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CRM features
154 Articles
Comparing Agent CRM to GoHighLevel is like saying a Lexus and Toyota are the same because they were made in the same factory… Agent CRM provides a RADICALLY BETTER experience for you. GoHighLevel does NOT have: ScheduleBot (included for free with Agent CRM) Team Plans…
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: Sandra Quinn-Bailey asked us: “How do I remove or close notifications that I’ve already handled?” Answer: If you have unread notifications for emails, texts, or calls, you can mark them as read and remove them through both the Agent CRM app and desktop…
Original Question: Joel Daniels asked us: “Reviewing training on ‘Power Dialer.’ When leaving a VM – is that ringless?” Answer: Yes! The voicemail event within Agent CRM’s Power Dialer is ringless. This means that when you drop a voicemail using the Power Dialer, the recipient’s…
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…
Original Question: “How much do phone calls and text messages cost with Agent CRM?” Answer: Below is a breakdown of the associated costs: Phone & Text Messaging Costs Making Calls: $0.032 per minute Receiving Calls: $0.019 per minute Text Messages: $0.018 per SMS segment (Use…