Agent User - Setup & Training Guide



Everything you need to get started with Real Geeks as an Agent User!

Follow this guide to set up your platform and start growing your business in no time. 

  1. Complete walkthrough training
  2. Set up your CRM Profile
  3. Review how to use Real Geeks
  4. Ask Questions


Walkthrough Training

Be sure to complete the following Real Geeks Walkthrough to learn how to set up and navigate your CRM/ Lead Manager with a Real Geeks expert.

  1. Intro to CRM for Agents

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CRM Setup

Get your CRM up and running by clicking the links below. Each of these will also open in a new tab. Come back to this list when you are ready to move on!

  1. Edit Your Profile
  2. Import Your Database
  3. Create Your First Saved Search for a Lead
  4. Review Email, Text, & Chat Templates
  5. Customize Your CRM
  6. Set up third-party integrations (if applicable)
  7. Learn about Lead Ponds (if applicable)
  8. Download the CRM Mobile App

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Real Geeks Help Center 

Our searchable knowledge base includes articles, tutorial videos, and step-by-step instructions. 

Explore the following sections in the Real Geeks Help Center to review key items as you're getting started with the platform.


Settings & Customization


Lead Management

Lead Nurturing & Automation

Third-Party Integrations 

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Additional Resources

Contact Real Geeks Support | (844) 311-4669 ext 2 

Monday - Friday: 8 am - 8 pm CST 

Saturday: 8 am - 4 pm CST 


Join our Facebook Community Group! 

Our official user community - join the conversation! Collaborate with other users and discuss general real estate topics as well as topics related to the Real Geeks platform. 



If you have any questions, please reach out to our support team via email at or by phone at (844) 311-4969 ext 2.

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