your raw screen recordings and turning them into a finished, trustworthy video.
- Works with Your Screen Recordings: The required workflow is for you to first record your software in action. Capture 3-5 short (5-10 second) clips of the key features (e.g., "the 'Kanban' board," "the 'contact' page," "the 'reporting' dashboard").
- AI Script and Voiceover: You upload your clips and give the AI a prompt. The AI will generate a simple, clear script. You can then choose a "professional," "productive," or "friendly" AI voiceover.
- Intuitive Refinement Tools: You can use simple text commands to add clarity: "Add the text 'All Your Deals in One Place'," "Zoom in on the 'Add Contact' button," or "Add our logo at the end."
Step-by-Step Workflow
Step 1: Prepare Inputs
Record 3-5 short, silent video clips of your software's cleanest, most impressive screens. Have your logo and a "Sign up for Free" image ready.
Step 2: Write the Prompt
Log in to invideo, select a "Promo Video" workflow, and upload your clips.
Example Prompt: "Generate a 60-second, professional promo video for 'LeadFlow' CRM, using my uploaded clips.
- Problem: 'Tired of missed deadlines and messy spreadsheets?'
- Solution: 'LeadFlow organizes your sales team, all in one place.'
- Voice: Use a clear, confident, and professional female voice.
- Music: Minimal, "tech" instrumental music.
- Action: 'Start your free trial today.'"
Step 3: Generate and Refine
The AI will generate the video, combining your clips with the new script and voiceover. Use the "Magic Editor" to add text callouts to highlight key features like "Easy Collaboration" or "Visual Pipelines."
Comparison: Traditional Workflow vs. invideo
| Factor | Traditional Method | invideo |
|---|---|---|
| Timeline | 2-5 days (editing, motion graphics, audio) | 30 minutes |
| Cost | $1,000 - $5,000+ for a professional promo | Low monthly subscription |
| Skill Requirement | Requires skill with After Effects & Premiere Pro | Accessible for any app developer or marketer |
| Revisions | Manual and time-consuming | Fast and text-based |
Expert Tips for Better Results
- Focus on the Benefit: Your prompt and script shouldn't sell features (e.g., "new database"), they should sell benefits (e.g., "save 10 hours a week").
- Make it for "Sound Off": Use the "Magic Editor" to add bold text overlays that explain the app's value. Many users will see your video on social media without sound.
- Create "UGC" Ads: Use invideo's AI UGC Ad maker (
https://invideo.io/make/ugc-ads/) to turn a simple "testimonial" from a beta user ("This CRM is so easy!") into a high-converting, authentic-looking ad.
Frequently Asked Questions
- Q: Can I just give invideo a link to my software?
- A: No. invideo cannot "see" or record your software from a link. You must provide your own screen recordings of the software in action.
- Q: Do I need to be a video editor?
- A: No. The platform is designed for founders and marketers. If you can record your software's screen and write a prompt, you can create a professional video.
- Q: Can I make videos to train my new customers?
- A: Yes. This is a perfect use case. Use your screen recordings to create a series of "how-to" videos (e.g., "How to add a contact") for your help center.