Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Lead management
115 Articles
Rozalyn Fisher Asked: “Is there a way to share funnels with other Agent CRM users that are not in your agency or account?” The Answer: Yes, you can share funnels with other Agent CRM users outside your agency or account. However, this requires a manual…
Derek Brown Asked: “I use Gravity Forms in a WordPress Website. Is there any way to send form fillouts into Agent CRM Contacts?” The Answer: Yes, you can seamlessly send form submissions from Gravity Forms on your WordPress website to Agent CRM contacts. By integrating…
Christopher Duncan Asked: “How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use…
Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Five Star Benefit Solutions Asked: “One of the ‘7 tools in one’ is a Power Dialer. I think I misunderstood what it actually is capable of doing. It is capable of automatically calling a list of leads one after the other, correct? However, you have…
Danny Ray asked: “Can someone tell me the HTTP URL to post an API to the CRM? It’s for Quoters from SEO websites and long-form Facebook ads.” Here’s the response and expanded details to clarify Agent CRM’s integration capabilities. Direct Integration with Facebook Lead Ads…
Samuel Fuenzalida asked: “When a prospect replies to auto text messages with a ‘Stop,’ will Agent CRM recognize that and stop sending text messages? Will they still receive emails if they do not unsubscribe within the body of the email? Thanks!” Here’s the detailed response…