Welcome to Agent CRM! You’re here on this page because you either: Noticed that Agent CRM looks a lot like your current system, or You are switching from another CRM similar to Agent CRM Agent CRM is built on the “High Level” platform, which is…
Are you looking to get your business ranked at the top of Google Local SEO? Yext may be able to help. They claim to be able to ‘put your business on the map.’ Yext is a service provider that partners with local and national directories….
Phil Reames asked us, “As was pointed out in the newsletter today, we can record outgoing calls with Agent-CRM. Can we record incoming calls as well?” “Yes, incoming calls can be recorded as well.😁 They are in the conversations. Yes, you can download the recordings.”
Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM? Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to…
Paul VanThof asked us, “Is there a way to delete scheduled text messages? Having trouble finding it.” “Yes there is! How did you schedule that text message? If you did it thru your Contacts tab > selected Contacts > Send SMS / Add to Workflow,…
Micah Metcalf asked us, “Is anyone else struggling with the fact that the CRM no longer removes the manual action call from the power dialer when the contact is removed from a workflow? Is there any way to work around this other than having to…
Johanna Cabrera asked us, “Good afternoon , how i can create an affiliate program ?? Is there any training about this ?” “Hi! It’s so exciting to hear you are interested in the affiliate program. You can start by signing up here: https://affiliates.branninggroup.com/ then get…
Sandra Quinn -Bailey asked us, “Hey, can we set up a funnel in AgentCRM? If so, is there a training video? Thanks” “Yes! Agent CRM is equipped with it’s own funnel builder. Here’s an overview video of it: https://www.branninglibrary.com/…/les…/29881261-overview“