.png?width=500&height=146&name=Real%20Geeks%20Primary%20Logo%20Black%20(3).png)
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
- Use Bulk Actions to Update Multiple Leads
- Show Your Active Buyers List to Sellers
- Identify Potential Seller Leads in the CRM
- Find and Organize Leads with Advanced Filters in the CRM
- Organize and Find Leads Using Tags in the CRM
- Bulk Upload Contacts Into Your CRM
- Why a Lead Is Marked as “New” and How to Remove It
- Export Leads From Your CRM to a Spreadsheet
- Best Practices for Managing Bad or Missing Contact Info in Real Geeks
CRM Settings & Customization
- Manage Lead Notifications in Your CRM
- 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 Activities 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
- Real Geeks Dialer: Call Leads from 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)
- Show Sold Listings and Send Sold Update Emails
- Complete Guide to CRM Text Messaging
- Send Custom Postcards to Leads Through Real Geeks
- Create and Use Email Templates in Your CRM
- Understand Lead Opt-Out Types in Your CRM
- Set Up Custom SMTP for Sending Email Through the CRM
- Real Geeks Automatic Email Overview
- 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
- Set Up Live Chat Templates to Engage Leads Faster
- 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 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