Skip to content
English
Submit a Ticket
  • There are no suggestions because the search field is empty.

Real Geeks Lead Manager Templates

Overview

Effective communication is essential for building strong relationships with leads and clients in real estate. To streamline this process, our CRM offers a powerful template feature that allows agents to create, customize, and manage Text, Email, and Live Chat templates. These templates can be used for both individual communications and within custom workflows to automate lead nurturing.

Agents have the flexibility to create their own templates or choose from the Real Geeks Template Library, which offers a variety of pre-made options that can be used or edited to suit specific needs.

Value of Using Message Templates

Save Time on Routine Communication:

Creating individual messages for each lead can be time-consuming. Templates allow you to reuse effective, pre-written responses for common scenarios such as appointment confirmations, follow-ups, and new listing notifications.

Ensure Consistency Across Communications:

By standardizing your communication through templates, you ensure that all leads receive consistent, professional messaging. This uniformity helps reinforce your brand and minimizes the risk of errors or missing information.

Personalize at Scale:

With the use of merge fields (e.g., {{FIRST_NAME}} or {{LEAD_LOGIN_HERE_LINK}} ), you can personalize messages to each lead without manually editing each communication. Merge fields allow you to automate personalization, making each message feel custom-tailored while saving you valuable time.

Respond Quickly in Real-Time:

When you’re juggling multiple tasks or leads, pre-prepared templates allow you to respond immediately to inquiries through text, email, or live chat, ensuring no opportunities are missed.

Boost Follow-Up Efficiency:

Following up is key to lead conversion. With templates, you can automate much of the follow-up process, ensuring that leads receive timely and relevant communications throughout the sales cycle.

How to Access Templates

  1. Go to leads.realgeeks.com
  2. Click Inbox
  3. Select Templates

You can easily switch between template types from the template management screen using the navigation menu to the left.

Create a Template

When you're ready to start using templates to streamline your communication. Choose from the following guides to get detailed instructions for creating and enabling each type of template:

You can either build your own custom templates or take advantage of the Real Geeks Template Library to quickly implement pre-made options tailored to common real estate scenarios. By incorporating templates into your workflow, you’ll save time, ensure consistent messaging, and improve your lead follow-up process—all of which will help increase your chances of converting leads into clients.