How can we help?

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

• Getting started with GenieCRM™
• Adding and managing leads
• The Lead Detail page — fields, pills, activity
• Pipeline stages and deal tracking
• Reassigning a lead to another agent
• Setting up drip campaigns
• Client property alerts
• Role-based access control

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

• Connecting your MLS board
• How the nightly import works
• Smart Media Filter™
• GeoGenie™ area detection
• Quarantine — reviewing flagged listings
• Field normalisation and taxonomy mapping

Interactive map overlays, custom boundary drawing, and neighbourhood boundary packs.

• 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 the AVM
• Hazard risk scores explained
• Ownership and tax record data

Route Forminator contact form submissions 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

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

Social media marketing suite and review management across 20+ platforms.

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

Automated commission splits, waterfall calculations, and team payout reporting.

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

AI-powered public website chat for lead capture and 24/7 visitor engagement.

• GenieAI™ overview
• Configuring the chat widget
• Customising the system prompt
• Lead capture and CRM handoff

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

API credentials, onboarding steps, user roles, and platform-wide configuration.

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