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Stages help organize leads based on their current position in the sales process, making it easier to track progress and manage lead pipelines within AgentRoof CRM. Method 1: Assign Stages from the Leads Listing Page Steps Navigate to the CRM page. Select the ...

Lead merging allows you to consolidate duplicate or similar lead records into a single lead profile. This is useful when multiple lead records contain overlapping information and you want to maintain a cleaner and more organized CRM database. Steps Navigate ...

What Is a Brokerage? A Brokerage account allows brokers to manage and collaborate with realtors within AgentRoof CRM. Brokerages can manage their own leads, assign leads to realtors, and control how new leads are distributed among realtors. The My Realtors sec...

What is My Brokerage? My Brokerage allows realtors to review and manage brokerage invitations sent to their account. Through the My Brokerage page, realtors can: Review brokerage invitations View brokerage information Accept or reject brokerage requests ...

What Is a Brokerage? A brokerage account allows brokers to manage realtors and distribute leads among them. Lead Sharing enables brokers to transfer leads from the brokerage account to connected realtors. Once transferred, the lead becomes available in the rea...

What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions for assigned leads over a specified period of time. Action Plans help automate follow-up activities such as sending emails, sending SMS messages, adding tags, chan...

What Is the Forgot Password Feature? The Forgot Password feature allows users to reset their AgentRoof CRM password if they are unable to access their account. A password reset link will be sent to the registered email address associated with the account, allo...

What Are Email Credits? Email Credits determine the number of emails that can be sent from your AgentRoof CRM account. Each account is configured with a default monthly email credit allocation. If additional credits are required, they can be purchased separate...

What Are SMS Credits? SMS Credits determine the number of text messages that can be sent from your AgentRoof CRM account. Each account is configured with a default monthly SMS credit allocation. If additional credits are required, they can be purchased separat...

What Is the Send Email Feature? The Send Email feature allows you to send emails directly to leads from multiple locations within AgentRoof CRM. Emails can be sent using existing email templates or by modifying the content before sending. You can also choose a...

What Is SMS Messaging? SMS Messaging allows you to communicate directly with leads from multiple areas within AgentRoof CRM. You can send personalized text messages, use SMS templates, and insert merge fields to streamline lead communication and follow-up act...

What Is Bulk Email? The Bulk Email feature allows you to send a single email to multiple leads at the same time. Bulk emails help you communicate with multiple leads efficiently without sending individual emails one by one. They can be used to share updates, f...

Bulk SMS allows you to send a single SMS message to multiple leads at the same time, helping you communicate efficiently with groups of leads within AgentRoof CRM. There are two ways to send bulk SMS in AgentRoof CRM. Method 1: Send Bulk SMS from the CRM Page ...

AgentRoof CRM allows you to schedule SMS messages and emails to be sent at a later date and time. Scheduled communications help you plan outreach in advance and ensure messages are delivered at the appropriate time. You can also view and manage all scheduled c...

What Are Email and SMS Reports? Email and SMS Reports provide a centralized view of all communication activities performed within AgentRoof CRM. These reports help you monitor message delivery, track recipient engagement, and identify potential delivery issues...

What Is Inbox? The Inbox provides a centralized location for managing all email and SMS communications with leads. From the Inbox, you can: View incoming emails and SMS messages from leads. View sent emails and SMS messages. View scheduled emails and SMS...