GeniePortal™
Client-facing dashboard every lead gets automatically — saved searches, favorites, alerts and private chat with their agent, linked live to GenieCRM™.
- 01 GeniePortal™ overview What GeniePortal™ is and how registered clients use it alongside your GenieCRM™.
- 02 Portal accounts are created for every lead Each lead gets a private client portal account automatically, with no password and no email until you invite them.
- 03 Inviting leads to the portal Website, chat and form leads are invited automatically; you are asked about leads you add by hand, and imported leads are invited in bulk.
- 04 One-click sign-in links Invite and message emails sign the client in with one click. Each link works once and expires after 7 days.
- 05 Client-to-agent messaging How clients message their agent from the portal and where the conversation appears in GenieCRM™.
- 06 How clients are told about your messages A push notification first if the client has them on, then an email after 10 minutes if the message is still unread — batched, and never overnight.
- 07 Portal status on a lead Dormant, Invited, Signed in or Active — where each lead is with their portal, and how to filter the Leads list by it.
- 08 What clients are asked when they sign up The "I am a" answer, mobile number and email and text preferences every new account gives, and what happens to each.
- 09 How portal activity reaches GenieCRM™ The link between what a client does in GeniePortal™ and what the agent sees in the CRM.
