Product Updates & Changelog

July 2022

• CRM/Lead Manager

• • We’ve made it easier for admins to find Permissions for Drip, the website backend editor, and Facebook Tool through new links on each user’s profile page in the CRM
  • CRM users can now deselect any active Saved Advanced Filter by clicking on it again
  • Added “Saved Search” and “Market Report” buttons to the Lead page for new users 
  • Improvement: Swapped the positions of "Past Due" and "Upcoming" Follow-Ups on the Dashboard Overview page to better reflect importance
  • Improvement: Renamed "Settings" in Drip to "Office Hours" for clarity
  • Improvement: Renamed "Actions" button to "Bulk Actions" on Leads List for clarity
  • Bug Fix: Drip SMS template text area was too short and hiding added merge fields
  • Bug Fix: Unlinking a Mail chimp account in the Lead Manager was leading to a 404 page
  • Bug Fix: Various issues with Facebook Tool
  • Bug Fix: On "Buyer's List", users couldn't have both property location and timeframe criteria selected at the same time
  • Bug Fix: Video message links emails assumed HTTPS, which failed on non-HTTPS sites
  • Bug Fix: Drip was not getting opt-out of texting activities from the Lead Manager UI, which was leading to some leads still being sent texts after they had opted out
• Websites

• • Bug Fix: Apt/Unit Number in Property Valuations now passes along in the activity in the CRM
  • Bug FIx: Videos were not displaying in mobile view for valuation page
  • Bug Fix: Property viewed activity will now also send when a lead schedules a showing. 
  • Bug Fix: Fixed labels for `condos` and `residential` in map search 

•  

• CRM App

• • Improvement: Disabled texting feature for leads with invalid numbers
  • Improvement: Agent activities are now logged using the mobile CRM App
  • Bug Fix: Fixed Login as User
  • Bug fix: The Leads List was showing as empty in certain scenarios
  • Bug Fix: Fixed issue causing the green action button to spin indefinitely on certain leads
  • Bug Fix: Fixed issue causing the filters menu to be blank in certain scenarios

• GeekAI Assistant

• • Added opt out language to first message for compliance
  • Added identification language to first message for compliance
  • Bug Fix: Updated seller scripting to properly insert favorite city instead of literally saying “favorite city”

•  

• •  

June 2022

• CRM/Lead Manager

• • Improvement: Refactored the way event-tracking is handled for some of the databases used to monitor platform and user performance
  • Improvement: Implemented new backend tools that will allow for in-product messaging and training within the Drip system
  • Bug Fix: Corrected an issue preventing domains from being enabled in Drip Admin
  • Bug Fix: Corrected an issue affecting authorization for Postcards
  • Bug Fix: Corrected an issue where some company Admin users could not access Postcards
  • Bug Fix: Corrected an issue where deleting a CRM user would send that user’s leads to the Pond with that former user still assigned
  • Bug Fix: Corrected an issue where texting opt in/out was not working properly for leads
  • Bug Fix: Corrected an issue where some users were experiencing a loading error when selecting to View Property in the CRM
  • Bug Fix: Corrected an issue where some activities were not syncing properly with Mojo integrations
  • Bug Fix: Corrected an issue where updating an SMS notification number would not always save properly
  • Bug Fix: Corrected an issue where some lead info would not properly load into Drip messages using certain merge fields
  • Bug Fix: Corrected an issue where the radio button filters on the Lead Assignment page were not working properly

• Websites

• • Improvement: Enhanced environment for staging and testing new backend deploys
  • Bug Fix: Fixed issue where new sites created almost simultaneously would result in database errors

• CRM App

• Bug Fix: Fixed issue where the “send text” button would be enabled when it shouldn’t
• Bug Fix: Fixed issue when trying to “Log in as User” from the lead details screen
• Bug Fix: Fixed issue where the floating action button in the lead details screen could get stuck with a loading spinner in some cases

May 2022

• CRM/Lead Manager

• • The Conversations tool in the Lead Manager (and mobile CRM App) will now display incoming MMS messages
  • Improvement: Enhanced security for data-handling surrounding lead searches in the Lead Manager
  • Improvement: Enhanced reporting for systems-monitoring within the Lead Manager
  • Improvement: Implemented logging to enhance timeliness of delivery for mobile notifications
  • Bug Fix: Corrected an issue where attempts to pull in results from land-only property searches resulted in an error message
  • Bug Fix: Corrected an issue where duplicate Follow-Up and Note instances were being recorded in leads’ Activity Histories
  • Bug Fix: Corrected an issue where Tag changes to leads were not saving properly
  • Bug Fix: Corrected an issue where the Drip system was failing to send some video messages

• Websites

• • Bug Fix: Corrected an issue where some images on Anna sites were not loading when viewed on Safari

• CRM App

• The Conversations tool in the CRM App will now display incoming MMS messages
• Improvement: Added a retry button if it takes too long to load/connect when opening a conversation
• Bug Fix: Corrected an issue where the lead notes tab could cause a crash for some leads
• Bug Fix: Corrected an issue where conversations could get stuck loading when opened via notification
• Bug Fix: Corrected an issue where the conversations list could get stuck trying to reconnect in some cases

Bug Fix: Corrected an issue where the app could get stuck upon selecting a site right after logging out and back in again

April 2022

• All-New Statuses and Urgencies! (Read the Blog Post!!)
• All-New Default System Status Values

• • “New” - A lead that has just entered the pipeline and needs initial outreach
  • “Attempted Contact” - A lead to whom outgoing communications have been sent, but who has yet to respond
  • “Nurture” - A lead who has responded to communication and with whom a working relationship is being established
  • “Appointment Set” - A lead that has agreed to meet in person and is actively touring properties or preparing to list a property
  • “Showing/Listing” - A lead that has either made or received an offer on a property
  • “Contract” - A lead that has gone under contract to either buy or sell a property
  • “Closed” - A lead that has closed on their contract
  • “Do Not Contact” - A lead who would like no further communication
  • “Non-Client” - Used for other non-lead contacts who do no belong in the sales pipeline

• Status Bar

• • View the distribution of leads across the stages of your sales pipeline right at the top of your leads table
  • Select a Status to filter your table down to the leads within that stage

• Automatic Smart Status Updates

• • The new lead Statuses will automatically update based on lead interactions and the activities logged by the agent:
    • "New" - When a lead is created 
    • "Attempted Contact" - when an agent emails, calls, texts, or chats a lead 
    • “Nurture”- when a lead responds or is manually created.
    • “Appointment Set” - when an agent creates an "Appointment" follow-up
    • “Listing/Showing” - when agent adds a "Made an Offer" activity
    • “Contract” - when agent adds a "Contract Accepted" activity
    • "Closed” - when agent adds a "Closed" activity

• All-New System Urgency Values (How often should you be talking to this person?)

• • “Fire (Daily)”
  • “Hot (Weekly)”
  • “Warm (Monthly)”
  • “Long Term (Quarterly)”
  • “Do Not Contact”

• CRM/Lead Manager

• • Renamed “Last Active” to “Last Login” on the CRM Users List page to better reflect what date is being shown (when a user last went through the login process)
  • Updated public documentation for Lead API
  • Improvement: Fine-tuned message send processes to improve deliverability of emails sent vie eBlast and Drip
  • Improvement: Converted the old generic “Active” Status from a system value to a custom value following the rollout of the new Status update
  • Improvement: Implemented several new back-end development tools to decrease build time and help us get updates out to you at quicker intervals
  • Improvement: Updated security protocols around the user authentication process and related to updating user profiles
  • Bug Fix: Corrected an issue where some location data wouldn’t properly load when selecting to “View Property” through a lead’s Activity History
  • Bug Fix: Corrected an issue where video uploads would break due to certain operating systems auto-changing file extensions
  • Bug Fix: Corrected an issue where some new users’ CRM would get stuck loading the Setup Checklist

• CRM App

• Improvement: Created a more graceful experience when trying to open the app without internet. 
• Bug Fix: Fixed issue where push notifications for text messages caused the text message screen to hang.
• Bug Fix: Fixed issue that caused the app to crash when editing a follow up date.
• Bug Fix: Fixed issue causing important notes to not open unless double tapped.

 

Mar 2022

• New Property Update Emails! (Read the Blog post)
  • This refresh of our previous text-based emails includes:
    • A short and sweet greeting that invites the lead to connect for help finding their new home
    • Branding that conveys the agent’s professionalism
    • Listing photos and key property details that the lead would find helpful
    • A mobile-optimized style that kept the lead energized in their home search

• CRM/ Lead Manager

• NEW! When viewing the details of a property in Activity History, agents can now use the "Share" option to draft a message to the lead that includes a pre-populated link to the property being discussed
• NEW! Improved scripting for Robin (Geek AI) around hand-off to agent
• NEW! Upgraded backend performance of the Live Chat and Text messenger
• Bug Fix: Fixed an issue where Advanced Search criteria wouldn't persist when hitting the "Back" button on the web browser to return to the Leads List table from a lead's Details page
• Bug Fix: Fixed an issue where header styling in the Workflow message editor wouldn't save correctly
• Bug Fix: Fixed the "We're fetching this message, be right back..." issue where messages wouldn't load when attempting to reply to an email from a lead's Activity History
• Bug Fix: Fixed an issue where Potential Seller filters were not working on the Advanced Filter menu
• Bug Fix: Fixed an issue where the applied filters count on the Advanced Filter menu wouldn't update when it should have based on certain changes
• Bug Fix: Fixed an issue where the header bar was displaying incorrectly at certain window sizes
• Bug Fix: Fixed an issue where some emails to Yahoo and AOL addresses weren't being delivered

• Websites:

• • NEW! Anna Template now has the option for Larger logo sizes under site settings!
  • Improvement: Adjusted Anna template Grid View breakpoints to feel more natural
  • Bug Fix: Anna templates now have a line of description for Mobile and Grid View so Google can crawl the info to support SEO
  • Bug Fix: Anna template now shows images that have parentheses in the file name

• CRM App

• Bug Fix: Fixed an issue where the texting screen could get stuck when trying to reconnect after the app (AKA the spinning wheel “connecting” bug)
• Bug Fix: Changing lead name does not update the title bar in the lead screen
• Bug Fix: Fixed an issue where lead info wouldn't change to reflect recent updates
• Bug Fix: Fixed an issue where adding/removing tags from a lead would cause the UI to show each letter as a separate tag

Feb 2022

• CRM/ Lead Manager 

• • NEW! Agents can now filter by multiple sources in advance lead filters!
  • NEW! Quick access to view website/ billing/ and change password with the New Account Menu in the top right of your CRM!
  • NEW! Add any email or text template from the Real Geeks Library with a single click! This should save all you new users some time jump-starting your communications! 
  • Improvement: Faster lead imports and eBlasts
  • Bug Fix: Fixed a bug where crosslinks to Drip Templates would become disabled when viewing other Comms Template types
  • Bug Fix: Fixed a bug where the lead counts on the Dashboard Overview page were displaying the wrong counts

• CRM App

• NEW! Easily lookup a lead on Google by tapping on the lead’s name in the lead info tab.
• Added ability to toggle visibility of text styles menu while composing emails.
• Moved the delete lead button to the edit lead screen.
• Improvement: Faster response when updating leads.
• Bug Fix: After sending an email, the activity feed will refresh to show the email activity.
• Bug Fix: Fixed bottom spacing in the lead tags screen footer.
• Bug Fix: Fixed buggy trimming of long lead names in the lead details header.
• Bug Fix: Fixed an issue where after interacting with a chat push notification, it would wrongly show the lead details screen.

• Websites

• Anna template list view is now center aligned vs left aligned for larger screen sizes to get rid of the big white space on the right of the screen. 
• Bug Fix: Super saved search no longer hang when adding dollar signs or commas.   
• Bug Fix: Logos should not blurry anymore
• Bug Fix: Anna templates now support search keywords for PPC
• Bug Fix: Anna template now supports mortgage calculator widget
• Bug Fix: Anna template now supports Mobile App Banner.
• Bug Fix: Anna template now displays testimonials on agent detail pages
• Bug Fix: Anna template fixed issue that forced images in content editor to always display on a new line
• Bug Fix: Anna Template now supports 2 column layout for sidebar link lists

Jan 2022

• CRM

• • New Pipeline Statuses!

• • • We’ve been thinking a lot about how agents work leads recently and we wanted to make it even easier to track your pipeline in real geeks. Step 1 of this initiative is update our system statuses to flow like your pipeline and work for buy buyer and listing agents alike. Check them out here: https://leads.realgeeks.com/settings/customize. 
  • New Urgencies! How often should you be following up?
    • New system Urgencies make clear at a glance how often to engage leads

• • Help & Support Menu

• • • Quickly access live and pre-recorded walkthrough videos, guide documentation, and various sources of industry best practices to enhance Real Geeks usage and elevate business

• • Lead Filters - Clean up

• • • The "+ Add New" button makes adding filter criteria quicker and simpler
    • A number now displays next to "Advanced Filters" showing how many active filters are current applied to the Leads List
    • Various UX design touch-ups declutter the filters list area and make interaction flows more intuitive

• • Various UI Enhancements

• • • DRIP - A new link in the Drip header bar makes jumping back to the Lead Manager only 1 click away
    • TEMPLATES - Various UX design touch-ups make interaction flows more intuitive
    • "Video Played" activities in lead History will now show a video icon instead of an email icon

• • Notable bug fixes

• • • When creating a new message template in Drip, adding a video no longer clears other text fields
    • Agent filters have been restored to the Agent Activity page
    • Lead import will now detect and skip duplicate lead entries

• CRM App

• • New Features

• • • Introduction to swipe between leads feature.
    • Added ability to export lead to your contacts. (iOS only)
    • Added ability to text leads from your device texting app, instead of conversations by default.
    • Added search criteria fields to the edit lead screen and lead info tab.
    • Added "pull to refresh" functionality to the conversations list.
    • Added choice for how to send videos prior to sending one.
    • Added timer while recording videos.
    • Added "press and hold" functionality when recording videos.
    • Added "Favorites" as an option in the lead activity filter menu.
    • Added ability to clear new lead flags for admins.
    • Added confirmation message when attempting to exit (discard) a video preview.
    • Added ability to copy contact info from a lead in the lead info tab.

• • Improvements & Changes

• • • Moved the Settings button to the main tab bar.
    • Added preview button upon selecting a video in the video gallery.
    • Added missing back button to go back to the record screen from the video gallery.
    • Wrapped long video names in the video gallery

• • Bug Fixes

• • • Fixed issue with the keyboard being inaccessible in the lead tags screen.
    • Fixed issue with the calendar picker not showing its buttons on Android.
    • Fixed issue with phone numbers not being displayed in edit lead screen even if they are set.
    • Fixed intermittent connection issues in conversations (especially when the app has been backgrounded for a while).
    • Fixed issue when selecting "send video" via email, attempting to go back to the leads list or any other screen would bring up the compose email screen again.
    • Fixed issue when selecting "send video" via SMS, attempting to go to the lead details from the conversation screen would not work.
    • Fixed issue where the video name field would stay editable even while the video is processing or uploading.
    • Fixed issue when opening a lead via a link could not open the lead details as expected depending on the state of the app.
    • Fixed issue where some buttons to text a lead navigates to chat conversations instead of SMS.
    • Fixed issue where user's email templates are not populating after selection.
    • Fixed keyboard dismissal while searching for a lead.
    • Fixed "Insert Video" vs "Save & Insert" video flows.
    • Fixed issue where it was unable to dismiss the keyboard when tapping outside of the input in the video preview screen.
    • Added missing replay icon make it possible to watch the video again in the video preview screen.

Dec 2021

Read more on the blog: https://www.realgeeks.com/blog/product-updates-december/

• AI Assistant “Robin”
• When asked “who do you work for” will respond with the company name for the assigned agent. 
• Removed reference to “uncertain times” in drip messaging.
• CRM
  • KW Command
  • Google Sheets
  • Brokermint
  • and more!
• NEW Integrations and Contact Sync powered by Apination. https://my.apination.com/apps/realgeek
• Added number of filters applied to the lead’s list.
• Fixed bug that caused setup checklist to not display for new agents.
• Fixed display issues with navigation
• Added “Back to CRM” & “View Website” links to website editor.
• CRM App
  • Send video messages via email and text to all your leads. Record your own, send videos from your video gallery. Add videos to your RG video gallery from your device library.
• Real Geeks Video Messaging is now available for IOS and Android! 
• Added Home Value Reports and Market Report subscriptions to the lead info tab.
• Added ability to delete leads
• Fixed New lead flag behavior for admins. Now only Agent "new" flags show for agent users and Lender "new" flag show for lender users.
• Several underlying technical improvements.
• Fixed buggy keyboard behavior on Android.
• Fixed issue where it would be impossible to interact with the "source" field when creating a new lead.

November 2021

Read more on the blog: https://www.realgeeks.com/blog/product-updates-november/

• CRM
• Agents can now preview images and details of active properties from within their CRM.
• NEW! Search from anywhere with a new search bar at the top of the CRM.
• Updated link to edit website from settings.
• When on a Lead Page, the lead’s name will display in the browser tab.
• Renamed “Bomb-bomb” activity type to “Video Message”

• CRM App
  • Added lead activities such as "property viewed" and "search performed" in chat messages as they happen.
  • Added property preview image to "property viewed" activities in the lead activity tab.
  • Added ability to view property details from "property viewed" activities.
  • Added active saved searches for a lead in the lead details info tab.
  • Added app icon badge counter to reflect the unread messages counter.

• • “Notes” cleanup: moved "Important Notes" to this section under the lead notes tab and improved interface.

• • Fixed issue where it was impossible to start a chat conversation with a lead if the lead already had a texting conversation (and vice versa).

October 2021

Read more on the blog: https://www.realgeeks.com/blog/product-updates-october/

• NEW! Real Geeks CRM is now easier to get around!
• With this redesigned navigation, all users in the CRM should be able to find their most used features and pages easier to connect buyer and sellers even faster. 
• NEW! Anna is now generally available!
• At real geeks we want to ensure that our experiences generate leads better than any other system on the market. After months of testing Anna, we are confident that you are going to see great results. 
• The anna search results now defaults to the “list view” from its previous “Grid View” for better lead conversion.
• By popular demand, “Status” and “Last contacted” have been added to the leads list in the CRM to help with organization and prioritization of leads.
• Various Bug fixes and improvements.

September 2021

• Agents can now EDIT SUPER SAVED SEARCHES when logging in as a lead! Note: This only affects searches created after Sept 29.
• Real Geeks AI Assistant: 
• Tweaked AI scripts based on feedback to be less repetitive, remove typos, and not appear “condescending” in certain scenarios.
• Added more Available sources for the AI. 
• CRM App.
• Added online status indicators to the conversations.
• Added total unread messages badge to the conversations tab.
• Added ability to start a chat from the lead actions modal.
• Added ability to reply in email & sms activities

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