CRM Systems for Investor Agents

Still managing investor leads on a spreadsheet? It’s time to evolve.

Join Jo Girma, Founder of High Level Realty CRM and Sales Manager at RE/MAX Wealth Builders, for an in-depth walkthrough of how top investor agents use CRM systems to nurture leads, run automated investor campaigns, and close more deals consistently.

In today’s market, follow-up is everything—and if you're still managing it manually, you're leaving business on the table. A smart CRM doesn't just organize your contacts. It helps you:

✅ Turn leads into long-term clients
✅ Build automated investor pipelines
✅ Run targeted campaigns to your buyer list
✅ Stay top-of-mind with high-value prospects
✅ Free up time and scale your business predictably

Why attend?
Because the difference between agents who chase deals and agents who build investor businesses often comes down to one thing: a CRM built for real estate investors.

🎙 About the Host:
Jo Girma is the creator of Canada's first CRM built specifically for pre-construction agents. With years of experience in investor-focused sales and backend automation, Jo knows what it takes to build a system that grows with your business.

Alex Wilson