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22 Articles
BGadmin
1 Min Read

A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?”   ” If you’ll be adding your leads to the…

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BGadmin
4 Min Read

Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing.  With these tools, businesses can…

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BGadmin
1 Min Read

Here we go!! The long-awaited Agent CRM API is here with a bang!! New features and integrations are the talking points of our featured pack full of powerful products. With custom integrations, you will get more freedom to use our lead generation tool with full…

BGadmin
1 Min Read

Shonda Observed Johnson asked us, “I need assistance with setting up the system. To import leads and set up automation for email/text/ringlessvoicemail” “Hi! Have you watched the training videos for Agent CRM? If not, here’s the link so you can check it: https://www.branninglibrary.com/courses/agent-crm-training You can…

BGadmin
1 Min Read

Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and thanks for the add. I have a few questions…1. Is this platform good for uploading real estate leads? 2. Can I use the dialer with having the basic…