GenieCRM™
Leads, pipeline, tasks, drip campaigns, client alerts, and team management.
- 01 Getting started with GenieCRM™ A complete overview of GenieCRM™ and how to navigate the platform for the first time.
- 02 Adding and managing leads How to add leads manually, import from CSV, and manage your contact database in GenieCRM™.
- 03 Pipeline stages and deal tracking How to use the visual pipeline to track deals from first contact to close.
- 04 Setting up drip campaigns Create automated email and SMS sequences that nurture leads on a set schedule.
- 05 Client property alerts Set up automated email alerts that notify buyers when new listings match their search criteria.
- 06 Role-based access control Understand the four GenieCRM™ roles and what each one can access.