Real-time sync
The portal user and the CRM lead are one record — registration creates or updates the lead automatically, so there is no import step and no duplicate contact to reconcile. Saved properties, saved searches, and portal activity are tracked against that record, and client messages thread straight into it.
Using it as an agent
Open the lead in GenieCRM™ and the client message thread is right there in the Messages card, with an instant email notification for every new client message. On the client's side, the bell at the top of the portal lists each message from the team and each open to do item, with Mark all read and Clear read. A unified portal-activity timeline view on the lead profile is rolling out next.
- The bell, with the number of unread items.
- Mark all read and Clear read.
