Agent-CRM Pipeline Management

Published by Hemati on

Managing your recruiting and on-boarding of new agents can be a LOT of information to handle – not to mention managing your active agents in the field.

I use High-Level to do all the above – it eliminates the need for spreadsheets, whiteboards, Trello kanbans, etc. It also automates all your emails, text messages, voicemail drops and outbound calling.

While there are many versions of High-Level out there, I recommend Agent-CRM. It’s got all the features for only $47/month and you can have as many users on it as you want.

In this video I go through exactly how our system is setup for maximum recruiting effectiveness. If you don’t have an account already and want one, CLICK HERE.

After you sign up, let me know the email address you used and I will push all the recruiting content from my account into yours and you can use it however you like.

Categories: Training


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