Original Question:

Maria Fowler Graft asked us:
“Is there a way to have more than one user on the CRM?”

Answer:

Yes! Agent CRM allows you to add multiple users to your account, making it easy for agencies and teams to work together efficiently.

If you’re growing your agency and need co-branded CRM access, AI automation, and full team support, Agent CRM for Agencies is designed to help you scale faster with:

✅ AgentAI – Automate scheduling, FAQs, and social media responses to save time and improve efficiency.
✅ Personalized Marketing Tools – Drive more sales and increase revenue with automated cross-sell, upsell, and referral systems.
✅ Proven Success Systems – Implement strategies used by top agencies nationwide to boost customer lifetime value.

Learn more about Agent CRM for Agencies here:
👉 https://www.agent-crm.com/agency

How to Add a New User to Your Agent CRM Account

If you need to add additional team members to your CRM, follow these steps:

  1. Go to Settings
    • Log in to Agent CRM and navigate to Settings in the left-hand menu.
  2. Select “Team Users”
    • Click on Team Users to access your list of current users.
  3. Add a New User
    • Click “Add User” and enter their details (name, email, role, etc.).
    • Assign permissions based on what access level they need.
  4. Save & Send Login Details
    • Once added, the new user will receive an email invitation to log in.

📌 Watch this video for a step-by-step guide:
Adding a New User

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Life Insurance Snapshot (“Branning Bundle”) on Agent CRM


Software

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