Real Geeks Mobile CRM App - Overview

The Real Geeks CRM Mobile App gives you the ability to manage your business in real time, without being tied to your desk. Whether you're at a showing, open house, or between appointments, you can respond to leads, update your pipeline, and keep conversations moving forward directly from your phone.

Speed and consistency are two of the biggest drivers of conversion. The mobile app helps you stay responsive, organized, and in control of your leads no matter where your day takes you.

Manage Leads on the Go

The mobile app allows you to view, update, and organize your leads wherever you are so your pipeline stays accurate and actionable throughout the day.

From your phone, you can:

• View all leads and access detailed profiles
• Update Status, Timeframe, and Urgency
• Add new leads instantly when you meet someone in person
• Sort and filter leads to prioritize follow-up

For step-by-step instructions, see:

• Manage and Create Leads in the Mobile CRM App

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Communicate With Leads in Real Time

The CRM Mobile App keeps all your conversations in one place so you can respond quickly and maintain momentum with every lead.

From the Action Menu inside a lead profile, you can:

• Call, text, or email a lead
• Access pre-built message templates
• Send listings directly in a conversation
• View full communication history

Calls are placed through your phone’s native dialer, helping you build familiarity and increase response rates.

For detailed steps and examples, see:

• Communicate With Leads Through the CRM Mobile App

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Stay Consistent With Follow-Ups and Notes

Consistent follow-up is what turns conversations into closings. The mobile app makes it easy to capture details and set your next step immediately after every interaction.

You can:

• Create and manage Follow-Ups tied to each lead
• View Follow-Ups by Today, Upcoming, and Past Due
• Add time-stamped notes after calls or meetings
• Log activities so nothing gets missed

For full instructions, see:

• Add Notes and Follow-Ups in the CRM Mobile App

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Get Notified and Respond Faster

Speed to lead has a direct impact on conversion. The mobile app helps you respond quickly with real-time push notifications.

With notifications enabled, you can:

• Get alerted when a new lead is assigned
• Know when a lead messages you
• Stay updated on important activity in your database

You can customize notifications based on your preferences and role so you stay informed without being overwhelmed.

To customize your settings, see:

• Manage Notifications in the CRM Mobile App

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Keep Your Business Moving Without a Desktop

The CRM Mobile App is designed to support how agents actually work. Instead of waiting to get back to your computer, you can take action the moment it matters.

Using the app consistently helps you:

• Respond faster to new opportunities
• Stay organized with clear next steps
• Maintain consistent follow-up
• Build stronger relationships with better context

When you remove the delay between lead activity and your response, you create more conversations, stronger engagement, and more opportunities to convert.

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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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