Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Form Builder
5 Articles
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…
Christopher Duncan Asked: “How do I create a message section to a form? I would like to add an area to a form where someone can submit a question.” The Answer: Adding a message section to your form in Agent CRM is quick and straightforward….
In this video, Ryan shows how to build a form in Agent CRM.
Agent CRM is more than just a client management tool; it’s an all-in-one platform designed to simplify, streamline, and enhance your business operations. This final overview highlights some of the most powerful features in Agent CRM, including Pipelines/Opportunities, Form Builder, Calendar, Power Dialer, Funnels, and…