Hunter Family Insurance Asked:

“Alright, so how do you go about using the Autodialer? Can it only do voicemail drops?”

The Answer:

The Autodialer in Agent CRM is a progressive dialer that calls one number at a time. While it allows you to leave voicemails using the dialer, that’s not all it does. It streamlines your calling process, making it an efficient tool for managing outbound calls and client communication.


What Does the Autodialer Do?

  1. Progressive Dialing:
    The Autodialer automatically calls one contact at a time from your selected list, reducing the manual effort of dialing each number.
  2. Voicemail Drops:
    If a call goes to voicemail, you can leave a live message or use the voicemail drop feature to leave a pre-recorded message.
  3. Call Recording:
    Depending on your settings, calls made through the Autodialer can be recorded for quality assurance and training purposes.
  4. Call Notes and Tags:
    Add notes and tags to contacts during or after the call for better organization and follow-up.

How to Get Started with the Autodialer

  1. Set Up Your Campaign:
    • Go to Marketing >> Campaigns in Agent CRM.
    • Create a campaign and select the list of contacts you’d like to call.
  2. Enable the Dialer:
    • Navigate to the campaign settings and ensure the Autodialer option is enabled.
  3. Customize Voicemail Drops:
    • Record a voicemail message to be used for voicemail drops.
    • Upload your recording in the campaign settings.
  4. Start Dialing:
    • Launch the Autodialer, and it will automatically progress through your contact list, making calls one at a time.

Pro Tips

  • Test Your Campaign: Make a test call before launching the Autodialer to ensure your settings are correct.
  • Monitor Call Metrics: Use the call tracking features in Agent CRM to evaluate your campaign’s performance.
  • Stay Consistent: Use the Autodialer regularly to maintain consistent communication with your clients and leads.

Learn More

For a comprehensive guide on using the Autodialer, check out these resources:

Blog Posts:

YouTube Tutorials:


Bonus Resource: Watch and Learn

For a detailed walkthrough of the Autodialer and its features, visit the Branning Library course titled “Agent CRM Training” at BranningLibrary.com.