These updates improve visibility, reduce confusion, and make every message more actionable. Read on to see what’s new and how to take advantage of it.
mobile CRM
4 Articles
Both of these new mobile features are designed to remove friction, build agent confidence, and turn every conversation into a conversion opportunity.
We are thrilled to announce a partnership between Cody Askins and Agent CRM, “CodyCRM”! “No one does the insurance CRM game better, period!” – Cody Askins
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…