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 How Lead Score works Automatic heat scoring that tells you who to follow up with first.
- 04 Pipeline stages and deal tracking How to use the visual pipeline to track deals from first contact to close.
- 05 Tasks and Google Calendar sync How showings and calls reach your own calendar, and what happens when you move them there.
- 06 Setting up drip campaigns Create automated email sequences that nurture leads on a set schedule.
- 07 Client property alerts Set up automated email alerts that notify buyers when new listings match their search criteria.
- 08 Subscriptions and email preferences The seven things a client can sign up for, the five switches they control, and how the two relate.
- 09 Lead confirmations and notifications How GenieCRM™ automatically confirms new leads and inquiries, and how to control the messaging.
- 10 Role-based access control Understand the GenieCRM™ roles and what each one can access.
