CRM – Client Relation Management Software Database Mentorship Training

Alan Jimz
4 Reviews

Course Description

Course description:

  • Decide which CRM is best for you
  • Extract your current contact database
  • Clean your data
  • Import into System
  • Define clients / organize
  • Establish Plans
  • Implement plans
  • Learn how to analyze
    • React to client actions
    • Change plans

About Instructor

  • Alan Jimz

    Licensed Real Estate Broker & Coach TX #0549644 -- 15 yrs Experience in Real Estate 100's+ Successful Transaction completed -- 20+ Investment Flips -- 20+ Wholesale Transactions Completed -- 10+ Renovations / New Construction Projects Completed -- Commercial Mortgage Broker since 2008 at


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4 Reviews

    The CRM you chose is one of the most important decisions you will make in your career. Research thoroughly and then implement. In this lesson we go thru the setup phase for your SOI, Clients, Family, and Friends.

    I took this course and I can say it benefits my life. Alan is friendly, professional and approachable. I will take another course next month with them!

    I found out that he is very helpful, professional, always kept us in the loop and easy to contact. Thank you.

    Has a genuine desire to give a fantastic service, he kept me updated throughout the entire process and he was always available to answer any questions along the way. Thank you, for making what could have been a very stressful time seem so easy!

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