Let me first say I really hoped that…
Let me start by saying that I genuinely hoped this CRM would work for my agency. A CRM is supposed to reduce workload through automation, data management, marketing tools, and streamlined operations. Unfortunately, my experience with Agent CRM was expensive, time‑consuming, and frustrating.
My biggest issue was the lack of effective tech support. From what I understand, there are two types of support: the basic support included with the monthly subscription, and a paid support option that costs roughly three times the monthly fee. On top of the subscription, there are additional charges for bulk email campaigns, SMS messaging, phone calls, automations, and possibly more. In reality, the true cost is significantly higher if you use the features advertised.
The included subscription Tech Support has three private/individual option; and AI chat which ok for simple non complicated issues. the second is submitting an email ticket which I found to hiss or miss if they replied, often they would try to sell my on paid tech support which was very expensive in my opinion.
Lastly a 10‑minute Zoom session – Realistically, it’s about 7–8 minutes once you log in and explain the issue. That’s barely enough time to begin diagnosing a problem before the call ends. If the issue isn’t resolved, you must schedule another session, often a week out. For a business, that delay is simply unworkable.
I found myself spending more time trying to get the system functioning than actually growing my agency. In my experience, it did the opposite of what was advertised.
I canceled my subscription about five days before the next billing cycle. What I didn’t know was that cancellation immediately locked me out of my records with no warning and i forfeited any credit I may have had for the purchased extras. I expected access until the end of the billing period, but that wasn’t the case.
To be fair, the support agents I spoke with were polite and courteous, though at times there were language barriers or significant background noise from the call center. There may be features in the CRM that I never got to use simply because I couldn’t get the system fully operational — and I refuse to pay extra for support that I believe should be included.
I attempted to resolve these issues multiple times and was repeatedly told they were hiring more staff. After hearing that for several weeks with no improvement — and seeing no available Zoom appointments for the rest of the month — I decided it was time to move on.
Compared to other subscriptions I use, many of which are less expensive and far more complex, their support is significantly better. I can speak to someone by phone, chat, or Zoom without time limits. That’s the level of support I expect when running a business.
Perhaps others may have a different experience, but this was mine.