Becky Chopek Wilson asked us, “Is there any way to have an order to the custom fields? They are all over the place and I would like to be able to put them in order.” “Hi! You can arrange the position of the fields in…
Customer Relation Management can be what makes or breaks a business. Businesses now need to take care of their existing customers and find new customers for their businesses to thrive. Finding and managing new leads and converting them into potential clients, buyers, and sales is…
Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. With these tools, businesses can…
Getting visitors to your website is crucial, but it’s only the first step. Once they arrive, you need to hold their attention, entice them to explore your website, and eventually persuade them to become a customer. This ensures increased sales from new clients and repeat…
We understand that you’re considering PipelinePRO. Today, we invite you to compare PipelinePRO to Agent CRM: we’ll be addressing your concerns about technology, support, and quick results. Phil Reames said · Hey folks, have you seen some of the offerings out there for a…
Here we go!! The long-awaited Agent CRM API is here with a bang!! New features and integrations are the talking points of our featured pack full of powerful products. With custom integrations, you will get more freedom to use our lead generation tool with full…
Timothy Milks asked us, “I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband and the wife are using the same phone number in some cases and also I’m…
Leo Luna asked us, “Hello, I wanted to know if we are able to call out leads multiple times within the power dialer without it automatically going to the next lead? Also are their text message templates and the ability to send out bulk messages?Thank…
Tena Smith Gifford asked us, “Hi are there videos on using your funnels? It’s been a long time and can’t remember how exactly to get it all set Also how Much to have one setup for me ?” “Hi! You can check the training video…
Deborah Lynne Pope asked us, “Can you send a video through SMS?” “Yes! You can, I use Agent CRM to send video messages. I load them up in the mobile app and send them that way 🙂”