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Latest News

Printing labels—a niche feature, but a big idea

Print address labels from Agent. Group Actions makes it easy, flexible, and quick. Read more

Feature Update: Custom Selections

Update • 28 Sep 2023

Apply a Group Action to just the contacts you select, rather than to everyone in the current search results. Read more

Behind the scenes upgrades

Update • 23 Aug 2023

An upgrade to Agent’s servers improve security and stability and will enable new features. Read more

Feature Update: Group Actions

Update • 23 Aug 2023

With Group Actions, you can update agendas for a group of contacts instead of one at a time. Read more

Feature Update: Dark mode, cool!

Update • 15 Feb 2023

Working on dark mode revealed what Agent was doing with color and why. Read more

Feature Update: Search by Outreach Group

Update • 3 Feb 2023

Filter your contacts by Outreach Group to show only those that need the next message. Read more

Agent Gets a Logo

Update • 6 Jan 2023

The journey to a new logo brought about a complete rebranding. Read more

Terms and Conditions Update

Update • 4 Jan 2023

We have published our Terms and Conditions. Read more

Importing Your Contacts: A Deep Dive

Update • 25 Oct 2022

A complete walk-through of how to import your contacts into Agent. Read more

Privacy Policy Update

Update • 2 Oct 2022

The Privacy Policy clarifies how Agent uses cookies. Read more

Feature Update: Import Wizard

Update • 20 Aug 2022

A new wizard makes importing your contact list into Agent easy and simple. Read more

Feature Update: Filter by Meeting History

Update • 22 May 2022

Agent now enables filtering of your contacts by their meeting history. Read more

Agendas and the Leaky Roof Problem

Article • 15 Apr 2022

“Why haven't you fixed the hole in your roof?” Bob asks his neighbor. “Well,” Jim answers, “when it’s sunny I never remember to, and when it’s raining I can’t!” Read more

Privacy Policy Update

Update • 12 Apr 2022

The Privacy Policy clarifies under what circumstances our developers may access users’ data. Read more

Agent is Born

Article • 1 Feb 2022

A year ago, I was leading the communications team for a startup and went looking for a cheap, flexible CRM we could use. Read more