We built Agent CRM so that you can use the software to run your entire organization. There’s so many tools under one roof – no multiple subscriptions, no “duct-tape” solutions, we built the platform to be an all-in-one solution.
Agent CRM has the following tools:
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Marketing and Communication Suite – Our marketing tools include drip email campaigns, bulk text messages, video texts, and ringless voicemails. We make it easy to help you build and stay in touch with your audience!
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Calendars – You can set up calendars for your different team members, events, or organizational goals. And set your availability to be different for each one. Take control of your schedule with our flexible, advanced booking system.
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CRM – No more losing contacts or not remembering who you spoke to last week. Now you can sort your contacts by name, email, last message sent, custom tags, and more! Create categories to sort through newcomers, volunteers, general community members and more.
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Web Sites and Funnels – Create simple web pages or funnels for each of your events, ministries, services, or products. We have pre-designed funnels ready to go for you, so you’re not starting from scratch and you don’t even have to be good at computers. Just make the simple adjustments with our drag-and-drop editor! We’ve eliminated the need for a complicated editing software platform and built one for you within Agent CRM!
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Automations – Keeping in touch with your community and audience is incredibly important, but can also be very time consuming. Rather than letting people slip through the cracks, we can set up some powerful automation tools to do your follow-up, connection, outreach, and event reminders on your behalf. Trigger follow-up actions for you based on artificial intelligence and the actions they take… you’ve found the platform that does the work for you!
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Support – Live, real-time support is available from our team so that as you are working, you can get the help you need. We also offer live daily Zoom calls and optional paid-for expert help if you’d like someone to build out your systems for you!
You can see if Agent CRM is a fit by trying it out, you get two weeks for free. Sign up today at
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