CRM

Agency CRM, from import to close

Available 6 lessons 29 min

The CRM is your agency's daily muscle. This course walks through all of it, in the order you actually work: a lead comes in, moves through your process, and ends as a commission calculated without friction.

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.

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What you will achieve

  • Bring in your whole contact base without typing a lead by hand.
  • Build a kanban that reflects your process, not a generic tool's.
  • Close with commission and splits calculated for you.