Before you start using Agent CRM to generate leads and book appointments, there’s one critical setup step you can’t skip: Updating your Essential Automations
smart automations
2 Articles
Automation is powerful—but timing is what makes it effective. If you send all your emails or texts back-to-back, your leads might feel overwhelmed—or worse, tune you out. That’s why Agent CRM lets you add delay steps to your workflows, so your follow-ups feel natural, well-paced, and personalized.
