Damon Jimenez asked us, “How secure are our forms that we send to clients for personal info. Are they encrypted?: “Yes, they’re encrypted by SSL, the standard (very safe) level of internet security.”
In today’s highly competitive real estate market, having a reliable customer relationship management (CRM) system is essential for businesses to stay ahead of the game. A CRM can help you manage customer interactions, sales processes, and customer data, making it a necessary tool for any…
Real estate is a highly competitive industry where agents need to be on top of their game to maximize lead generation and follow-up. In today’s digital age, it’s crucial for real estate agents to incorporate effective lead generation techniques and customer relationship management (CRM) strategies…
The cloud-based CRM (Customer Relationship Management) system is becoming increasingly popular and is changing the way businesses of all sizes operate. Cloud CRM is a cloud-based software platform that allows businesses to keep track of customer interactions and manage customer relationships in an efficient and…
Lead generation is a key component of any business’s success. It helps companies reach new customers, create relationships, and increase their revenue. With the right CRM system, businesses can easily manage and track lead generation activities and make use of the data to improve their…
Flav Medeiros asked us, “What do I use for email sending? Sendgrid, mailgun, send in blue? Can I use my own like AWeber or something? “By default Agent-CRM uses SendGrid, if you want to use your own SMTP you can. You can use SendGrid, Mailgun…
Damon Jimenez asked us, “Can I bring a twilio number over to agent crm?” “Yes, just send your Auth Token and Account SID to support@branninggroup.com and we’ll connect it for you. “
James Denezier asked us, “How do I set up for the person to receive an email after filling out my intake form. Also, how do I make sure the emails don’t go into Spam folder of the client?” “You can use a workflow to immediately…