Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and thanks for the add. I have a few questions…1. Is this platform good for uploading real estate leads? 2. Can I use the dialer with having the basic package, and how do I access the dialer? The training within the platform didn’t really assist me much and that’s why I’m asking. Thanks for any help ahead of time.”

“1 – Yes, the system has a full “Real Estate” marketing snapshot for ready to go in Click & Play with pre-designed workflows, funnels, pipelines and more!
2 – Yes, you can access the dialer on your plan. Here’s a short Loom video my team made with a walk-through:
Good feedback on the training, we’ll work on improving that!”


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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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