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 ...
Updates
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Agent CRM Updates
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 ...
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, ...
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 ...