Original Question: Sandra Quinn-Bailey asked us:“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the…
agentcrm
71 Articles
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Original Question: Larry Gatz asked us: “Does anyone know how to add a location to Agent CRM? Our office has two locations.” Answer: You can add your office address in Agent CRM by following these steps: Go to Settings Navigate to Settings in the left-hand…
Original Question: Christopher Duncan asked us: “When someone replies with the word ‘STOP,’ does that stop the automatic text messages? What if someone texts something like ‘stop please’ or something similar?” Answer: By default, if a contact replies with “STOP”, they will be automatically unsubscribed…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
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…
Original Question: Ramon Ayers asked us: “Do you guys have an API?” Answer: Yes, Agent CRM does have an API! You can find your API key by following these steps: Go to Settings → Company Scroll down to the Company Data section Locate your Agent…
Original Question: Kelly Spies asked us: “Quick question – is there a way to connect Gravity Forms without using Zapier? I have had billing issues with Zapier and until they have a more secure billing system, I won’t use them.” Answer: Yes, you can connect…