Rich Albright asked us, “So I was under the impression that the agent CRM has its own funnel builder. But I am watching the give away funnel content, and it says to get click funnels. So do I need click funnels? Also on the give away funnel am I just casting a wide net, of people that may or may not be interested in life insurance?”

“That must be an old video, the funnel builder is inside of Agent CRM. You can find it by clicking on the “sites” link on the left-hand menu”


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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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