Learn how to create your VCF contact card, attach it to workflows, and send it automatically to new leads inside Agent CRM.
SMS automation
8 Articles
Tired of spam calls and texts cluttering your CRM with fake contacts and junk opportunities? The new Inbound DND feature lets you block unwanted inbound communication at the source, across both calls and SMS
Original Question: Strider Devaney asked:“New here. What’s the main difference between campaigns and workflows? Why use one over the other?” Answer: Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes. Campaigns: Used for drip…
Original Question: Anh Tran asked:“I need help with doing a dripping campaign for text message. I know Alex said there’s a live Zoom every Friday. Is it the same Zoom we use every day from 7 AM & 2 PM?” Answer: Yes! You can attend…
Original Question: Luis Cuevas asked:“For texting from Agent CRM, how long is one segment again?” Answer: In Agent CRM, a single SMS segment typically contains 120–160 characters, depending on the encoding used. However, some factors can reduce the number of characters per segment, such as:…
Original Question: Edward Financial Group asked:“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM –…
Original Question: Junior Lachtman asked:“Am I able to send bulk text messages? If so, how?” Answer: Yes, you can send bulk text messages using Agent CRM’s Campaigns feature. This allows you to create a structured text sequence (also known as a drip campaign) to engage…
Original Question: Dave Kinkade asked us: “I’m on the team plan & work in 2 states. Can I set up text to be sent from each of my local #’s? Only seems possible from main #.” Answer: Yes! If you operate in multiple states and…