Keeping your client information organized is key to building strong relationships and closing more deals. With Agent AI, it’s easy to keep everything in one place and accessible when you need it. Here are five tips to help you stay organized:

1. Use Custom Fields to Capture Key Details

Every client is unique, so use custom fields in Agent AI to track what matters most such as policy details, family information, or client preferences.

2. Tag Your Contacts for Easy Sorting

Use tags to group contacts by lead source, relationship stage, or product interest. This makes it simple to find the right clients at the right time.

3. Keep a Complete History

With Agent AI, every call, email, and SMS is automatically logged into your contact’s profile, so you always have the full picture of your relationship.

4. Update Contact Info Automatically

No more manual updates, Agent AI automatically adds new information to contact profiles when you make a call or send an email.

5. Review and Clean Up Regularly

Keep your contact list clean by reviewing and updating your profiles regularly, removing outdated information and contacts.

Stay organized and manage your contacts with ease using Agent AI. Try it for FREE today.