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 Contacts: referring agents, lenders, title and vendors Keep everybody you work with who is not a lead — referring agents, title officers, lenders, inspectors and vendors — in one place, out of your pipeline.
- 05 How Lead Score works Automatic heat scoring that tells you who to follow up with first.
- 06 Pipeline stages and deal tracking How the pipeline board, deals on a card, Pipeline Volume and Est. Commission work.
- 07 Escrow steps and deal documents Track every step from accepted offer to closing, keep the paperwork with the deal, make a deal straight from escrow details in a note, and share it with your client in their portal.
- 08 Electronic signatures Send a deal's PDF for signature, in order or all at once, and get back a signed copy and a certificate of completion with the full audit trail.
- 09 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.
- 10 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.
- 11 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.
- 12 Campaign lists Saved audiences that stay current as leads come and go, with consent checked for you.
- 13 Campaign reports How campaigns perform, how much of each list can be mailed, who unsubscribed, and what failed to send.
- 14 Recipient preferences and unsubscribing The branded page every campaign email links to, where people choose what they hear about or stop everything.
- 15 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.
- 16 Site Analytics: every visit, with or without cookies MLS Genie counts every visit to your website without cookies, and shows Google Analytics and Search Console alongside when you connect them.
- 17 New-lead emails, confirmations and the Email Log Choose who is emailed about every new lead, what the people who contact you receive, and see every email your site sent — on every plan.
- 18 Role-based access control Understand the four GenieCRM™ roles and what each one can access.
