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
social media marketing
Managing your social media just got easier with the Agent CRM Social Planner. This powerful tool helps to bring all your marketing tools under one roof.
Agent CRM is revolutionizing social media marketing with Social Planner: AI-powered tools at no extra cost. Learn more in our press release
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: Brices West asked us:“Could someone tell me how to get the Facebook link at the bottom of the Thank You page to work? I had people try and click it for a test run, but it didn’t do anything except take them back…
Original Question: David Vargas asked us: “So Facebook is telling me that I am not connected to Agent CRM. How do I remedy this?” Answer: For a step-by-step walkthrough, watch this video guide: How to Integrate Facebook with Agent CRM Following these steps should resolve…
Naeem Johnson Jr. Asked: “When adding my Facebook lead trigger, is the lead contact information uploaded automatically into the CRM? I don’t see an action for add to contact list, just add contact tag. Or will I have to manually import the contacts?” The Answer…
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…