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
• Lead confirmations and notifications
• Role-based access control

Automated MLS import, nightly sync, field normalization, 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 normalization and taxonomy mapping
• Off-Market Monitor
• Site Indexing (IndexNow)

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

Agent-side property research — ownership history, tax records, hazard scores, and comparable sales inside GenieCRM™.

• 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; review monitoring and responses live in Reputation Manager.

• 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

Automated seller prospecting — eleven scans — expired & cancelled, pre-foreclosure, probate, FSBO, vacant absentee, tax & lien, tired landlords, absentee, long-term, high equity, free & clear —, with real skip-tracing built directly into the platform (owner cell phone & email in one click, ~76% right-party contact, DNC-scrubbed). No exporting to a third-party skip-trace tool.

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

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

• GenieAI™ overview
• Configuring the chat widget
• Customizing 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
• Customizing 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

Client-facing buyer, seller, and investor dashboards that sync with GenieCRM™.

• GeniePortal™ overview
• Buyer, seller, and investor personas
• How portal activity reaches GenieCRM™

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