We’re taking our in-product AI assistance to the next level. You’ve already seen AI support inside the workflow builder through the “Learn More” capability on actions and triggers. Now we’re ...
Updates
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Agent CRM Updates
You can now connect Canva directly inside Media Storage and seamlessly: ✅ Browse Canva designs✅ Edit designs in Canva✅ Download Canva files✅ Import designs into Media Storage No more switching ...
🚀 A Simple Way to Build Trust Faster With New Leads When a new lead comes in, your first message matters. But here’s the problem: if they do not recognize ...
🚀 Big News: Spanish Ad Templates Are Officially Live The Hispanic market is one of the fastest-growing segments in the United States. And now, you can serve it with confidence. ...
📱 First Impressions Matter—Even More Online In today’s world, your website is your handshake—and most insurance agents are falling short. We’ve all seen it: a link to a Google Form ...
At Agent CRM, we proudly say we’re your one-stop shop—and for the most part, that’s true. Our platform gives you everything you need to generate leads, follow up, book appointments, ...
If you’re looking to scale your business using Agent CRM, there’s one high-impact tool you can’t ignore: Email + Text Campaigns. These aren’t just “nice to have.” When used correctly, ...
🙋 “I Just Signed Up… What Do I Do First?” Hey there! If you’ve recently logged into Agent CRM and your first thought was: “Whoa, this is a LOT…” …you’re ...