Product Overview
Agent CRM is a marketing automation platform built for insurance agents, with tools for CRM, email marketing, text message marketing, automations, pipelines for organization, booking appointments and an automatic dialer built-in. The automatic dialer pulls a list of leads for the agent, and then calls each of them one after the other, without manually dialing the numbers. If the prospect doesn’t answer, the agent can click “No Answer” and Agent CRM will leave a voicemail for the current prospect and simultaneously start calling the next prospect on the list of leads.
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