August 2021
- NEW! Real Geeks has made it easier to get around with a new navigation.
- An activity is logged when a user watches a video message sent out of real geeks.
- Various Bug fixes and improvements.
- CRM App:
- Added the ability to insert/attach media when composing emails.
- Added the ability to swipe to the next/previous lead details via the screen header.
- Automatically add signature when sending emails.
- Added release notes, Coaching Videos, Webinars and Keeping it real in the Settings/Help screen.
- Added support for Chat in Conversations.
- Added ability to edit email after selecting a template.
- Added rich text editing when composing emails.
- Added ability to share leads.
July 2021
- NEW! Geek AI Assistant is here to qualify for your leads while you close deals!
- Various improvements to enhance page load speed across all templates.
- Users can now select multiple values when filtering leads.
- Assigned Agent
- Assigned Lender
- Urgency
- CRM APP:
- Changed default activity filter to “All Activities” from “All Communications”
- Can update “bad” email
- Select text within activities to share/copy
- Multitaskers won’t lose draft messages
- Various bug fixes and updates.
June 2021
- NEW! Anna the new site template is available for new customers (home page, content pages and team pages)
- Search results page updated for Anna
- Users can now select multiple values when filtering leads.
- Status
- Property type
- Tags
- Added new activity type for “Texted” for CRM
- CRM APP
- Added Tags
- Added ability to switch between sites without logging out
- Added Ponds
- Added support for larger font sizes
- Various bug fixes and updates.
May 2021
- NEW! Real Geeks CRM App for ANDROID is here!
- NEW! Onboarding experience for new CRM users
- Added Important Dates to CRM App
- Streamlined Log Activity screens in CRM App
- Various bug fixes and upgrades
Apr 2021
- NEW! Real Geeks Video Messaging is now available for all users!
- Various bug fixes and upgrades
Mar 2021
- NEW! Real Geeks CRM App for IOS live in the app store!
- GeekAI: Assistant is now in limited Beta.
- Various bug fixes and upgrades
Feb 2021
- Real Geeks CRM App for IOS is available for Beta testing.
- New Onboarding experience for the Facebook Marketing Tool.
- Resolved issue with case-matching for email addresses across system.
- Resolved issues related to text messaging.
- Various bug fixes and upgrades
Jan 2021
- Added SMS support for Video feature and increased file size.
- Resolved issue when removing a user with lead assignments.
- Admins can now add multiple sources without refreshing the page.
Dec 2020
- NEW CRM Feature: Custom Round Robins
- Added ability to record video from browser in Lead manager CRM
- New sign up form experience for new users or existing users upgrading their service.
Nov 2020
- Fixed issue with Ponds when multiple people claim a lead at the same time.
- Various updates to video email & SMS based on beta feedback.
- Various bug fixes and upgrades
- Added Optimizations to type-ahead search feature for websites.
Oct 2020
- NEW Type Ahead search feature for Real Geeks websites!
- Update Lead Pond notifications.
- Added advanced lead filter for ponds
- Fixed issues with Video email and SMS based on feedback
- FIxed issue that cause profile image merge field in drip to malfunction.
Sept 2020
- Video Email is now in Beta
- Added view to Postcards to easily see saved postcard templates
- Various bug fixes and upgrades
Aug 2020
- Lead API now accepts Tags
- Fixes issues with Lead ponds and claiming leads
- Resolved issue with email sync and html formatted emails
- Updated setup checklist for new users.
July 2020
- Resolved issue with email sync and html formatted emails
- Added ability to create custom lead ponds
- Various bug fixes and upgrades
June 2020
- CRM Lead Pond feature is now available for beta testing! Sign up as a volunteer here
- MoveTo v1.22.6 released to App Store and Google Play. Update includes changes to price slider and search results in the list view
- You can now reassign leads and follow-ups when deleting a user from your CRM
- Resolved issue preventing the bulk lead import tool from accepting .XLSX files
May 2020
- Login As User button in the CRM has been moved to accommodate for upcoming features
- Website setup wizard now creates area market reports and adds homepage listings
- Realgeeks.com now includes a link to login to your account
- Improved data pulling process from BrightMLS to improve the speed of new listing updates
April 2020
- CRM texting setup is easier than ever with our new setup wizard. Check it out here!
- Websites now include “Schedule Virtual Tour” feature (this must be enabled in your website backend)
- MoveTo v1.22.4 released to App Store and Google Play
- Phone number now required when adding a new user to Lead Manager
- Lead Manager’s Lead Assignment page has been revamped to be easier to use
March 2020
- Chat setup is easier than ever with our new setup wizard! Check it out here!
- Contact Us form now auto-populates the property address in the comments box
- Website Backend now includes 9 new stock videos for your website header
- Chat office hours now allows you to select your available days
- Property Display Search Options now uses a dropdown instead of the text box for “number of properties”
February 2020
- Real Geeks Postcards
- Super Saved Searches can now be refined without losing criteria
- Drip now comes pre-loaded with a recommended eBlast template
- Bulk import now includes a Secondary Contact Address option
- Drip now includes Lead Phone Number merge field
- Agent activity no longer updates “Last Active Date” in CRM
- Save this Search button is now visible on the mobile version of map search
- Lead Capture Via Chat is now called Chat with Potential Leads
January 2020
- MoveTo for Android
- Websites now have Lead Capture via Chat! Check it out here!
- Live Chat now supports sending and receiving emojis
- Website filebrowser now supports HTML files
- You can now add a profile picture to your Lead Manager profile
- Live Chat now automatically suggests responses to lead activity and messages
December 2019
- Lead Manager now has agent profile pictures
- You can now chat with website visitors before they sign up
- Facebook Ad Tool now helps you verify your domain with Facebook
- Website Admin “History” feature is now called the “Versions” feature
- Lead Manager now creates reoccurring follow-ups for important dates
November 2019
- MoveTo for Android is now available for beta testing!
- The Lead Manager now includes a template library! Check it out here!
- Improved city targeting dropdown on Real Geeks Facebook Ad Tool
- You can now automatically import leads exported from the Lead Manager
- Added notice regarding how much adding a new user will cost monthly
- Resolved saving issue with Live Chat office hours
October 2019
- Real Geeks Live Chat
- PieSync integration is now live! Learn more about that here!
- Websites now have the ability to revert changes
- Facebook Ad Tool now supports custom audiences
- Merge fields can now be used instantly when texting your leads
- The SMS (texting) icon in the Lead Manager has been updated to lessen confusion between opening a chat and text
- Fixed issue where numbers were being marked as bad when adding a number to a lead that didn’t previously have a number
- Fixed issue on MoveTo where “reset filters” button was not working for certain filters
September 2019
- Webinars can now be accessed through the waffle menu (nine black dots)
- Lender can be assigned when a lead is created via a Third-Party integration (such as PieSync or Zapier)
- Ad Targeting can be done within the Facebook Ad Tool
August 2019
- Website Admin now includes a “Tooltip” feature. This is located to the right of the Change button and provides you with more information about each section
- Lead Manager user interface no longer cuts Auto Responder Texts short
- Single Search Lead Ad now correctly sets the Saved Search criteria
- Improved lead activity search filters in the Lead Manager
July 2019
- Updated Docs Homepage
- Launched Real Geeks Email Sync for Lead Manager to replace Context.io
- New Conversation-Style Texting in the Lead Manager
- Lenders can now utilize texting features
- Real Geeks Facebook Ad Tool can now create Instagram Ads
- MoveTo App now has additional company branding