GeniePortal™
Client-facing dashboard — what changed since their last visit, saved searches, favorites, and direct agent messaging, linked live to GenieCRM™.
- 01 GeniePortal™ overview What GeniePortal™ is and how registered clients use it alongside your GenieCRM™.
- 02 What clients see on their dashboard The four panels that open when a client signs in, and what controls each one.
- 03 Client-to-agent messaging How clients message their agent from the portal and where the conversation appears in GenieCRM™.
- 04 Buyer, seller, and investor personas How the portal tailors the dashboard to the kind of client using it.
- 05 How portal activity reaches GenieCRM™ The link between what a client does in GeniePortal™ and what the agent sees in the CRM.
