Customer Relationship Management


Infusionsoft will be our client database.  It will present the beggest learning curve though all the software.  Here we will store clients, send emails, and text features.  Most important it keeps us organize by automatically reminding us when & how to follow up with clients.

My Day

Register a Client

The Follow Up

Property Request



Give it a Try

In this exercise you will demonstrate you ability to prepare a report, email, text, and register client via infusionsoft.

Using your credential’s to log into the systems software register and send a report based on the following criteria:

  • Name:  Johnny Test
  • Email:  [email protected]
  • Phone:  555-555-555
  • Beds:  1
  • Area:  Downtown
  • Budget:  $1150
  • Move in Date: Next Month
  • Viewing Properties:  Next Wednesday

Completed Training