AgentRoof CRM
Capture, Nurture & Convert Leads with AgentRoof Real Estate CRM
Onboarding
Lead Management
How to Create a Lead in AgentRoof CRM
Follow these steps to add a new lead to AgentRoof CRM. Steps Log in to AgentRoof CRM using your ...
How to Import Multiple Leads into AgentRoof CRM
Follow these steps to import multiple leads into AgentRoof CRM using a CSV file. Steps Log in t...
How to Delete a lead in AgentRoof CRM?
What Happens When a Lead Is Deleted? Deleting a lead removes the lead from the active CRM records...
How to Search A lead?
The lead search feature allows you to quickly locate leads in AgentRoof CRM using a lead's name, ...
How to Export the Leads?
Exporting leads allows you to download lead information from AgentRoof CRM into a CSV file for re...
How to select lead?
Selecting leads allows you to perform actions on one or more leads at the same time. Once selecte...
How to Filter all Leads?
Lead filtering helps you quickly narrow down your lead list and focus on specific groups of leads...
How to Customize CRM Page Columns
The CRM page displays a set of default columns to help you view and manage lead information. You ...
How to assign Tags to Leads?
Tags help organize leads based on shared characteristics and make it easier to perform bulk actio...
How to assign Stages to a Lead?
Stages help organize leads based on their current position in the sales process, making it easier...
How to merge two leads in AgentRoof CRM?
Lead merging allows you to consolidate duplicate or similar lead records into a single lead profi...
Activities of a Lead
Timeline
What Is the Timeline Page? The Timeline page provides a centralized view of all activities, commu...
Lead Profile
What Is the Lead Profile? The Lead Profile page provides a centralized view of all information as...
Analytics
What Is Analytics? The Analytics section provides insights into a lead's property browsing behavi...
WEB Activity
What Is Web Activity? The Web Activity section allows you to view a lead's activity on your websi...
Notes
What Are Notes? Notes allow you to record important information, reminders, and updates associate...
Call Log
What Is Call Log? Call Log displays the call history for a specific lead, allowing Realtors to tr...
Listing Alerts
New Lisiting Alerts
What is a New Listing Alert? The New Listing Alert feature allows you to automatically notify lea...
Neighborhood Alert
What is a Neighbourhood Alert? The Neighbourhood Alert feature allows you to send sold listing al...
Open House Alert
What Is an Open House Alert? An Open House is a scheduled event where a property is made availabl...
Price Drop Alert
What is Price Drop Alert? The Price Drop Alert feature allows you to send listing alerts to your ...
Automation
Market Updates
What Are Market Updates? Market Updates help keep your leads informed about current real estate m...
Realestate News
What Are Real Estate Newsletters? Real Estate Newsletters help keep your leads informed with regu...
Action Plan
What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions ...
AI Listing Intelligence
What Is AI Listing Intelligence? AI Listing Intelligence is mainly used to track and understand l...
Lead Engagement Alert
What Are Lead Engagement Alerts? Lead Engagement Alerts help you stay informed about how your lea...
Sending Emails & SMS from the CRM
How to Send the Emails?
What Is the Send Email Feature? The Send Email feature allows you to send emails directly to lead...
How to Send the SMS?
What Is SMS Messaging? SMS Messaging allows you to communicate directly with leads from multiple...
How to Send Bulk Emails?
What Is Bulk Email? The Bulk Email feature allows you to send a single email to multiple leads at...
How to Send Bulk SMS?
Bulk SMS allows you to send a single SMS message to multiple leads at the same time, helping you ...
How to Schedule Emails & SMS?
AgentRoof CRM allows you to schedule SMS messages and emails to be sent at a later date and time....
Email and SMS Reports
What Are Email and SMS Reports? Email and SMS Reports provide a centralized view of all communica...
What is Inbox? How to Manage Emails & SMS from the Inbox?
What Is Inbox? The Inbox provides a centralized location for managing all email and SMS communica...
Tasks & Appointments in the CRM
What is a Task? How to Manage Tasks in the CRM?
What Is a Task? Tasks are used to schedule reminders for activities that need to be completed by ...
What is an Appointment? How Manage Appointments in the CRM?
What Is an Appointment? Appointments are used to schedule meetings, events, and other planned act...
CRM Calendar - Manage Tasks & Appointments from the Calendar
What Is the Calendar? The Calendar provides a centralized view of all scheduled tasks and appoint...
Email and SMS Templates
Email Marketing Guide
AgentRoof CRM Settings
Manage Tags
Tags help organize leads and make it easier to perform bulk actions on groups of leads. What Are ...
Managing Stages in AgentRoof CRM
What Are Stages? Stages help organize leads based on their current position in the sales process....
Manage Source
Sources help identify where your leads originate from, such as website inquiries, direct imports,...
Managing Signatures in AgentRoof CRM
What Are Signatures? Email signatures are predefined blocks of content that are automatically add...
Listing Settings
Listing Settings allows you to control how property listings are organized in the ...
Billing Portal
What is Billing Portal? The Billing Portal page will display your billing information, payment me...
How to Contact AgentRoof Support
AgentRoof Support can be contacted through multiple channels depending on your preference and the...
Profile Settings
Contact Details
What Are Contact Details? Contact Details store the Realtor's personal and business information u...
Password Reset
What Is the Forgot Password Feature? The Forgot Password feature allows users to reset their Agen...
Email Credits
What Are Email Credits? Email Credits determine the number of emails that can be sent from your A...
SMS Credits
What Are SMS Credits? SMS Credits determine the number of text messages that can be sent from you...
Integration
Integrating Zapier
AgentRoof Provides WebHook to connect your Zaps Using AgentRoof WebHook you can send data of ...
Integrating Third-party Landing Pages Via API
Overview AgentRoof CRM provides an API to integrate lead submissions from external websites or la...
Integrate Facebook Lead Ads
What is Facebook Lead Ads Integration? Facebook Lead Ads Integration allows you to connect your F...
Integrate Twilio SMS
Seamlessly connect your Twilio account to AgentRoof CRM to send and receive SMS directly. This in...
Brokerage
CRM Features of a brokerage user
My Realtors
What Is a Brokerage? A Brokerage account allows brokers to manage and collaborate with realtors w...
My Brokerage
What is My Brokerage? My Brokerage allows realtors to review and manage brokerage invitations sen...
Lead Sharing
What Is a Brokerage? A brokerage account allows brokers to manage realtors and distribute leads a...
Action Plan Sharing
What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions ...