Greetings, everyone! It’s Alex, the CEO of Agent CRM, and I’m thrilled to have you join this demo where I’ll show off Agent CRM – the fastest-growing marketing platform. Agent CRM isn’t just for insurance agents; it caters to diverse industries, providing a robust sales and marketing solution.

Let’s dive into the highlights and discover what sets us apart.

2. Highlights from the Video

2.1 Click and Play Library

One standout feature is our exclusive Click and Play Library. Imagine having access to pre-built email sequences, funnels, and automations. Our holiday email campaign, Medicare scope of appointment bundle, ACA bundle with training, real estate agent bundle, and personal funnel hub are just a glimpse of what’s available. It’s a game-changer for Agent CRM users, offering unparalleled convenience.

2.2 Revenue+

Agent CRM introduces Revenue+, a unique program that lets you monetize your leads effortlessly. With predefined workflows and funnels for different programs, such as the self-employed tax credit Revenue+ program, you can generate income from your existing leads.

2.3 AI-Powered Features

In the evolving landscape of 2024, AI is a key focus. Agent CRM incorporates SMS-powered tech, allowing AI to read your calendar and schedule appointments through natural language conversations. Moreover, AI assists in crafting email content and generating images, streamlining your marketing efforts.

2.4 Social Media Planner

Agent CRM is not just about managing leads; it’s a comprehensive marketing and sales platform. Our Social Media Planner lets you schedule posts on various platforms, including Facebook, Instagram, LinkedIn, Twitter, TikTok, and Google My Business. The integration of AI extends to crafting social media posts and images, simplifying your entire marketing strategy.

2.5 Workflows and Pipelines

Automation is at the core of Agent CRM. Workflows effortlessly handle lead management, from form submission to appointment scheduling. Pipelines offer a visual representation of your sales process, making it easy to track and manage opportunities.

2.6 AdBase

For those seeking additional marketing power, the AdBase add-on allows you to run Facebook and soon Google Ads directly from Agent CRM. Access dozens of proven ad templates tailored to specific products, enhancing your advertising campaigns.

2.7 Support and Compliance

Agent CRM takes pride in its robust support system. Live chat, Zoom calls, email support, and even phone support are available 24/7. The platform is committed to compliance, ensuring your marketing and communication efforts adhere to regulations.

Next Steps

Excited to explore the capabilities of Agent CRM? Take the next step by signing up for a free trial at We offer a hassle-free onboarding process, and you’ll have access to our comprehensive support system throughout your trial. Whether you’re a solo entrepreneur or managing a large team, Agent CRM has customizable plans to suit your needs.

Remember, there are no setup fees or long-term contracts. Agent CRM has to earn your business month after month. Join the ranks of thousands of satisfied users who have witnessed the transformative power of Agent CRM. If you have specific questions or need personalized assistance, feel free to schedule a call with our team through this link.

What Our Clients Are Saying:

🌟 “Your customer service is on point. Agent CRM has been one of the best decisions I’ve ever made.” – Charlie Lloyd

πŸš€ “I’m just getting started in this business, but Agent CRM is allowing me the opportunity to use my tech skills while learning and tackling the way I want to run my own business. Thank you!” – Vernon

πŸ’Ό “I have used the campaigns to revive dead leads, which have led to many sales! It works!” – Chris O’Connor

πŸ”₯ “This is an incredible CRM system that does wayyyy more than just manage a list of contacts. This system offers a way to 10X your business in an all-inclusive package. Agent CRM is the best decision I could have made!” – Samantha McClain

πŸ’‘ “I just signed up and it’s amazing how much value is packed into this tool.” – Byron Hugley

πŸ™Œ “I am very grateful for these guys and their very helpful team. All of their resources and help are priceless, especially when getting started and not knowing where to turn.” – John Johnson

πŸ’¬ “AGENT CRM has made a huge contribution to any salesperson’s ability to organize and structure their leads, marketing, and customer relationship management (CRM).” – Craig Bonson

🌈 “Thank you, and your staff for the patience they’ve showed in helping me grasp this technology. Things that seemed impossible 3 months ago are easy now.” – Jose Brooks

πŸ’£ “I have been in the marketing industry for many years and this system is the bomb πŸ’£” – April Barnard

πŸš€ “This Agent CRM is the best thing I have seen in a while. I have been getting at least one new customer a day.” – Larry Chapman

🌐 “If you are in any business you need to check this out. It will streamline, simplify, organize, and automate your marketing, outreach, follow up and so much more. And they’ll let you try it for free. And you’re waiting for what? Just do it. It’s amazing. And the support is stellar!” – Chuck Fleischer

⭐ “I’d give Agent CRM a 5-Star review! Every issue that’s occurred the team was quick to help me troubleshoot above and beyond.” – Eric Katzenmeier

πŸ”— “These 7 am & 2:00 pm – Q&A live meetings are a gold mine, just an absolute game-changer for my business. The quality of the help is excellent. This live service has allowed me to connect the dots from wanting to do something in a CRM that would impact my success in the insurance business.” – Jim Riddell

πŸ’Ό “Agent CRM is the automation tool that will take your life insurance business to the next level. Most agents miss out on opportunities because they get too busy and prospects slip through the cracks. Agent CRM allows you to be everywhere for your clients and prospects all at the same time. We use it and we love it. You should try it for free” – Arturo Johnson

🌟 “Amazing support staff! I’m super grateful! They were patient with me while I learned Agent CRM and now I am running a fully automated business. Thanks, guys!” – Kari Chilson

πŸ’Έ “With the increase of referrals from your ‘Thank You for Business campaign,’ [one of our pre-built marketing campaigns] I have paid for your software for the next two years – THANK YOU!” – Rob Stecky

🌟 “Best CRM we found.” – Adam

πŸ’ͺ “This is one of the best offers for a system like this.” – Harel A

🌈 “This is by far the best and simple CRM and all the bonus. The support is exceptional. Just have to watch the videos and get going!” – Christy Drainer

⏰ “The CRM is a breeze and saves tons of time. Get on the daily zoom calls. They help! And it’s free!” – Daron

About the Author

Agent CRM Team

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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