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Integrate Twilio Call
Integrate Twilio SMS
Seamlessly connect your Twilio account to AgentRoof CRM to send and receive SMS directly. This in...
Lead Engagement Alert
What Are Lead Engagement Alerts? Lead Engagement Alerts help you stay informed about how your lea...
AI Listing Intelligence
What Is AI Listing Intelligence? AI Listing Intelligence is mainly used to track and understand l...
Listing Settings
Listing Settings allows you to control how property listings are organized in the ...
Contact Details
What Are Contact Details? Contact Details store the Realtor's personal and business information u...
WEB Activity
What Is Web Activity? The Web Activity section allows you to view a lead's activity on your websi...
Analytics
What Is Analytics? The Analytics section provides insights into a lead's property browsing behavi...
Call Log
What Is Call Log? Call Log displays the call history for a specific lead, allowing Realtors to tr...
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 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 Delete a lead in AgentRoof CRM?
What Happens When a Lead Is Deleted? Deleting a lead removes the lead from the active CRM records...
SMS templates
What Are SMS Templates? SMS Templates allow you to create reusable text message content that can ...
Action Plan
What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions ...
How to Filter all Leads?
Lead filtering helps you quickly narrow down your lead list and focus on specific groups of leads...
How to merge two leads in AgentRoof CRM?
Lead merging allows you to consolidate duplicate or similar lead records into a single lead profi...
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 assign Tags to Leads?
Tags help organize leads based on shared characteristics and make it easier to perform bulk actio...
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 select lead?
Selecting leads allows you to perform actions on one or more leads at the same time. Once selecte...