Communicate With Leads Through the CRM Mobile App

Staying connected to your leads is critical to conversion. The Real Geeks CRM Mobile App allows you to communicate, track activity, and manage follow-up directly from your phone. Whether you're between appointments or at a showing, you can keep conversations moving and ensure no lead slips through the cracks.

Download the Mobile app through the Apple App Store and the Android Google Play Store.

Table of Contents

• Access Communication Tools

• Use Text and Email Templates

• Send a Property in a Text or Email

• Frequently Asked Questions

• Need Help

• Related Articles

Access Communication Tools

The Action Menu inside the CRM Mobile App gives you fast access to all communication tools in one place.

To contact a lead:

1. Open the CRM Mobile App

2. Tap Leads

3. Select a lead

4. Tap the green Action Menu icon in the bottom-right corner
   
   

From the Action Menu, you can:

• Call the lead

• Send a text message

• Send an email

• Add a note

• Log an activity

• Create a Follow-Up

• Use Login as User

Calls placed through the app use your phone’s native dialer and your personal phone number. This helps you build familiarity and makes it easy for leads to return your call.

Best Practice:

• After every call attempt, you'll be automatically prompted to log the call details and set your next Follow-Up so nothing falls through the cracks

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Use Text and Email Templates

Templates help you respond quickly while keeping your messaging consistent and professional.

To send an email template:

1. Open the lead’s profile

2. Select the Action menu
   
   

3. Tap Email

4. Select the Templates icon
   
   

5. Choose your pre-created template

6. Tap Send

To send a Text template:

1. Open the lead’s profile

2. Select the Action menu
   
   

3. Tap Text

4. Select the + icon
   
   

5. Select Templates
   
   

6. Choose your pre-created template

7. Tap Send

You can also write a message manually whenever a personalized response is needed.

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Send a Property in a Text or Email

When a lead shows interest in a home, fast follow-up increases engagement. You can send property details directly within a conversation.

To send a property via text:

1. Open the lead’s profile

2. Select the Action Menu
   
   

3. Tap Text

4. Tap the + icon
   
   

5. Select Property
   
   

6. Enter the property address

7. Tap on the property you want to send

8. Send

To send a property via email:

1. Open the lead’s profile

2. Select the Action Menu
   
   

3. Tap Email

4. Tap the house icon
   
   

5. Enter the property address

6. Tap on the property you want to send

7. Send

This keeps the lead focused on listings that match their criteria and drives them back to your Real Geeks website.

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Frequently Asked Questions

• Do calls made through the app show my Real Geeks number?
  Calls use your device’s native dialer and your personal phone number.

• Can I create templates inside the mobile app?
  No. Templates must be created in the desktop CRM before they appear in the app.

• Are text messages and emails tracked in the lead’s profile?
  Yes. Communication activity is logged in the lead’s record for easy reference.

• Can I send multiple properties in one message?
  You can add properties individually within a text or email conversation.

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Need Help?

• Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)

• Email support@realgeeks.com

• Visit Real Geeks University for free video courses

• Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices

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Related Articles

• How to Set Up Saved Searches in the CRM

• How to Use Text and Email Templates in Real Geeks

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