During this lesson, we will walk through a simple build-out of a CRM for Affluence Financial Planning.
We will be building this CRM twice — once in Zoho CRM, then once in Hubspot.
The Discovery and Planning process (i.e. pillars 1 & 2) has already been done and you are simply following along, learning the software tools.
Did you get that? You are not planning anything—you are simply to follow along, exactly as we do, and end up with a basic Zoho and Hubspot CRM system for your own “Affluence Financial Planning.”
Wish you could build it for a business of your choice? Hold on—that’s Unit 6!