GenieCRM™
Leads, pipeline, tasks, email and 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 Getting around on a phone or tablet Choose the sidebar or the bottom bar on a phone or upright tablet, use More, and put the bar's tabs in your own order.
- 03 Adding and managing leads How to add leads manually, import from CSV, and manage your contact database in GenieCRM™.
- 04 How Lead Score works Automatic heat scoring that tells you who to follow up with first.
- 05 Pipeline stages and deal tracking How to use the visual pipeline to track deals from first contact to close.
- 06 Setting up drip campaigns Emails that start on their own when a lead reaches a pipeline stage or fills in a form, built in the same builder as Campaigns.
- 07 Building an email campaign Start from a template, type straight into the preview, lay out columns and images, and set the look of the whole email.
- 08 Scheduling and sending a campaign Choose the list and kind of message, set the first send, repeat it if you like, and send yourself a test first.
- 09 Campaign lists Saved audiences that stay current as leads come and go, with consent checked for you.
- 10 Campaign reports How campaigns perform, how much of each list can be mailed, who unsubscribed, and what failed to send.
- 11 Recipient preferences and unsubscribing The branded page every campaign email links to, where people choose what they hear about or stop everything.
- 12 Client property alerts Build a search on a map or by place, hand-pick homes to email once, or save the search as an automated alert.
- 13 Lead confirmations and notifications How GenieCRM™ automatically confirms new leads and inquiries, and how to control the messaging.
- 14 Role-based access control Understand the four GenieCRM™ roles and what each one can access.
