GeniePortal™
Client-facing dashboard — saved searches, favourites, and direct agent messaging, linked live to GenieCRM™.
- 01 GeniePortal™ overview What GeniePortal™ is and how registered clients use it alongside your GenieCRM™.
- 02 Client-to-agent messaging How clients message their agent from the portal and where the conversation appears in GenieCRM™.
- 03 Buyer, seller, and investor personas How the portal tailors the dashboard to the kind of client using it.
- 04 How portal activity reaches GenieCRM™ The link between what a client does in GeniePortal™ and what the agent sees in the CRM.
