CRM Best Practices and Future Roadmap
Session Recap
This month’s Ask Us Anything session with Real Geeks featured discussions led by Crystal from the training team and Chuck from product management. Participants received updates on CRM enhancements, upcoming features, and strategies to maximize Real Geeks capabilities.
Chuck emphasized the company’s commitment to modernizing the CRM, enhancing lead workflows, and integrating AI technologies for better lead engagement. He previewed the product roadmap, highlighting improved workflow triggers, upgraded email functionalities, and new AI-driven insights.
Crystal shared best practices for workflows, lead filtering, and customizing automated communications to avoid overwhelming prospects. She addressed user questions about Estate IQ, workflow setup, and CRM app functionality.
Participants actively engaged in optimizing their Real Geeks configurations and understanding system updates to enhance lead conversion.
Important Links
✅ Enhanced Workflow Feature – Automate follow-ups and task sequences to streamline lead management.
✅ Reactive Text Responses – Engage leads instantly with smart, pre-set text responses.
✅ Adjusting Saved Search Frequency – Customize how often leads receive property updates based on their activity.
✅ Estate IQ – Property Valuation Tool – Provide sellers with accurate home value estimates to build trust.
✅ Lead Filters to Identify Leads Faster – Quickly sort and prioritize leads to focus on high-potential prospects.