If your agency uses Google Forms to collect leads, onboard clients, or gather feedback—this update is a game-changer. You can now trigger workflows directly from Google Form submissions inside Agent ...
Updates
156 Articles
Agent CRM Updates
If you’ve ever wondered where your money is going inside Agent CRM — or what those small charges on your card mean — this guide is for you. Inside the ...
We’re Officially SOC 2 Type II Compliant — What That Means for You After more than a year of focused work, audits, and infrastructure improvements…We’re proud to announce that Agent ...
Tired of Rebuilding the Same Filters in Your Inbox? Not Anymore. If you’re constantly hunting for unassigned chats… digging into priority leads… or scanning specific communication channels, the new Conversation ...
🧰 Customize Your CRM in Minutes: How to Make Agent CRM Look, Sound, and Feel Like You When you first log in to Agent CRM, you’ll see a powerful set ...
Agent CRM users spend a lot of time in the Conversations tab — managing texts, emails, DMs, and follow-ups. So when you told us what wasn’t working, we listened. This ...
Are you presenting yourself as a trusted professional… or unintentionally conveying “sloppy and rushed” vibes? That’s the question Will Winter, Operations Manager at Agent CRM, set out to answer in this training focused ...
Page views are great. Conversions are better. But what if you could see how long your visitors actually stay on your pages? With the new Average Time on Page feature ...