Recently Updated Pages
My Brokerage
What is My Brokerage? My Brokerage allows realtors to review and manage brokerage invitations sen...
Email Credits
What Are Email Credits? Email Credits determine the number of emails that can be sent from your A...
Notes
What Are Notes? Notes allow you to record important information, reminders, and updates associate...
How to Send the SMS?
What Is SMS Messaging? SMS Messaging allows you to communicate directly with leads from multiple...
Password Reset
What Is the Forgot Password Feature? The Forgot Password feature allows users to reset their Agen...
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...
Lead Profile
What Is the Lead Profile? The Lead Profile page provides a centralized view of all information as...
Timeline
What Is the Timeline Page? The Timeline page provides a centralized view of all activities, commu...
New Lisiting Alerts
What is a New Listing Alert? The New Listing Alert feature allows you to automatically notify lea...
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 ...
How to Send the Emails?
What Is the Send Email Feature? The Send Email feature allows you to send emails directly to lead...
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...
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...
Price Drop Alert
What is Price Drop Alert? The Price Drop Alert feature allows you to send listing alerts to your ...
Neighborhood Alert
What is a Neighbourhood Alert? The Neighbourhood Alert feature allows you to send sold listing al...
How to Send Bulk Emails?
What Is Bulk Email? The Bulk Email feature allows you to send a single email to multiple leads at...
SMS Credits
What Are SMS Credits? SMS Credits determine the number of text messages that can be sent from you...
Lead Sharing
What Is a Brokerage? A brokerage account allows brokers to manage realtors and distribute leads a...