How can we help?

Leads, pipeline, tasks, email and drip campaigns, client alerts, and team management.

• Getting started with GenieCRM™
• Getting around on a phone or tablet
• Adding and managing leads
• Contacts: referring agents, lenders, title and vendors
• How Lead Score works
• Pipeline stages and deal tracking
• Escrow steps and deal documents
• Electronic signatures
• Setting up drip campaigns
• Building an email campaign
• Scheduling and sending a campaign
• Campaign lists
• Campaign reports
• Recipient preferences and unsubscribing
• Client property alerts
• Site Analytics: every visit, with or without cookies
• New-lead emails, confirmations and the Email Log
• Role-based access control

Automated MLS import, nightly sync, field normalisation, and GeoGenie™ area detection.

• Connecting your MLS board
• How the nightly import works
• Live Search and draw-to-search
• Smart Media Filter™
• GeoGenie™ area detection
• Quarantine — reviewing flagged listings
• Field normalisation and taxonomy mapping
• Off-Market Monitor
• Site Indexing (IndexNow)
• Listing SEO and structured data
• On-page market content for listings
• Listing pages: layout, copy and questions

Interactive map overlays, boundary packs, and environmental data on every listing page.

• GenieLayers™ overview
• Configuring which layers are shown
• Installing a boundary pack
• Map display settings

Pre-listing package builder — live comps, AI pricing tiers, net proceeds, and shareable client links.

• Building your first pre-listing package
• Selecting and filtering comps
• Pricing tiers — Conservative, Recommended, Optimistic
• Net proceeds calculator
• Sharing the package with your client

Deep property data on every listing — ownership history, tax records, hazard scores, and comparable sales.

• Property Intelligence overview
• Understanding GenieAVM™
• Hazard risk scores explained
• Ownership and tax record data

Build native drag-and-drop lead capture forms inside GenieCRM™, place them by shortcode, and manage their submissions.

• Genie Forms overview
• Building and placing a form
• The submissions log

Route submissions from your existing WordPress form plugins into GenieCRM™ and configure per-form lead routing rules.

• Form Bridge overview
• Mapping form fields to lead fields
• Per-form routing rules
• Send log and debugging
• CINC transition — dual delivery setup

Social media marketing suite and review management across multiple platforms.

• GenieSocial™ overview
• Connecting social accounts
• Review management
• Creating and publishing social posts

Waterfall commission calculations, templates, and payout reporting.

• Commission Manager overview
• Setting up waterfall steps
• Waterfall calculations
• Running payout reports

Automated seller prospecting — five scans that create leads with owner name, mailing address, and optional skip tracing.

• GenieProspect overview
• The five prospecting scans
• The self-refilling prospect pool
• Skip tracing — owner phone & email
• Compliance & guardrails

The AI chat on your public website: answers visitors around the clock and hands them to your team through its contact form.

• Genie Chat overview
• Setting up Genie Chat: name, look and lead capture
• Making Genie Chat open by itself: auto-open, nudge, exit intent and office hours
• Open Genie Chat from a link, button or menu
• Teaching Genie Chat about your business: site index, Q&A and instructions
• How Genie Chat contacts reach GenieCRM™
• Reading Genie Chat conversations and usage

Branded Progressive Web App — native app experience with no App Store required.

• Genie PWA™ overview
• Installing the PWA on iOS and Android
• Customising app name and icons

Natural language property search — visitors speak to find listings on your site.

• Voice Search overview
• Adding the shortcode to your site
• Supported search phrases

Initial platform setup, API credentials, user roles, area management, and security.

• Initial platform setup
• Entering API credentials
• Managing user roles
• Area Manager — defining your territory
• Encrypted credential storage

Where every lead came from — paid keyword, organic search, social app, or referrer-stripped. Privacy-resilient capture that works when analytics blockers don't.

• How lead attribution works
• Source resolution — five tiers
• Search Intent on the lead profile
• Privacy-Conscious Visitors explained
• Tracked Pages — surface key-page visits
• Visitor Journey timeline

Client-facing dashboard every lead gets automatically — saved searches, favorites, alerts and private chat with their agent, linked live to GenieCRM™.

• GeniePortal™ overview
• Portal accounts are created for every lead
• Inviting leads to the portal
• One-click sign-in links
• Client-to-agent messaging
• How clients are told about your messages
• Portal status on a lead
• What clients are asked when they sign up
• How portal activity reaches GenieCRM™

Built-in team messaging: channels, private groups, direct messages, files, and archiving.

• Team Chat overview
• Channels, groups, and direct messages
• Mentions, files, and read receipts
• Archiving and exporting conversations

A searchable directory of team members with profiles and in-app contact.

• Using the Team Directory

Shareable local market reports with public, login-free links.

• Creating a market report
• Sharing a market report
• Price ranges and luxury reports
• Report summaries

Your AI assistant inside GenieCRM — live market numbers, your leads, writing help, how-to answers and support, on every plan.

• Ask Genie — your assistant inside GenieCRM
• Live market numbers, in plain English
• Find leads by asking
• Writing and research with Ask Genie
• Learn the CRM, and get support
• What Ask Genie sees, and what it keeps

Inbound REST endpoints for receiving leads from external CRMs and platforms.

• Web Hooks overview
• Endpoints and accepted fields
• Securing an endpoint

The suite of 53 real estate Elementor widgets powered by live MLS data.

• GenieBuilder overview
• The widget suite
• What visitors see when they search
• Choosing which statuses and property types show
• Property Grid tabs
• Half-Map Search settings — where everything is
• Breadcrumbs on every page
• Listing tags: show any listing detail in any element
• WordPress widgets for sidebars and footers
• Requirements

Your own closed sales on your own site, with a page for every sale and every city.

• How Sold Homes works
• Sold Homes settings
• The Sold Homes element

Open house dates and times pulled from the MLS feed and displayed automatically.

• How open houses work
• Displaying open houses

Magazine-style showcase pages for standout listings, synced to MLS status.

• Luxury Listings overview
• Building a showcase page
• Status sync and SEO

Per-listing text codes and QR codes with lead attribution.

• GenieText overview
• QR codes and short links
• Text-a-code replies

One-click complete real estate site installs.

• Starter Kits overview
• Installing a kit

Theme-agnostic accessibility and performance remediation.

• GenieADA overview
• GenieADA settings

Built-in support ticketing inside the CRM.

• Using Genie Tickets