Optimizing Your CRM Profile

Table of Contents

Overview

Your CRM profile is the foundation of your Real Geeks system. Completing your profile ensures that your contact information is accurate, your leads receive professional communications, and your team can efficiently distribute leads. A fully completed profile enhances automation, making your CRM work smarter for you.

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Contact Details

Your contact details are essential for automated communication. The information entered here is used in Merge Fields, which automatically populate messages sent to leads, saving you time and ensuring accuracy.

Some fields, like your address information, are for internal use only, but it’s still important to complete them thoroughly. Providing accurate and complete details helps maintain professionalism in lead interactions and keeps your CRM running efficiently.

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Profile Image

Your profile image appears in various parts of the Real Geeks system and helps build trust with leads. A professional, high-quality photo gives your communications a personal touch, making your emails and messages feel more authentic and engaging.

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Round Robins

If you are part of a Round Robin lead distribution, your availability settings determine when you receive new leads. You can adjust your availability only if your site owner or admin (team leader) has given you permission.

Ensuring your status is correctly set prevents missed opportunities and keeps lead distribution running smoothly for your team.

For more details on Round Robin lead assignments, refer to our Lead Assignment Guide.

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Email Signature

Your email signature is automatically included in Property Update Emails sent from the CRM. This is a text-only field, meaning HTML formatting and images cannot be added.

For a customized signature with images, you can create an email template with your signature and apply it when sending manual emails to leads. This ensures consistency while maintaining Real Geeks’ automated email functionality.

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Inquiry Auto Responder

The Inquiry Auto Responder is a custom message that is automatically sent when a contact:

• Requests more information about a property
• Clicks the “Contact Us” button on your website

This message should be designed to buy you time while still providing a prompt response to the lead. The system notifies you when a new inquiry comes in, giving you time to review the lead’s profile and activity history before reaching out.

Example Auto Responder Message:

Subject:

Thanks for Reaching Out, {{FIRST_NAME}}!

Auto Responder Message

Hi {{FIRST_NAME}},

Thanks for your interest! I wanted to let you know that I’ve received your request and will be reaching out as soon as possible. In the meantime, feel free to browse available listings or let me know if there’s anything specific you’re looking for.

Looking forward to connecting soon!

 {{AGENT_EMAIL_SIGNATURE}}

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Notifications

Notifications allow you to customize how you receive alerts about lead activity. You can choose to be notified via:

• Primary Email
• Phone
• Alternate Email (set in the Contact Details section)

After downloading and logging into the Real Geeks CRM app, you can also personalize your app notifications to stay updated on the go.

To streamline the notification setup, Real Geeks offers a tiered-based system with pre-set notification preferences. However, agents can also use the custom feature to personalize their notifications based on their specific needs.

For more details on notification tiers and customization, refer to our Notification Preference Tiers Guide.

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