Ever wonder what a real investor's CRM actually looks like under the hood? On this call, Alex share's his screen and walk you through their ACTUAL CRM - live, unfiltered, nothing staged.
We go deep on the entire system: how leads come in, how they get tagged and prioritized, every pipeline stage from first contact to closed deal, the follow-up cadence that keeps deals from slipping through the cracks, and the automations that save hours every week.
If you are still running your deal flow out of a notebook or a messy spreadsheet, this is the breakdown that shows you how to build something that actually scales.
Fun, practical, and packed with things you can copy today. Grab a notepad and watch the whole thing.