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What is Real Geeks?

CRM automation streamlines operations, saving both time and financial resources. Real Geeks and external lead sources feed directly into a comprehensive CRM platform designed to monitor and cultivate leads throughout the entire sales process. Agents receive instant notifications via SMS and email as soon as new leads are generated. They can filter leads based on various criteria, such as user behavior, saved preferences, location, and pricing. This allows agents to strategically target prospects and engage them effectively. Real-time activity monitoring enables agents to identify active leads who are currently interacting with the website. To further enhance agent engagement, the system automatically searches for leads’ social media profiles online. Agents are promptly alerted and encouraged to follow up with leads that show high levels of engagement. The system also automatically assigns leads based on their geographical area and the source from which they originated. Furthermore, all communications are seamlessly synchronized with the agents' email accounts and integrated into the CRM, ensuring a smooth workflow and consistent communication. This level of automation not only boosts efficiency but also enhances the overall effectiveness of lead management.

What is Cratio CRM?

The Lead Management System is a comprehensive tool tailored to manage the entire lead management process with efficiency and precision. It encompasses essential features that facilitate everything from lead capture to assignment and ultimate closure. Leads can be sent straight to the CRM Inbox, where the platform automatically generates them, allocates them to the right users, and keeps customers informed through Email or SMS notifications. The system effectively captures submissions from website contact forms as emails, routing these leads to the CRM Inbox for seamless lead creation. Additionally, forwarding portal leads to the CRM guarantees accurate mapping of lead data onto the lead screen within the application. Leads can also be distributed automatically to the sales team based on their original source, ensuring that assigned users are promptly notified via Email or SMS. Users have the ability to monitor lead histories, which includes status updates and a comprehensive timeline that reveals aging concerns. Designed to accommodate sales territories linked to specific locations and products, the CRM allows for user access to be regulated according to territory guidelines. Users are also empowered to attach pertinent documents related to leads or customers, ensuring that all vital marketing materials are conveniently stored in a centralized hub for quick retrieval. This organized approach not only boosts operational efficiency but also promotes enhanced communication and coordination throughout the sales process, ultimately leading to improved customer engagement and satisfaction.

Media

Media

Integrations Supported

Copper
Follow Up Boss
Gmail
Google Sheets
Integrately
Jotform
Leadpages
Manychat
Mojo
Open House Wizard
Pipedrive
Salesforce
Slybroadcast
TRIBUS
Trello
Zapier
leadpops

Integrations Supported

Copper
Follow Up Boss
Gmail
Google Sheets
Integrately
Jotform
Leadpages
Manychat
Mojo
Open House Wizard
Pipedrive
Salesforce
Slybroadcast
TRIBUS
Trello
Zapier
leadpops

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Real Geeks

Date Founded

2009

Company Location

United States

Company Website

www.realgeeks.com

Company Facts

Organization Name

Cratio

Date Founded

2009

Company Location

India

Company Website

www.cratiocrm.com

Categories and Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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