Real Geeks Mobile CRM: Manage Leads from Your Phone

The Real Geeks mobile Lead Manager app puts the full power of your Lead Manager in the palm of your hand. It is designed for agents who are constantly on the move but still need to respond quickly, manage conversations, and stay on top of their leads. With real-time notifications and mobile-first tools, you can keep deals moving forward without being tied to your desk.

Download the App

• Apple App Store

• Google Play Store

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Manage Leads on the Go

Manage your leads from anywhere using the mobile app. You can view lead profiles, update statuses, add notes, and keep your Lead Manager organized while you are out in the field.

With the mobile app, you can:

• View all leads in your Lead Manager

• Update lead status, urgency, and timeframe

• Add notes after calls or meetings

• Log activities so nothing falls through the cracks

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Respond to Leads Faster

Remain responsive to lead activity with real-time push notifications that alert you the moment a lead takes action or sends a message.

Using the mobile app, you can:

• Receive instant notifications for new leads

• Reply to text and email messages in real time

• Continue conversations without logging into a desktop

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Use Message Templates

Message templates help you communicate efficiently while maintaining consistency, making it easy to send professional messages quickly even when you are busy.

From the mobile app, you can:

• Access your existing CRM Templates

• Send pre-written messages with merge fields

• Save time while maintaining a personal touch

To send a message template from the mobile app:

1. Open the lead’s profile in the CRM app

2. Tap the Actions button

3. Choose Text Message or Email

4. Select a template from your available message templates
   
   

5. Edit the message if needed, then send

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Assign and Manage Workflows

Keep leads enrolled in the right follow-up campaigns directly from your phone so automated follow-up continues even when you are away from your computer.

With the mobile app, you can:

• Assign leads to workflows

• Remove leads from workflows

• Keep automation running without interruption

To assign a workflow to a lead from the mobile app:

1. Open the lead’s profile in the CRM app

2. Tap Info

3. Scroll to the Workflow section
   
   

4. Tap Add

5. Select an active workflow from your list

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Customize Notifications

Notification controls let you choose what matters most so you stay informed without feeling overwhelmed and never miss an important lead action.

Notification options allow you to:

• Control alerts for new leads

• Get notified when leads message you

• Stay aware of key activity in your Lead Manager

To customize notifications in the mobile app:

1. Open the CRM app

2. Tap Settings

3. Select Notifications
   
   
   

4. Enable push notifications

5. Choose which lead activities you want to receive alerts for

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Send Video Messages and Log Activity

Mobile-friendly communication tools help you build stronger connections through video messages and quick activity logging for personal follow-up on the go.

Using the app, you can:

• Record and send video messages

• Log calls, texts, and meetings

• Keep your activity history complete and accurate

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Sync Leads to Your Phone Contacts

Save Lead Manager contacts directly to your phone so their information is always available when you need it.

This feature helps you:

• Access lead contact details outside the app

• Recognize incoming calls from saved leads

• Stay organized across devices

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Share Property Information Instantly

Share listings quickly while texting a lead by sending property details without switching tools.

From the mobile app, you can:

• Send listing details directly in a text message

• Search by MLS number or Property Address

To send property information from the mobile app:

1. Open the lead’s profile in the CRM app

2. Tap the Actions button

3. Select Text Message

4. In the message field, tap the plus (+) icon

5. Select Property
   
   
   

6. Search by address or enter the MLS number

7. Select the property you want to share and send the message

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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

• Manage Push Notifications in the CRM Mobile App

• Manage and Create Leads in the Mobile CRM App

• Communicate With Leads Through the CRM Mobile App

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