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Justan Pavone asked us, “Question: I have leads in 3 different states. Is there a way to create a file/folder for each state when I upload my contacts daily? Not sure if I missed it somewhere but the help library doesn’t seems to provide the…
In today’s digital age, it’s more important than ever for real estate agents to have a mobile-friendly CRM system. A CRM, or customer relationship management, system is essential for real estate professionals who want to stay organized, efficient, and competitive. In this blog post, we’ll…
Chris Lambert asked us, “Is the platform down? It won’t open the login page.” Nope, it’s not down. If you’re getting the “nine dots” reloading, try opening the app in a private or “incognito” window or clear cache as well and that will fix the…
Maximizing return on investment (ROI) is a critical aspect of growing your business. One of the best ways to achieve this goal is by using the best CRM for digital marketing. A CRM system designed for insurance agents or real estate agents helps you manage…
As an insurance agent, your primary objective is to acquire new clients and retain existing ones. In this blog, we will learn how you can improve Customer relationship management with Agent CRM. To achieve this goal, you need a robust client acquisition strategy that includes…
Elisia Jaramillo Luna asked us, “Can I get snapshots imported from another Highlevel account? (Outside Branning)” “Yes! You ask the other company for the snapshot and then we can import it for you, no problem.”
Managing customer relationships has become increasingly important in today’s fast-paced and competitive business landscape. A Customer Relationship Management (CRM) system is key to achieving this target. Best CRM for small businesses can help them manage and organize customer data, automate marketing and sales processes, and…
Samantha Tudor asked us, “What day and times are live support sessions again? And how do I access it?” It is Monday to Friday at 7am and 2pm PST. Here is the link to join: https://live.agent-crm.com/
In today’s highly competitive business world, customer relationship management (CRM) has become crucial for any company’s success. The ability to manage, track, and analyze customer interactions is essential for creating a personalized experience that will drive customer loyalty and business growth. The importance of CRM…