Your business needs complete control over the entire process of a customer journey — from when a potential consumer first interacts with you to when they make a purchase. Specific clients may be persuaded by external circumstances that have nothing to do with you which means converting leads into consumers can sometimes be left to chance. However, repeating, scaling, and enhancing a dependable funnel process is possible.

This guide will discuss the integration of Agent CRM Funnel Builder and Phone Burner.

What is Agent CRM Funnel Builder?

The Agent CRM Funnel Builder is an excellent tool for insurance agents who want to build, edit, and manage their funnels. It is easy to use and can replace ClickFunnels and other funnel editing tools.

You can create, modify, and manage funnels using Agent CRM, all from within your account. Additionally, it can take the place of ClickFunnels and other funnel editing software.

Does Phone Burner have a Funnel Builder?

No, Phone Burner doesn’t have a Funnel Builder like Agent CRM. 

Agent CRM Funnel Builder And Phone Burner Integration

The Agent CRM Funnel Builder can be customized and integrated into Phone Burner. 

Additionally, the integration of the Funnel Builder will help track leads as they move closer to becoming paying customers.

This can help automate the closing of a sale, keeping sales reps informed of customer needs and behavior.

Why is a Funnel Builder important?

Every insurance company needs a Funnel Builder. It is a vital tool that helps generate leads either in the form of a phone number or email, which insurance agents further facilitate. Insurance agents schedule the appointments of these leads over the phone or face-to-face.

Additionally, Funnel Builder software enables you to avoid mistakes and unethical behaviors leading to dissatisfied clients.

Agent CRM Funnel Builder software features

Agent CRM Funnel Builder software has a variety of features. It is explicitly developed for building landing pages and web forms, and for email marketing. The most popular software functionalities of Agent CRM are listed below.

Lead generation

Agent CRM Funnel Builder software lets you collect, score, prioritize, and assign leads. As a result, you can move potential clients through your sales funnel fast and effectively.

Sales dashboard

A KPI sales dashboard is a simple, user-friendly, one-stop screen for reviewing information about your sales funnel. You can check your KPIs and upcoming sales activities while viewing daily pipeline information in graph or chart form with the help of Agent CRM Funnel Builder software.


Tools for sales force automation (SFA) take care of some of the more tedious administrative activities that frequently rob your team of productive time. For example, Agent CRM Funnel Builder software saves time and effort that would be better used on tasks that increase revenue.

Email marketing

Send tailored emails to prospective customers to increase interest in your product or service. You can use Agent CRM Funnel Builder software to create emails quickly and track click and open rates to evaluate the success of your marketing initiatives.


You can smoothly connect Agent CRM Funnel Builder software to your other sales apps for the best usability. In addition, data sharing and use across your preferred platforms should be possible with your sales funnel software. You will only be forced to transfer data between platforms and switch between browsers, and only sometimes manually.

Mobile access

Even when you’re offline or in an area with spotty service, you may conduct business right from your iOS or Android mobile device wherever you are by using Agent CRM Funnel Builder software.

Customer relationship management

Your crucial client data is kept and analyzed in your CRM software system. Using Agent CRM Funnel Builder software, you can oversee all aspects of establishing sales funnels on a platform. This platform is already linked to your most important and readily available customer information so that you can provide the finest possible consumer experience.

What are the benefits of using Agent CRM Funnel Builder software?

Handle more leads

If you want to boost sales, you must be able to manage high lead quantities because selling is a numbers game. For example, you may develop extensive and convenient contact lists and databases with Agent CRM Funnel Builder software. In addition, your sales teams can handle higher lead quantities because less time and labor are required to find meaningful client information, resulting in increased sales.

Save on costs

You could run a successful sales funnel without spending money on software with the appropriate personnel. However, people are also an investment and carry some risks that do not apply to software systems. By enabling you to run a streamlined sales funnel without overstaffing your workforce, Agent CRM Funnel Builder helps you cut costs.

Build better marketing campaigns

Online marketing methods, as opposed to billboards along the highway, can gather data about the viewers, including their addresses, their clicks, and how they found you. So Agent CRM Funnel Builder software will assist you in keeping track of your marketing activities to determine which led to the most lucrative answers. You’ll be better positioned to tweak your efforts and draw in even more lucrative leads.

Improve customer retention

You’ve undoubtedly read many reviews about your own products. You are aware that even if a customer likes your goods, they may still give you a bad review if they need help making a purchase. Creating and maintaining an effective sales funnel can accelerate and improve your buyer’s journey. You can speed up response times and send customized messages with Agent CRM Funnel Builder software, all while fostering brand loyalty and client trust.

Sign up today for a free Agent CRM trial account!

About the Author

Agent CRM Team

Content Creator

The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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