Add Notes and Follow-Ups in the CRM Mobile App

The Real Geeks CRM Mobile App helps you stay connected to your leads and take action wherever you are. Whether you're in between appointments or out in the field, you can create follow-ups, log notes, and keep your pipeline moving without needing to be at your desktop. This makes it easier to stay consistent with your outreach and never let opportunities slip through the cracks.

Table of Contents

• How Follow-Ups Work in the Mobile App

• How to Create and Manage Follow-Ups

• How to Add Notes to Leads

• Why This Matters for Your Business

• Frequently Asked Questions

• Need Help?

• Related Articles

How Follow-Ups Work in the Mobile App

Follow-Ups track your next step for each lead so nothing gets missed. They appear on the dashboard as soon as you open the app.

View your Follow-Ups by timeframe:

• Today

• Upcoming

• Past Due

You can also manage Follow-Ups inside a lead’s profile from the Follow-Ups tab.

Use this to stay organized, prioritize your day, and take action quickly.

All Follow-Ups sync between mobile and desktop automatically.

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How to Create and Manage Follow-Ups

To create or edit a Follow-Up in the CRM Mobile App:

1. Open the CRM App

2. Select the contact you want to update

3. Select the Action Menu

4. Select Follow Up
   
   

This allows you to immediately set your next step after any interaction, helping you stay consistent with your outreach.

Tip: Keep only one active Follow-Up per lead so your next action is always clear.

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How to Add Notes to Leads

Notes allow you to capture important details from conversations and interactions with your leads.

When you call a lead through the CRM Mobile App, you’ll be prompted to add notes after the call. This makes it easy to log details while the conversation is still fresh.

To add a note manually:

1. Open the CRM App

2. Select the contact you want to update

3. Select the Action Menu

4. Tap Note
   
   

Notes are time-stamped and help you build better, more personalized follow-up conversations in the future.

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Why This Matters for Your Business

Consistent follow-up is one of the biggest drivers of conversion in real estate. The easier it is to take action, the more likely you are to stay consistent.

Using the CRM Mobile App helps you:

• Follow up immediately after conversations

• Stay organized with clear next steps

• Keep leads from falling through the cracks

• Build stronger relationships with better context

By removing the delay between conversation and action, you create a better experience for your leads and increase your chances of closing more deals.

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Frequently Asked Questions

• Can I add tags in the CRM Mobile App?
  Currently, tags cannot be added from the mobile app. You can add tags from the desktop CRM.

• Can I add important dates in the mobile app?
  This feature is not yet available but may be included in future updates.

• Do Follow-Ups sync between mobile and desktop?
  Yes, all Follow-Ups automatically sync between the mobile app and desktop CRM.

• Will drip Follow-Ups show in the mobile app?
  Yes, any Follow-Ups from workflows or drip campaigns will appear in the mobile app.

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Need Help?

• Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
• Email support@realgeeks.com
• View our Live Events page for free coaching and training.
• Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices

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Related Articles

• CRM Mobile App Push Notifications Guide

• CRM Mobile App Overview

• CRM Mobile App Manage Leads

• CRM Mobile App Communicate with Leads

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