Agent CRM workflows let you trigger targeted email/SMS campaigns fast—either by tag or drip automation—so you can “cast a net” and uncover wins in your list.
Campaigns
5 Articles
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…
Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…
In this video, Ryan explains how to do a voicemail drop.
Creating a campaign in Agent CRM is a powerful way to engage leads and clients, sending personalized emails or text messages to nurture relationships or drive actions. With the platform’s latest updates, adding contacts to campaigns has never been easier. This guide will walk you…