Your Real Geeks CRM: What’s Ready and What’s Left to Do

Welcome to your Real Geeks CRM! We’ve already set up many of the key tools you’ll need to get started, including contact imports, a ready-to-send welcome email, recommended notifications, lead routing, and follow-up workflows.

This guide is your simple checklist to help you understand what’s already in place and what steps are left to review. After this guide, you’ll have everything you need to start using your CRM with confidence and stay connected with your leads from day one.

Table of Contents

This article includes the following sections:

• What We’ve Set Up for You

• What You’ll Need to Do

• Recommended First Tasks

• Need More Help?

What We’ve Set Up for You

We’ve already handled most of the setup so you can hit the ground running. These tools are ready to use the moment you log in and are designed to help you connect with contacts, stay organized, and start generating business fast. You can use everything as is, or customize it anytime to fit your preferences.

1. Your Contacts Uploaded
   We can import your existing contacts, including past clients, friends, family, and more, so you can start reconnecting right away. You can review your imported contacts on your Leads page.

2. Welcome Email Template Added
   You’ll find a ready-to-send “Welcome” email that introduces your new real estate website. You can view or edit this template in your CRM Email Templates page.

3. Recommended Notifications
   We’ve set up recommended notifications for you. Just double-check that they fit your preferences and adjust as needed in your CRM Notifications page.

4. Live Chat Turned On
   Visitors can message you directly through your website chat during your local office hours. You can review your setup in your Live Chat settings.

5. Team Members Added
   If you’re part of a team, your teammates are already added and their agent pages are live. You can review or manage users in your CRM User Management page.

6. Lead Assignment (Round Robin)
   New leads are shared evenly across your team so no one is overlooked. You can review or adjust your lead routing in your Lead Assignment settings.

7. Ready-to-Use Workflows
   Automated follow-up messages and reminders are already in place to help you stay consistent and connected with every lead. You can review or customize these in your automated Workflows page in the CRM.

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What You’ll Need to Do

There’s not much left for you to handle, just a few quick steps that involve your personal login details or preferences. These make sure your CRM is fully connected, personalized, and ready to help you start strong.

1. Connect your email
   Connect your email to the Lead Manager to send and receive messages in the system. If you use a domain email, contact Support to keep your messages delivering correctly. You can set this up in your Email Integration settings.

2. Review your notifications
   Make sure your notifications are turned on and adjust them to match your preferences. You can do this from your Notifications page.

3. Check your profile
   Verify your contact information, upload a photo, and add an email signature so all your communication looks professional. You can make these updates in your Agent Profile page.

4. Add your team (if needed)
   If you have agents, lenders, or admins working with you, confirm that they can log in and have their profiles set up. You can review or add users in your CRM User Management page.

5. Optional: Connect other tools
   You can link platforms like Zillow or Realtor.com anytime if you’d like all your leads in one place. You can manage these connections from your CRM Integrations page.

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Recommended First Tasks

• Log in to the CRM
  Go to your Real Geeks CRM Dashboard, log in, and bookmark the page for easy daily access.

• Check your Leads list
  View the contacts that have been imported into your database, or start adding your own leads so you have people to send to your website. You can do this from your Leads page.

• Connect your email
  Connect your email to the Lead Manager to send and receive messages in the system. If you use a domain email, contact Support to keep your messages delivering correctly. You can set this up in your Email Integration settings.

• Review your notifications
  We’ve set up recommended notifications for you. Just double-check that they work for your needs and personalize them if you’d like. You can review these in your CRM Notifications page.

• Download the Real Geeks mobile app
  Manage your leads, send messages, and get notifications while you’re on the go (available in the Apple App Store and Google Play Store).

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Need More Help?

• Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
• Email support@realgeeks.com
• View our Live Events page for free coaching and training.
• Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices

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