Choosing the right CRM software can make all the difference in achieving success, that’s why we are diving into a detailed comparison of Agent CRM and Click Funnels, to help you make an informed decision. Shared Features: Funnel Building Capabilities: Both platforms offer funnel builders,…
automation
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We received this question from a prospect, and wanted to post our answer here in our blog: Hello and thank you for your question about integrating Agent CRM with a third-party lead service. Yes, Agent CRM does offer the capability to connect with your third-party…
Luis Moreno, a seasoned agent with 22 years of experience, and Alex Branning talk about Agent CRM and how it’s revolutionizing the insurance industry
Are you a dedicated Medicare agent looking for ways to supercharge your business, make more sales, and reclaim precious time? Look no further – we’ve got the ultimate solution that could revolutionize your workflow and save you so much time. Say hello to Agent CRM,…
As a business owner, you might be tempted to manage multiple ventures using the same Agent CRM account. While this may seem convenient and cost-effective, it can lead to significant problems down the road. In this blog post, we’ll discuss the reasons why combining two…
Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…
Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…