Product Updates & Changelog

October 2023

Websites

• New! Dynamic pages w/ AI - BETA
  • Support for Miranda - Thin template
  • Various optimizations to AI content
• Great schools, Walkscore, & market details on listing pages is now available for customers to toggle on/off from website settings.
• Added new free to use high quality images to the website photo library

CRM

• Reactive Responses:
  • Disable individual leads from receiving Reactive Responses
  • Emails are sent as back-ups when a text is undelivered
• Advanced Filters: Filter leads by criteria from multiple Source Details notes
• Advanced Filters: Filter leads by SMS opt out
• Google Contact Import: Quickly and easily import contacts from a Google account into your Real Geeks CRM!

September 2023

Websites

• New! Instant Premium Sites BETA - Beta

• • Simple website builder for new customers can create a ready-for-leads website in under an hour.
  • Dynamically create 1000’s of area pages and market report pages based on MLS search criteria.
  • Easily chose 30 areas to feature on the website
  • Augment listing pages with Walk Score, Great Schools, and local market information.
  • For anna modern: Add a featured pages Optimized AI content for new customers & select internal customers. 

 

CRM

• New! Automated SMS Signatures Automatically added SMS texting signatures to initial outgoing messages to meet new carrier requirements and improve SMS deliverability
  • “ - Agentfirstname from www.websitename.com. If you prefer I only call you, reply STOP to out out of all texts.”
• New! Local Number SMS Registration. Texting from real geeks now starts users with toll free numbers until they register to use a local number
  • Local numbers benefit from seeing higher response rates & lower opt out rates. Click here to register now.
• Admins can now view the status of their local number registration in the settings of their lead manager.

August 2023

• CRM/Lead Manager
  • New! Admin users can now submit and view their local area code phone number registration status from the Lead Manager
    • Automated local area code phone number registration process 
    • Connected unregistered customers to toll free numbers
  • Facebook Tool: Upgraded Facebook Tool to use updated version of Meta’s APIs
  • Account Sync: Upgraded account syncing to use updated version of Microsoft’s APIs and permissions-scoping
  • Bug Fix: Lead should not receive SMS from Drip if toggled SMS Opt Out is set from the new lead details page
• Websites
  • New: Carousel View for Anna Modern Home Page.
  • New: Added some more images to the image library.
  • Coming Soon Index Pages - all coming
  • Executing a keyword search (ex: by address) defaults to sort by relevance, but other sorts work as well
  • All pages now come with a Dynamic Site Directory that lists the latest listings and categorizes all of your area pages automatically
  • Improvement: Moved & renamed “Tile group options” to “Featured Pages”
  • Improvement: Increased # of Featured Pages from 6 to 12. (Anna Modern home page)
  • Improvement: Decrease "courtesy of" font size on property details on mobile and desktop
  • Bug Fix: Special Characters display on the featured agent section for Anna Modern
  • Bug Fix: Property Details Page doesn't display agent image
• CRM APP
  • Bug Fix: Calendar blocks the followup edit screen
  • Bug Fix: Still receiving push notifications after logging out from account
  • Bug Fix: Double tapping when creating a follow up will create 2
  • Bug Fix: iPhone notification toggle resets
  • Bug Fix: App is no longer able to detect if a site has been disabled
  • Improvement: Lead edit form improved for usability and clarity
  • Improvement: Lead edit form data now saves after 3 sec of inactivity rather than off-focus to avoid data not saving.

July 2023

• CRM/Lead Manager
  • New! The self-serve portal for Traffic Blaster is now available for all customers under the Advertising section of the CRM. Quickly and effortlessly kickstart low-cost, low-commitment Google ad campaigns. Simply select your target locations and you’re ready for take off!
  • Updated Traffic Blaster sign-up portal to prompt suggested matches between MLS locations and locations targetable by Google
  • New! The Real Geeks CRM now creates custom lead Sources based on a new “rg_source=” parameter available for use with website landing pages
  • Updated system for internal tracking of user behavior in the CRM
  • Updated scoping of permissions for syncing with Google accounts
  • Updated system and UI to reflect price increases by USPS for postcards
  • Bug Fix: Corrected an issue causing some Eblast queues to become backed up
  • Bug Fix: Addressed several more issues causing Follow-Ups created by Drip Workflows to either be doubled or else persist even after leads were either unsubscribed from those Workflows or else reassigned to a different agent
• Websites
  • New! Real Geeks websites can now make use of the “rg_source=” url parameter to trigger the creation of new custom lead Sources when leads use those links before signing up on the website
  •  
• CRM APP
  • New! An “offline” alert will now display if the internet connection is lost while using the app
  • Updated app to check the status of the Drip system when trying to use features that depend on it, such as videos and Workflows
  • Improved the Create New Lead screen interface
  • Introduced several internal quality improvements

June 2023

• CRM/Lead Manager
  • Updated Traffic Blaster sign-up portal (in Beta) to use MLS Location data instead of website Area pages for targeting
  • Updated Traffic Blaster (in Beta) to automatically create a saved Advanced Filter on the Leads Table to quickly show which leads were generated through Traffic Blaster campaigns
  • Continued upgrading code versions for multiple backend projects
  • Bug Fix: Addressed an issue causing some users to experience a login loop with the Mojo integration
  • Bug Fix: Corrected an issue where valid Canadian phone numbers were being incorrectly marked as invalid
  • Bug Fix: Corrected an issue impacting contact sync with the Mailchimp integration
  • Bug Fix: Addressed several issues causing Follow-Ups created by Drip Workflows to persist even after leads were either unsubscribed from those Workflows or else reassigned to a different agent
• Websites
  • NEW! Google Analytics 4 is now available to all customers
• CRM APP
  • New! Spellcheck and autocorrect are now available in email and SMS
  • Bug: Fixed an issue where outgoing unsent messages could get removed when focusing back to the app with no internet connection
  • Bug: Fixed an issue where all tabs in the lead details screen would show the same content under very specific contexts
  • Bug: Fixed an issue where editing the name of a “Potential Seller Lead” would not update the lead’s name in-app
  • Bug: Fixed an issue where opening certain leads from the search tab results would not show the correct info in the lead details header
  • Bug: Fixed an issue where it would be impossible to create or edit follow-ups for certain leads with corrupted data (this issue also plagued the Lead Manager on the web and has been fixed)

 

May 2023

• CRM/Lead Manager
  • Now in Beta! The new self-serve portal for Traffic Blaster will allow users the ability to quickly and effortlessly kickstart low-cost, low-commitment Google ad campaigns. Simply select your target locations and you’re ready for take off!
  • New! Drag and drop sections in the left-side column of the new Lead Details page for a customized workspace
  • Updated system for in-product prompts and messaging
  • Upgraded code versions for multiple backend projects
  • Updated the Mojo integration to display the style of the new Lead Details page
  • Bug Fix: Addressed several issues impacting data transfer between the Real Geeks and Mojo CRMs
  • Bug Fix: Corrected an issue where some users could not preview messages sent by Drip Workflows
• Websites
  • New template Anna Modern!
  • Beta GA4
  • Resolve tissue where the MoveTo app popup was displaying for people that already had the app
  • “Widgets and redirects now available in the site editor homepage
• CRM APP
  • New! We are excited to announce the Conversations Tab and all the conversations-related features were reworked from the ground up. We expect these changes will make your time significantly easier when using the Real Geeks CRM App for messaging your leads:
    • You can now see when a lead is typing a message from the conversations list
    • You can now see when a lead is typing a message in a conversation thread
    • Significantly improved connection reliability for Conversations
    • Several user interface and user experience improvements for Conversations
    • Drafting messages in now easier
    • Addressed connection issues that previously prevented messages from syncing properly
    • The SMS buttons in the lead details tab should no longer show wrong “unable to text lead” messages
  • Bug Fix: Fixed an issue where the header of a conversation thread would not update properly when switching between conversations
  • Bug Fix: Fixed an error when trying to include image attachment without the required system permissions
  • Bug Fix: Fixed an error when trying to open a lead via the conversation header when the lead no longer exists
  • Bug Fix: Fixed an error when trying to create a tag with certain special characters (Lead Details)

April 2023

• CRM/Lead Manager
  • New! The completely redesigned Lead Details page experience is now live for all users.
  • New! Feature additions and enhancements to the new Lead Details page:
    • Updated BombBomb integration
    • Addressed several issues impacting Mojo integration
  • Improved opt-out language in SMS messaging for reduced unsubscribe rates
  • Improved reporting for tracking SMS deliverability
  • Upgraded version of the Facebook API for ad tools
  • Bug Fix: Corrected an issue affecting open-rate stats for emails
  • Bug Fix: Corrected an issue preventing some companies from starting Drip campaigns
• Websites
  • Fix issues with Facebook tool
  • As a site admin, when I save a form, I would like to stay on the form rather than navigate to a list view.
• CRM APP
  • Now in beta: the all-new Conversations tool, completely rebuilt for the app
  • Several internal systems updates to improve in-app operations

March 2023

• CRM/Lead Manager
  • New! Feature additions and enhancements to the new Lead Details page, currently in Beta:
    • Saved Searches section
    • Market Reports section
    • Home Valuations section
    • Opt-Outs section
    • Option to send notifications to Assigned Agent, Admin, and/or Lender when logging new activities
    • Option to “Delete All” in the Follow-Ups section
    • Various improved UI adjustments
  • Updated agent signature for Reactive Responses
  • Various Bug fixes and improvements
• Websites
  • For typeahead, clicking on the search button when the field is empty now executes a search for all properties rather than erroring. 
  • Cosmetic update to the Profile Page for Anna template users
• MoveTo App
  • Removed ability to select other customers sites on Moveto

February 2023

• CRM/Lead Manager
  • Now in Beta! The all-new Lead Details page. This is the first in a series of major user experience upgrades coming to the CRM this year. The redesign provides more information at-a-glance and also introduces new functionality, such as pinned lead activities.
  • Bug Fix: Corrected an issue preventing postcards from sending in some cases
  • Bug Fix: Addressed an issue impacting the Advanced Filter for Follow Ups on the Leads List table
  • Bug Fix: Addressed an issue impacting the Advanced Filter for Tags on the Leads List table
  • Bug Fix: Corrected several issues affecting how the Lead Manager sends info to the CRM App
• CRM APP
  • Fixed issue where valid phone numbers could be marked as invalid in the app
  • Fixed issue where the layout could break in some places when using very large accessibility font sizes
  • Fixed issue when sending a lead to a pond causes error if the user is not an admin user
  • Fixed issue when trying to chat with a lead with no phone number.
  • More internal bug fixes and improvements
• Websites
  • Updated default sort order to Newest properties first from highest price point across all sites.
  • Based on our PPC Best practices, we have created search result landing pages.
    • Disabled chat, banners and 
    • Force list view over grid or map
    • Sort
    • Force registration on the 1st property view.
  • Various bug fixes
• MoveTo APP
  • Add satellite view when viewing a map from a listing page (property details).
  • Internal improvements and bug fixes related to Sentry.

January 2023

• CRM/Lead Manager
  • New! Reactive Responses are now LIVE for all users
  • New! Added a default Advanced filter for “Need Market Report” on the Leads List table
  • New! Added a default Advanced filter for “Need Drip Workflow” on the Leads List table
  • Implemented updates to Reactive Responses based on beta tester feedback:
    • If Office Hours are set, Reactive Responses now send only during those times
    • When multiple Reactive Responses are triggered in the same day, up to one will be queued to send the following day
  • Updated API version for Facebook Tool
  • Updated code version for email sync
  • Updated Postcards to account for increased USPS pricing
  • Updated url formatting for the Drip system
  • Bug Fix: Addressed an issue impacting login for the Mojo integration for some users on Chrome
  • Bug Fix: Corrected in issue impacting some lead information not syncing properly via the Ylopo integration
  • Bug Fix: Addressed an issue where the Facebook Tool was not properly pulling the Facebook pixel id in some cases
• CRM APP
  • Upgraded to Expo 47.
  • Several technical upgrades and improvements.
  • iOS 13 and Android 10 are now the minimum supported versions.
  • Fixed incorrect status bar background color on Android.
  • Fixed issue when accepting to receive push notifications on fresh installs on Android.
  • Fixed blank space at the bottom of the lead details screen.
  • Several minor and internal bug fixes.
  • Improved UI of the notification settings screen.
  • Fixed issue that could cause the leads list to keep loading more items indefinitely when it had just a few results.
  • Fixed issue where the email action bar would be partially hidden behind the keyboard when composing emails (on iPhone 14 Pro and iPhone 14 Pro Max only).

December 2022

• CRM/Lead Manager
  • New! Introducing the enhanced two-way integration with Follow Up Boss that more fully syncs both systems together.
  • Further updated text message deliverability enhancements for AI, Reactive Responses, and Drip
  • Bug Fix: Corrected an issue where the lead delete button was not displaying in mobile web browsers
  • Bug Fix: Corrected an issue affecting how some activities were loading on leads’ details pages
  • Bug Fix: Addressed an issue where some changes to Admin notification preferences were also incorrectly updating other notification preferences
  • Bug Fix: Corrected an issue where filters on the Buyers List was were not resetting properly
  • Bug Fix: Addressed an issue impacting the Needs Saved Search filter on the Leads List table
  • Bug Fix: Corrected an issue where multi-select filter options where not displaying properly in the Advanced Filter menu of the Leads List table
• CRM APP
  • Optimize loading time in the dashboard and lead filters screens.
  • Removed unused “My Profile Image” Merge Field from conversations.
  • Fixed wrong “lead phone is not a mobile phone” message if the site has texting disabled.
  • Faster dashboard custom filter stats loading when starting the app.
  • Fixed failure after opening a push notification.
• MoveTo APP
  • Optimize loading time in the dashboard and lead filters screens.
  • Removed unused “My Profile Image” Merge Field from conversations.
  • Bug fix: Fixed wrong “lead phone is not a mobile phone” message if the site has texting disabled.
  • Added satellite view for the map.
  • Improved the search map screen UI.
  • Improved login with invite links.
  • Fixed internal spacing in action sheets.
  • Fixed status bar not using site branding colors (Android).
  • Several minor bug fixes and improvements.

November 2022

• CRM/Lead Manager
  • Implemented text message Deliverability enhancements to AI, Reactive Responses, and Drip
  • Implemented updates to Reactive Responses based on beta tester feedback:
    • Opting out of SMS messages opts leads out of receiving Reactive Responses
    • Leads that have been engaged in communications within the past week will not receive Reactive Responses
  • Upgraded code version for Postcards
  • Bug Fix: Addressed an issue impacting deliverability issues for some Drip emails to Yahoo and AOL accounts
• CRM APP
  • NEW! Customize your dashboard to your needs.
  • Bug Fix: Fixed bug that stopped users from being able to update leads immediately after opening the app.
  • You can now customize the filters shown on the Dashboard.
  • Calling leads now auto log a phone call activity.
  • Renamed the “Searches” tab to “Saved” in the lead filters screen.
  • Fixed the date field not correctly saving dates when manually logging an activity.
  • Fixed issue with not being able to send email to a lead secondary contact.
  • Several minor bug fixes and improvements.
• Websites
  • Removed Default text from 
  • Removed listing broker info from Anna search results tiles if not required by the MLS
  • Bug Fix: Anna list view width cutting off some MLS logos for compliance
• MoveTo APP
  • Bug Fix: Resolved some minor issues with Autologin

October 2022

• CRM/Lead Manager

• • Now in Beta! Reactive Responses! This latest addition to the drip system will automatically identify and message the most active leads on your site to get more conversations started.
  • Bug Fix: Email button in Live Feed
  • Bug Fix: New Lead flag was not clearing for some activity types

• CRM APP

• • Bug Fix:Fixed bug that stopped users from being able to text leads with valid phone numbers
  • Bug Fix: Fixed bug that stopped users from being able to update leads immediately after opening the app.

• Websites

• • Removed listing agent/broker info from Anna search results tiles if not required by the MLS
  • Bug Fix: Removed Default title text from above the search bar when the title is left blank in the editor.
  • Bug Fix: Anna list view width cutting off some MLS logos for compliance

• MoveTo APP

• Bug Fix: Resolved some minor issues with Auto-login

September 2022

• CRM/Lead Manager

• • New! Admin-level users can now delete custom Ponds
  • Improvement: Enhanced how certain lead activities were being recorded in the Lead Manager backend
  • Improvement: Enhanced how lead search data is handled to prevent queues from backing up
  • Improvement: Edited some of the copy for instructions in the Drip system to make it more clear how the pausing of Workflow campaigns works
  • Improvement: Refactored an observer class in the Lead Manager backend that will allow for the introduction of reactive responses to the activities recorded for leads
  • Bug Fix: Corrected an issue where some Eblasts were not distributing as they should have
  • Bug Fix: Corrected an issue where the “Need Saved Search” Advanced Filter was not working for some companies
  • Bug Fix: Corrected an issue where lead search data was getting backed up in queues, resulting in periodic crashes
  • Bug Fix: Corrected an issue where unassigned leads were maintaining follow-ups tied to deleted agents/users

• Websites

• • New! Added a setting to enable page creation filters to also include areas with no active listings
  • New! Added a setting to enable use of url parameters to define custom lead Sources
  • Updated the MoveTo App banner that displays for leads viewing sites on a mobile or tablet device so that the lead will be auto-logged into the app when the banner is tapped
  • Improvement: Updated how user activities are tracked on Site Backend pages as the precursor for updating the website admin experience
  • Improvement: Improved style server code to streamline future frontend changes to site designs
  • Improvement: Adjusted the copy of text on shared listings to remain in compliance with updated requirements from various MLS boards
  • Improvement: Increased info fields accessible by MLS boards to remain in compliance with updated requirements
  • Bug Fix: Corrected an issue where photos were not properly displaying in the update emails for some companies
  • Bug Fix: Corrected an issue where button styles were not properly loading if a site was experiencing throttled bandwidth

• CRM APP

• • New! Can View Profile Details in Settings
  • Improvement: Fixed issue where Lead Data was not in sync with desktop CRM.
  • Bug Fix: Corrected an issue causing some users to not be able to update workflows
  • Bug Fix: Corrected an issue where clearing the “new lead” flag was not updating the lead correctly in the app
  • Bug Fix: Corrected an issue when updating a phone number, the phone status (landline) now updates

• MoveTo APP

• New! Change the color for your mobile app! 
• From your website editor, go to Site Settings > Mobile Settings.
• New! “More” tab, combined user account details and preferences in a single screen for ease of access.
• Improvement: Updated login process for leads who download the app so that they are easily auto-logged into the correct site
• Bug Fix: Corrected an issue where tapping on the pencil/edit icons in text fields could cause a crash

 

August 2022

• CRM/Lead Manager

• • New! Find all Leads that “Need Saved Search” with our latest default advanced filter! Everyone should be getting property updates! We also added the opposite “Has a saved search” fitler. 
  • New in PONDS! We’ve introduced a new set of default system Ponds:
    • "New or Needs Agent" (for brand new leads or leads simply needing to be transferred to a different team member) and 
    • "Nurture" (for leads needing more long-term attention)
  • New in PONDS! Along with the change to the default Pond names, we’ve also added additional Pond Reasons: 
    • “Needs Agent”, “Appointment Needed”, “New Lead”, and “No Reason”
  • Bug Fix: Corrected an issue where some users on Verizon Wireless weren’t receiving text notifications
  • Bug Fix: Corrected an issue where some eblasts were sending duplicate messages

 

• Websites
  • Website Editor: Selecting the “View on site” option in the Website Backend will now open the website in a new tab.
  • Improvement: Completed implementation of Python updates for the coding structure supporting all websites
  • Bug Fix: Corrected an issue where attempting to revert some page changes would cause an error
  • Bug Fix: Corrected an issue where some videos were not displaying correctly on the mobile view for Valuation pages
  • Bug Fix: Corrected an issue where the flag icon on capture forms was not loading
  • Bug Fix: Corrected an issue where listings wouldn’t display properly when added to a newly-created blank template page using Anna
  • Bug Fix: Corrected an issue where map search listings were not scrolling correctly when being viewed on a mobile device

• CRM APP

• • Improvement: A warning message now shows with the reason why it is not possible to text a particular lead
  • Bug Fix: Corrected an issue recording and sending videos on Android
  • Bug Fix: Corrected an issue where the Leads List could show empty results if the currently-selected Pond was deleted

• MoveTo APP

• • Faster Application! Reduced startup time by 80%!
  • New auto-login flow new users invited to the app by agents. 
  • Various bug fixes.

• GeekAI Assistant

• • Minor scripting updates to improve text message deliverability.

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