Agency CRM, from import to close

The CRM is your agency's daily muscle. This course walks through all of it, in the order the work actually happens: a lead comes in, gets distributed, gets worked, signs a contract, runs through its deadlines and its paperwork, and ends as a commission calculated without friction.

Seventeen lessons in four parts. The first six set up your pipeline. The next three are the daily work with the client. The five in part three happen inside the transaction, which is where the real cost of a closing lives. The last three close the loop.

These aren't loose screens: each lesson builds on the last, so by the end you have your operation set up, not just an idea of where it goes.