CRM Automation Saves Time & Money

Leads captured on Real Geeks websites and 3rd-party sources are sent automatically to the CRM, a full-featured platform, to track and nurture leads through the sales cycle.

Email & SMS notifications

As leads enter the system, agents are automatically notified by email and SMS notification to immediately follow up.

Advanced Search Filtering

Filter leads on any field including user behavior, properties viewed & favorites, geographic area, price range and time on site. Helps agents intelligently target and follow up with prospects.

Live Feed

Agents can monitor real-time activity. Active leads are a great target to contact since they are currently engaging in the site.

Social Profiles

Automatically find leads' social presence on the web to help agents engage.

Track Lead Activity

Notify and trigger agents to follow up on high-engaging leads.

Agent/Lender Lead Routing

Automatically assign leads based on source and geographic location.

Email Integration and Sync *

All conversations are automatically synced with agents email and integrated into CRM

Idle Lead Reassignment

Leads get reassigned if agents don't take action.

Lead SMS Autoresponders

Ensures fast response time to leads, increases engagement, conversion, and saves time.

Follow-ups and Reminders

Agents use the CRM to schedule appointments and get reminders. Also log calls and add notes.

Agent Activity

Track agents for accountability and productivity from multiple dashboard views.

3rd Party Integrations

Integrate all leads regardless of source, including Zillow, Trulia and Realtor.com

Additonal CRM Features:

  • Prioritize Leads' Motivation
  • Lead Scoring
  • Automated Email Drip
  • Email Blasts
  • Social Profiles
  • Lead Source Tracking
  • View All Users Activity
  • Email Templates
  • Mobile Optimized
  • Importing & Exporting
  • SMS Templates
  • And much more...

See more...

* Lead Manager's use and transfer to any other app of information received from Google Accounts will adhere to Google API Services User Data Policy, including the Limited Use requirements.