82
75
Growth Score
-5 pts
Heat Score
13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Agent CRM streamlines lead capture, messaging, scheduling, pipelines, and calling with a sales and marketing automation platform.
- Alex Branning: President & Insurance Leads
About the Company
Agent CRM provides a CRM and marketing automation platform for sales teams and service professionals. The system organizes contacts and deals, captures leads from forms and landing pages, and tracks conversations across email, SMS, and calls. Features include drip campaigns, two‑way texting, appointment scheduling, pipeline management, calling
tools, and task automation. Funnel and page builders support lead capture, while integrations sync calendars, ad platforms, and third‑party tools for routing and reporting. Training materials, templates, and optional setup services support implementation and ongoing use.
