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  1. ZipperAgent
  2. ZipperAgent CRM

ZipperAgent CRM

Upgrade

  • Self Subscription Guide

Lead Management

  • Auto Lead Follow Up: Rules
  • How to Use Z-Drive
  • Lead Capture
  • Lead Notifications
  • Lead Reassignment
  • Lead Sources

Contacts

  • Maximizing Your Reach: A Guide to Strategic Marketing with ZipperAgent
  • Mastering The Contact List Page
  • Lead Routing
  • Contact Details Page
  • How to Export Contacts
  • Assignment vs. Ownership
See all 12 articles

Opportunities & Pipeline Management

  • HOW TO CREATE DEALS
  • Buyer Opportunities
  • Listings for Sale Opportunities
  • Rental Opportunities

Communication Management

  • From Draft To Done: How To Post Blogs!
  • 💧 Your Guide to Client Engagement with Drip Campaigns
  • 🏡 Your Guide to Property Alerts: Stay Top of Mind & Close More Deals
  • A Guide to Using ZipperAgent's Email Templates
  • 🧭 Your Guide to Effortless Social Media Scheduling. Save time. Stay consistent. Grow your brand all within your CRM.
  • Emails
See all 8 articles

Campaigns

  • Step-by-step guide on how to use the Zipper CoPilot
  • 📧 How To Build Email Campaigns: Save Time and Nurture Leads
  • SMS/Text Best Practice

Workflow

  • How to Create a Workflow

Integrations

  • Visualizing Your Productivity: How to Use the ZipperAgent Calendar View
  • How to Connect Your CRM to Facebook Ads (Step-by-Step)
  • How to integrate your Social Media accounts into your ZipperAgent CRM!
  • Zapier Integration Guide
  • ZA - ZHQ Integration Guide
  • How to sync Gmail Calendar with ZipperAgent
See all 7 articles

Mobile App

  • Dashboard
  • Download the Mobile App
  • Notification Set Up
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