You already use CRM filters to find the right leads. Now, you can turn those leads into a mailing list and send direct mail without exporting a spreadsheet or rebuilding your audience somewhere else.
With the latest Design & Print Studio update, selected CRM leads can be sent directly to a Saved Mailing List. You can then use that list to order postcards, flyers, newsletters, or letters and have them mailed straight to your leads.
Choose your audience, create your materials, and place your order all through one connected workflow.
Some leads respond to texts. Others open emails. And sometimes, the best way to stay visible is to put something tangible in front of them.
Send a seller-focused postcard to potential sellers, a market newsletter to past clients, or a letter to leads who haven’t responded online. By pairing the information already in your CRM with direct mail, you can give each audience a message that feels more relevant — and another reason to remember you.
The Design & Print Studio gives you two ways to build an audience for your direct mail campaigns.
Use geo-farming when you want to reach new prospects across a broader neighborhood. When you have a specific group of people you want to contact, create a Saved Mailing List from the leads already in your CRM.
Whether you’re introducing yourself to a new area or following up with people already in your database, you can choose the audience that fits your campaign.
Some leads — particularly Potential Seller Leads generated through EstateIQ — may have a property address but no name attached.
Those leads can still be included in your mailing list. They'll appear as "Current Resident" in the Design & Print Studio so your materials can be addressed and sent.
This will not change the lead’s contact information inside your Real Geeks CRM.
With direct CRM lead transfers now available in the Design & Print Studio, the legacy Real Geeks Postcards tool will be retired August 13, 2026.
If you're still using the legacy tool, now is a good time to move your campaigns into Design & Print. You’ll still be able to send postcards directly to your CRM leads, along with flyers, newsletters, and letters. You’ll also have the option to geo-farm broader neighborhoods.
You'll find more templates and a more flexible editor in the Design & Print Studio under Marketing > Design & Print in your CRM.
Head to the Leads List in your CRM, select the leads you want to reach, and use the Bulk Actions menu to send them to Design & Print as a Saved Mailing List.
Then, choose a postcard, flyer, newsletter, or letter with a Direct Mail ordering option, and select your new mailing list during checkout.
For step-by-step instructions, visit our Design & Print getting started guide.
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