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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...

What Is a Task? Tasks are used to schedule reminders for activities that need to be completed by the realtor. They help ensure important lead-related actions such as follow-ups, calls, emails, open houses, thank-you messages, and other activities are completed...

What Is an Appointment? Appointments are used to schedule meetings, events, and other planned activities with leads. They help realtors organize their schedule, keep track of upcoming engagements, and receive reminders for important meetings and events. Appoin...

What Is the Calendar? The Calendar provides a centralized view of all scheduled tasks and appointments. It allows you to create, view, and manage tasks and appointments based on their scheduled date and time. Calendar Views Navigate to Calendar. The Calendar ...

What Is the Timeline Page? The Timeline page provides a centralized view of all activities, communications, and interactions associated with a specific lead. It allows you to review lead engagement history and quickly perform common actions without leaving the...

What Is the Lead Profile? The Lead Profile page provides a centralized view of all information associated with a specific lead. It allows you to manage lead details, monitor alerts, action plans, task and appointments organize files The Lead Profile helps you ...

What Is Analytics? The Analytics section provides insights into a lead's property browsing behavior and interests. It helps you understand the types of properties a lead has viewed, their preferred locations, property categories, and building types based on th...