We are so excited for the future of Agent CRM, our team, and our community.
I wanted to share what we’re working on, and give YOU a space to share what you’d like us to include in our plans.
 New Features on the Roadmap (short list of highlights, we’ve got a lot of other ‘small things’ in development)
-
Multi-line phone dialer
-
Phone script prompts
-
Gmail and Outlook email sync
-
Ordering custom fields
-
Facebook Messenger workflows (like ManyChat)
-
Simplified payment method updates
-
Dashboard Page enhancements (reporting and more views)
-
API documentation and enhancements (this will be great for custom development, and integrations with other tools like Insurance quote engines)
Support
-
Hiring new team members on email and phone support
-
Offering new ‘Builder’ plans for monthly private done-for-you time
-
Increasing staff to help you on a 1-1 basis over Zoom
-
Potentially adding a third daily Zoom call and/or a weekend Zoom call
Just Released!
-
Workflows now have “Goals”
-
Data validation option (this is great for lead lists you purchase)’
-
“Team” plan that connects multiple accounts to each other
-
Facebook Ads dashboard inside Desktop Application
-
Google Ads dashboard inside Desktop Application
WHAT WOULD YOU LIKE TO SEE ON OUR LIST OF IMPROVEMENTS AND ADDITIONS?
To sign up for a free trial of Agent CRM, click here: http://www.agent-crm.com/
If you’d like a demo of Agent CRM, click here: http://demo.agent-crm.com/
Questions? Email us at support@branninggroup.com
Show Comments