We’ve rolled out a full redesign of the Contact Detail Page inside Agent CRM — and it’s all thanks to your feedback during LevelUp! From poor contrast to buried opportunities, ...
Updates
156 Articles
Agent CRM Updates
Say goodbye to plain and boring confirmation screens. The new Submit Message Editor brings an entirely upgraded experience to the post-submission moment in your Forms, Surveys, and Quizzes — giving ...
Huge win for agencies and power users: Inbound DND has officially landed inside your CRM! 🎉 Until now, you could only apply DND (Do Not Disturb) settings to outgoing messages. ...
The future of reputation management just took a major leap forward.Agent CRM now allows you to collect real, authentic video reviews directly from your customers — with no apps, no ...
We’re excited to announce a powerful upgrade to the Social Planner inside Agent CRM:You can now manage Instagram comments directly — right alongside your Facebook replies — all from one ...
💡 Funnel AI Just Got Smarter, Faster, and More Reliable If you’ve ever felt bottlenecked by the time it takes to build out funnels and pages, we’ve got good news. ...
👋 Introduction: Automate Your Growth, Don’t Guess It If you’re an insurance agent looking to grow your business, you already know that leads slip through the cracks far too easily. ...
Stay Ahead of the Curve with Social Listening If you're managing social content for your agency or clients, staying relevant is more than just scheduling posts—it’s about tapping into the ...