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)


  • 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

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

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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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