I’m happy to let you know that at Agent CRM we’re growing our team size, as well as focusing on developing a host of new features that have been long-awaited by our customers. Starting on October 1 2022, our prices are increasing for new…
Becky Chopek Wilson asked us, “How can I add a FORM I build to a campaign?” “If you want your contacts to fill up a form, you can either include the link of it directly or add them into a funnel, connect it to your…
Walter Dublico Jr., “Hi there! I would like to ask, since the email has a unsubscribe link does SMS does? if they want to stop receiving messages they just reply or they need to do something to stop them on the workflow?” “If they reply…
Adrian Gillis asked us, “How do I change my email address for my calendar within Agent CRM?” “there you go: https://www.loom.com/share/45bd6578aded4702852b509baf9d4d3a”
Walter Dublico Jr., “Hi Branning Group, may I ask how do I add a unsubscribe text here on the Email templates? I tried to add it thru trigger links but I only paste the link. can someone help me” “Make sure to highlight your “Unsubscribe”…
Theresa Simpson Key asked us, “Does the phone system record calls? If not is there a work around you’d suggest I use?” “Yes, your calls could be recorded! To enable it, go to Settings > Phone Number > edit (pencil icon) your Agent CRM number…
Welcome to Agent CRM! You’re here on this page because you either: Noticed that Agent CRM looks a lot like your current system, or You are switching from another CRM similar to Agent CRM Agent CRM is built on the “High Level” platform, which is…
Are you looking to get your business ranked at the top of Google Local SEO? Yext may be able to help. They claim to be able to ‘put your business on the map.’ Yext is a service provider that partners with local and national directories….
Phil Reames asked us, “As was pointed out in the newsletter today, we can record outgoing calls with Agent-CRM. Can we record incoming calls as well?” “Yes, incoming calls can be recorded as well.😁 They are in the conversations. Yes, you can download the recordings.”
Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM? Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to…