Mark Perrill asked us, “Agent CRM seems to be tilted more towards agents who sell via the phone versus in-person sales.
How are in-person agents using the “schedule a call” feature to their advantage. Or maybe I’m just wrong because I’m new and haven’t used the CRM.
Can someone who sells in-person tell me how they’re leveraging the CRM?”

“Although Agent CRM is highly optimized to sell online we do have amazing tools for Agents who do home visits. We have an Address request funnel, we are also able to customize the calendar form to collect the client’s/lead’s address when they book appointments. We also have teamed up with Mail box Power for Agents to send gifts + marketing material to lead’s physical address.
What else would you like Agent CRM to do?”

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