A CRM functions akin to a digital address book, facilitating the organization of your interactions with leads, clients, allies, and suppliers. When utilized efficiently, it becomes a valuable tool for tracking metrics and ensuring that no conversations with leads are overlooked or forgotten. Leveraging a CRM offers several advantages, enabling you to:Close more dealsMonitor your clients and projectsPrevent oversight of lead conversationsManage your sales pipelineExecute and oversee marketing campaignsStreamline various business processes

Agently comes with templated ads for Facebook, Linkden, Tik Tok and Google that have been tested to produce low cost high converting leads..

A CRM system provides a comprehensive overview of your customers, consolidating all relevant information into a single, user-friendly dashboard. This centralized platform reveals a customer’s historical interactions with your business, order status, service issues, and more.

Furthermore, the system allows automated outreach to your new or existing leads to cultivate and nurture prospects into sales.

Agently CRM software is a subscription-based service designed to assist business owners in efficient business management and growth. It empowers you to seamlessly operate your business and excel in delivering outstanding outcomes for your clients. Here’s a concise overview of the capabilities of Agently CRM software:Develop swift and effective sales funnels or use our pre-made templatesCreate websites and connect a domain – it also functions as a website builderDesign attractive landing pages for your offerings or use templatesManage client relationships and track projects effectively with the CRMSkillfully handle inbound or outbound callsCreate, sell, and manage online courses and membership programsAutomate impactful email marketing campaignsEffortlessly connect with prospects through SMS marketing

Certainly, we are more than capable of assisting you in transferring your business data from your existing CRM to Agently CRM.

Design compelling landing pages and websites effortlessly using Agently web builder. Seamlessly integrate them into your sales funnel and duplicate them for new clients within the same niche. Creating websites has never been easier, whether you’re customizing an existing template or starting from scratch.

Efficient management demands transparent metrics. When scaling your business, daily responsibilities can sidetrack you from the overarching vision. It’s crucial to have a method for monitoring and allocating your time and finances to guarantee they align with the best interests. This is precisely where a CRM (customer relationship management) tool excels.

Agently CRM consolidates the strengths of ClickFunnels, Unbounce, LeadPages, and various other tools into an effortlessly navigable platform. It equips you with all the essential tools to construct impactful online sales funnels. Whether you’re engaging in A/B testing, leveraging advanced analytics, designing landing pages, or creating lead magnets, Agently provides a comprehensive solution for all Insurance Agents and Agencies.

Agently replaces dozens of tools, including ClickFunnels, Mailchimp, Teachable, Kajabi, Skool, Docusign ActiveCampaign, Pipeline, Kartra, Calendly, Hubspot, Salesforce, Woodpecker, and much more.

Agently provides an all-in-one marketing solution by combining different software and tools including ad creation to aid marketing agencies and business owners in customer relationship management. Agently enables you to effectively manage all facets of your clients’ businesses, including sales funnels, lead tracking, outreach via calls and SMS, and the seamless organization of follow-ups and meetings.

Certainly, we provide a complimentary 14-day trial. Throughout this trial period, you will enjoy full access to all features and functionalities of Agently. If needed, you can cancel at any time.