The Modern Agent’s Toolkit: Combining CRM, AI, and Budgeting Apps to Close More Deals
tech stacksalesSaaS

The Modern Agent’s Toolkit: Combining CRM, AI, and Budgeting Apps to Close More Deals

UUnknown
2026-02-22
9 min read
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A 2026 playbook for agents to combine CRM, AI, and Monarch Money to automate follow-ups and manage commissions for higher closes.

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#tech stack#sales#SaaS
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Senior editor and content strategist. Writing about technology, design, and the future of digital media. Follow along for deep dives into the industry's moving parts.

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2026-02-22T01:16:39.874Z