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CRM
Tips, guides, and troubleshooting to help run your business with the Real Geeks CRM
Lead Management
- Import Your Google Contacts into the CRM
- Understand Your CRM Dashboard and Real-Time Lead Feed
- How to Delete a Lead in the Real Geeks CRM
- How to Assign Leads in Bulk
- Use Bulk Actions to Update Multiple Leads
- Show Your Active Buyers List to Sellers
- What Are Address Only Leads in the Real Geeks CRM?
- CRM Filters: Organize Contacts and Prioritize Follow-Up Faster
- Organize and Find Leads Using Tags in the CRM
- Import Leads in Bulk to Your CRM
- New Lead Flag in the Real Geeks Lead Manager
- Export Leads From Your CRM to a Spreadsheet
- Managing Leads with Bad or Missing Contact Information
CRM Settings & Customization
- Manage Lead Notifications in Your CRM
- CRM Email Signature Overview
- Marketing Lead Source Improvements in the Lead Manager
- Connect External Tools and CRMs to Real Geeks
- Set Up Your CRM Profile Page
- Build Custom Settings for Organizing Leads
- CRM Settings Overview: Personalize Your Lead Manager
- View and Manage Follow Ups with the CRM Calendar
- Connect Realtor.com Leads to Your CRM
- Connect Agent Assistant to Real Geeks
- Connect Smart Alto to Real Geeks
- Connect Riley Concierge to Your Real Geeks CRM
Communication
- Send an Automatic Text When A Leads Signs Up On Your Website
- The Real Geeks Dialer: Call Leads from Your CRM
- How to Add Phone Numbers to a Contacs in Your CRM
- How to Connect Your Email to the Real Geeks CRM
- Use Email, Text, and Chat Templates in Your CRM
- Follow SMS Compliance Rules for Automated Texting
- Register Your Local Texting Number in Real Geeks (A2P 10DLC)
- How to Set Up a Sold Saved Search for a Lead
- Complete Guide to Texting Through the Real Geeks CRM
- Send Custom Postcards to Leads Through Real Geeks
- Create and Use Email Templates in Your CRM
- Understanding Lead Opt-Out Settings in the Lead Manager
- How to Set Up Other SMTP Email in Real Geeks
- Send Agreements to Clients with Real Geeks (Skyslope)
- Use Text Templates to Message Leads Faster
- Record and Send Video Messages in Your CRM
- Personalize Your Messages in the CRM Using Merge Fields
- Real Geeks Email Inbox Overview
- Connect Your Yahoo or AOL Email to the Real Geeks CRM
- Live Chat Templates in Real Geeks CRM
- Talk to Leads While They Browse Your Website Using Live Chat
- TCPA Texting & Calling Rules: What Real Geeks Users Need to Know
Lead Nurturing & Automation
- Send Property Update Emails with Saved Searches
- Automate Texting and Qualify Leads with Geek AI
- Share Local Market Activity with Automated Market Reports
- Reactive Responses: Automated Texts Based on Website Activity
- Create Advanced MLS Searches Using Super Saved Search
- Automate Property Updates with Saved Searches & Market Reports
- Texting Best Practices to Ensure Your Messages Reach Leads
Team Management
- Forced Registration: Assign Leads to Specific Agents
- Assign Leads by Area Automatically (Geographic Round Robin)
- Real Geeks Lead Assignment Overview
- View Agent Stats and Performance in Your CRM
- Add New Users to Your CRM
- View Your Agent's Activity in Your CRM
- How Admins Can Access an Agent's Account
- Use Lead Ponds to Share and Reassign Leads
- Add and Manage Lenders in Your CRM