Smart CRM for working agents
Today’s follow-up, in order.
Start with new leads, clear what is due, check the hot ones before they cool off, and catch the dates that matter this week.
Call list for today
Built from your pipeline, open tasks, lead heat, and this week’s birthdays and closing anniversaries.
Pipeline
Every lead, one board.
Move people forward as the conversation changes. Values are your own estimates, only if you choose to add them.
Total pipeline estimate$0
Leads
Find anyone fast.
Search the book, filter it down, import a list, or export everything you own.
Import leads from CSV
Use a file or paste CSV below. The first row should name the columns. At minimum, include name plus phone or email. Recognized columns include name, phone, email, source, stage, rating, tags, address, closing date, birthday, value, and notes.
Backup & restore
Download a backup file of everything in AgentCRM on this device, or restore from a backup file you downloaded earlier. Restoring replaces the leads on this device with the ones in the file — a file that is not a valid AgentCRM backup changes nothing.
Smart Campaigns
A plan for every kind of lead.
Enroll someone and AgentCRM creates the touch tasks with dates and copy-and-send scripts. It never sends messages for you.
Active enrollments
Pick up the next touch, copy the words, send it yourself, then mark it complete.
Gone Quiet
The rescue list.
Limits are simple: New 2 days, Working 14, Hot 7, Nurture 45. Other stages use plain check-in limits shown on each card.
The Game
Score the day.
Tap a play when you do it. 100 points is a full day.
🔥 5+ day streak — new plays earn +10%.
Year goals
Set your own. Progress counts this calendar year.
Today’s plays
Logged today, newest first.
Open-house guest sign-ins count 5 points each — log them here for now; they’ll count themselves when AgentOS accounts arrive.
New lead
Add a lead
🔴 LIVE SPEAKER SESSIONS
Next: Jeff Glover — Mon, Oct 26 · 2:00 PM CT — Live agent Q&A