The CRM is now easier than ever to navigate

We wanted to make things easier to find. We’ve gone through an information architecture overhaul with regards to navigation. It may take a little getting used to, but trust us when we say it is better. 

Before: 

 After:

Buyers List and Importing Leads

We felt both of these features were important enough to bring forward from their previous locations. 

 

All Comms and templates in a single place.

We’ve brought together all the methods of communication and made it easier to edit their respective templates. This should save power users a couple of clicks. 

Calendar View and All Follow-Ups

Did you know that the CRM has a useful view for seeing all scheduled follow-ups at a glance? We found that it was all-but-hidden before, so brought it up to the surface. Check it out for yourselves!

Any drip page you need in 1 click

The Drip system is a powerful addition to CRM that deserves to be front and center when you need it.

NEW! Advertising

This section holds some of our ad tools and services offered to help boost your business. 

Managing Users and Lead Routing

Lead routing and users were buried in settings. We’ve given them a dedicated space. Admins who work in larger teams revisit these pages often, so this only made sense. 

Edit your websites in Settings

We streamlined the settings quite a bit to make key configurations easier to find. This is the place to go to customize real geeks to your business.  

 

“Status” is now on the leads list!

Use the status to keep your pipeline up to date. We’ve added an indicator for statuses to the table so that you can see at a glance which leads are in which stage.

“Last Contacted” is now on the leads list!

When was the last time we talked? Oh yeah! We’ve added this to the lead list so you can easily scan when the last phone, text, or email happened. Prioritize your list by when you last spoke by clicking the column header to sort leads by most recently contacted or by those who’ve never heard from you.

Anna is now Generally Available

At Real Geeks we believe that it is important for us that whatever we deliver to you has been tested and proven to help you grow your business.  We now have full confidence that Anna the same or better than your existing Real Geeks site. To see an example, CLICK HERE

List View > Grid View > Map View

The list view is now the default view for property searches instead of the grid view. Users can still toggle between views if they would like. We recommended driving PPC traffic to the search results page to generate home search leads for best conversion.

 

Published on Nov 2, 2021 under ,

About

Real Leads by Real Geeks is a highly efficient and effective marketing solution for generating, capturing and managing home buyer/seller leads.

One of the best lead generation and management systems available. A fully integrated custom IDX and marketing solution to drive traffic, capture leads, manage-cultivate them and close more transactions.

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You don't have to take our word for it! We encourage you to do your research and talk to our customers to see why they chose to go with our solution.

(Coaching) (Keeping It Real)

Keeping It Real: The Resources To Equip Your Real Estate Team for Success with Sascha Chatman

Keeping It Real: The Resources To Equip Your Real Estate Team for Success

 

 

In this episode of Keeping it Real, Sascha Chatman and  Frank Klesitz, CEO of Vyral Marketing, break down how you can equip your real estate team for success.

Learn more about the resources needed to manage your own team of real estate agents. Of course, a capable workforce is one thing for generating leads and obtaining success in the real estate world. However, having the right resources available is one of the critical factors needed to equip your real estate team for success.

Recruiting Presentation 

Transforming Your Success into Their Success

Creating a Schedule

Buying this Year vs Next Year

Discovery Phase

The discovery phase is meant to determine whether or not the agents being recruited are the right fit for their real estate team while providing the necessary details for the agents to know what their team is about. Sascha first discusses their team goals and strategies to ensure agents know exactly what they're walking into. He also discusses other matters, such as expectations from the agents themselves and their commissions.

The discovery phase may be one of the most important parts of knowing how to equip your real estate team for success. In order to succeed, you need to have a reliable workforce on your side that shares the same goals and is willing to cooperate with the rest of the team to move forward. Having a compatible and efficient team is one of the best resources you can have in real estate, as it can significantly affect your business' productivity.

Ad Educated Buyer is Easier to Work with!

Agent Utility Belt

This is the highlight of the entire video. Sascha compares his utility belt of resources to Batman's belt of tools and trinkets. This belt essentially exists to store all resources and keep them within reach. Don't get the wrong idea, though. It's not an actual belt. Instead, it is usually a cloud or a compilation of all your valuable resources, such as videos, links, and other agent tools. Having a utility belt that is curated specifically for your team and your needs could help increase the productivity of your workflow because you won't have to scavenge for resources when you need them.

Not only does it make you more productive within your workplace, but it also gives off the sense that you are reliable and organized. When clients ask for something, you will easily have it within reach. 

Clients understandably have many questions before closing the deal, so one of the best ways to answer them is to grab a resource from your utility belt. For example, you're talking to a client about title insurance. Instead of answering their questions yourself, you could take an informative video from your utility belt and ask them to watch it. This makes it easier to understand and relate to.

Having a utility belt is a great way to equip your real estate team for success. It also comes in useful during business transactions. All in all, it's one of the best resources that a real estate team can have.

Having the right resources is essential in equipping your real estate team for success. Create an agent utility belt that caters to your team by signing up for the Real Geeks platform today. We provide valuable resources that you and your team can use to achieve the best possible outcome in every situation. Get started with us today!