Insurance CRM dispositions are pre-built & tied to your telesales pipeline stages, so every update you make not only organizes your lead but moves them forward
Pipeline Management
7 Articles
While exploring Zeepo alongside Agent CRM, we invite you to dive deep into comparing the two and not making a quick decision. In this article we’ll be addressing your tech concerns and why we believe Agent CRM is the best choice. Agent CRM Support Options:…
Original Question: Larry Gatz asked:“Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and have two requests to complete for the same client. When I try to make the…
Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…
Jason Astwood Asked: “Do you guys have funnels for loan officers or real estate agents?” The Answer Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects…
Jacqueline Famluv Asked: “What features in Agent CRM replace Constant Contact?” The Answer Agent CRM offers a wide range of features that not only replace Constant Contact but go above and beyond its capabilities. Here’s how Agent CRM can serve as a powerful alternative to…
TL Priester Asked: “Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks.” The Answer: To ensure your sales figures appear on your Agent CRM dashboard, you need…