BONZO CRM Crash Course!

Welcome to Bonzo! You’re now part of a growing community of advisors and agents who are transforming their businesses through personalized automation. With Bonzo, you’ll be able to have more meaningful conversations that lead to more deals—faster.

How It Works:

We understand that learning a new CRM can feel overwhelming, but we’re here to make it as smooth as possible! This guide will provide the essential steps to help you set up your Bonzo account, increase your conversations, and build the relationships that matter most to your business. To support you further, we have provided recorded training tutorials that correspond to the topics discussed below.