The CRM that runs
your real estate team.
Leads, pipeline, tasks, email and drip campaigns, client alerts, market reports, and team chat — all in one place. No Zapier. No extra logins.
Every tool your team needs to close more deals
Ten fully integrated modules — no plug-ins, no add-ons, no stitching things together.
Lead Management
Full contact profiles with activity timeline, lead score, seller awareness, last-touch tracking, and site visit history all in one view.
Contacts
Referring agents, title officers, lenders, inspectors and vendors in their own directory — out of your pipeline and your lead score. Name who referred each lead, and see every lead a partner has sent you.
Pipeline
Visual kanban board with drag-and-drop stages, agent assignment, pipeline value tracking, and automatic drip campaign triggers.
Tasks
Assign, track, and complete tasks per lead or per agent. Due-date reminders, overdue alerts, and team-wide visibility for team leads.
Email & Drip Campaigns
Drag-and-drop newsletters and market updates for whole lists, plus drip sequences that start when a lead reaches a pipeline stage or submits a form. Unsubscribe handling built in.
Client Alerts
Automated MLS listing alerts sent to buyers when new properties match their saved criteria. Drives engagement and repeat site visits.
Market Reports
Auto-generated MLS market reports branded with your logo. Schedule monthly or quarterly sends — clients receive data without you lifting a finger.
Team Chat
Built-in messaging with @mentions, DMs, file sharing, and read receipts. No Slack required — your team stays inside the platform.
Team Directory
Agent profiles, roles, contact info, and service areas all in one place. Admin impersonation for troubleshooting. Onboard new agents in minutes.
GenieCMA™
Generate a professional pre-listing package with live comps, pricing tiers, net proceeds, and a permanent shareable link — in minutes.
Every lead. Every interaction. One view.
GenieCRM tracks every touchpoint automatically — form submissions, site visits, listing views, email opens, and call logs. Agents always know where a lead stands without hunting through notes.
Know who sends you business
Referring agents, lenders, title officers and vendors live in Contacts — right beside your leads, never in your pipeline or your lead score. Name who referred each lead, and every partner’s page shows the leads they’ve sent you.
Every lead, every stage, in one view
A visual pipeline that shows exactly where every lead stands — from first contact to closed deal. Move leads with a drag, filter by agent, trigger campaigns automatically.
Know where every lead came from — even when their browser blocks tracking.
About 30–40% of real visitors today block Google Analytics. If your CRM's attribution depends on GA, you lose source data for a third of every form submission. GenieCRM™ captures attribution at three independent layers — first-party JavaScript, server-side request headers, and (when available) GA4 enrichment — so a failure at one layer never costs you the lead's context.
Follow-up that runs itself
Build email sequences once. They start when a lead reaches a pipeline stage or submits a form. Every email is branded, every send is logged, every unsubscribe is handled automatically.
Newsletters and market updates for a whole list live in Email Campaigns — a drag-and-drop builder with live listings and market reports.
Keep buyers engaged — automatically
Draw a buyer's search on a map, send them the homes you pick, and let GenieCRM email new matches automatically. Drives repeat site visits, keeps you top of mind, and shows clients you're working for them 24/7.
GenieCRM™ questions answered
Does GenieCRM™ replace tools like Follow Up Boss or LionDesk?
Yes — GenieCRM™ is a full replacement for standalone real estate CRMs. It includes leads, pipeline, email campaigns, drip campaigns, tasks, client alerts, team chat, and commission management in a single login. No third-party CRM subscription required.
Is GenieCRM™ built on WordPress?
Yes. GenieCRM™ runs as a secure shell inside your WordPress installation. It uses its own routing system so it never conflicts with your theme or public-facing pages. Your agents log in to the same WordPress site — no separate app.
Can I import my existing contacts?
Yes. We can import your existing contact database — included if you choose optional done-for-you setup. We support CSV imports from most CRM platforms including Follow Up Boss, LionDesk, CINC, and BoomTown.
How does lead routing work?
Leads can be routed by source, area, or agent using configurable rules. During a CINC migration, Form Bridge delivers every incoming lead into both GenieCRM™ and CINC simultaneously. Forminator form submissions can be mapped to specific agents or pipelines.
Is there a per-seat fee for agents?
Every plan is a flat monthly fee. The Team tier includes up to 15 agents flat; each additional agent is $99/mo.
What happens to CRM data if I cancel?
Your WordPress installation and all data stay with you — contacts, notes, pipeline history, and activity logs all remain in your database and are fully exportable. The GenieCRM™ plugin stops functioning after cancellation. Note: the Beaver Builder and Elementor licences bundled in your MLS Genie™ subscription would also become inactive — your own licences are around $100/year each if needed.
Everything inside GenieCRM™
The tools that run on top of your leads — pipeline, scoring, follow-up, and deal math.
Pipeline
A six-stage drag-and-drop deal board with timeline prompts and history snapshots.
Lead Score
Automatic Hot/Warm/Cool/Cold scoring so you call the right lead first.
Drip Campaigns
Automated email sequences triggered by pipeline stage.
Email Campaigns
Drag-and-drop newsletters and market updates with live listings, sent to saved lists.
Ask Genie
The assistant inside the CRM — market numbers, lead lookup and writing help.
Lead Tracking
See which channel produced every lead, from first visit to closed deal.
Client Alerts
New-listing email alerts for buyers, branded as you.
Commission Manager
Split calculations, tiered rules, and per-agent dashboards.
GenieCMA™
Comparative market analysis and pre-listing packages.
