Due to the constant updates and dev dedication to the CRM App, please maintain the changelog at the bottom of this article.
iOS and Android Apps avaialbe.
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We assume most feedback will be a Feature Request. We do have a list of incoming features found below.
Feature Request Link: https://docs.google.com/forms/d/e/1FAIpQLSf_LmQ1EqWAEIsl2Kt5vSpqx5uggKe7Y5BL_O0jz5oZbazQfw/viewform
Getting Started
Before using the app, the client CRM needs to be set up first. None of the setup or maintenance tasks can be done from the CRM App. (Email, Texting, saved advanced lead searches, workflows, etc.)
Who is the CRM App for?
In general, the app is focused on the working agent. This isn’t an admin tool.
The target user base for the CRM App are the Real Estate agents in the field and on the go.
The app has normal Agent level permissions. There are NO Admin level features available.
The app is likely not useful for people who are at the desk most of the time (Office personnel, ISAs), users that regularly use elevated permissions, and non-RG CRM users (obviously).
Troubleshooting
There isn't a lot of troubleshooting that can be done, instead, take thorough notes on the issue for escalations.
- Gather the info from the App about the issue.
- Log out and back in.
- Uninstall and Reinstall.
If I own multiple sites, how do I switch between them?
You need to log out and log back in. It is on our roadmap.
Notables (To Be Fixed)
- Cannot edit an email once an email template has been selected.
Current Feature and Capabilities
- View Follow-ups
- Search for leads
- Manually add leads - No Bulk
- Use advanced lead filters
- Get notified via push notification
- Work a Lead
- Call (Straight to Dialer)
- SMS via Real Geeks (no Chat)
- Login As User
- Log activities and view activity history
- Notes
- Manage follow-ups
- View basic lead info
- Workflows. (add/remove, not management)
Planned Features (In no particular order)
- Lead Profile Updates:
- Important Dates (recommend using Important Notes block, for now, to go back and add later)
- Tags (recommend using Important Notes block, for now, to go back and add later)
- Support for Teams
- Ponds
- Dashboard filters for my leads vs all leads.
- Swap between RG-sites
- Chat
Version 1.3.0
New features
- Added the ability to filter lead activities by type.
- Added automatic prompt to log new activity when calling leads.
- Added test notification form to the debug room. (private note)
Enhancements
- Show loading spinner in the phone select list if loading.
- Show loading spinner in the email compose screen if loading.
Bug fixes
- Fixed lead notes tab wrongly showing all kinds of activity.
- Fixed issue where a conversation could never finish loading after interacting with a notification when the app is closed.
- Fixed action sheets on Android.
- Fixed keyboard behavior on Android.
- Fixed keyboard showing up when starting up on Android. (edited)
Version 1.2.0
Enhancements
- Refactor of push notifications
Bug fixes
- fixed push notifications
Version 1.1.0
New features
- Added “Source” information (date and details) to the lead details screen.
- Added “Assigned Agent” and “Assigned Lender” (and the ability to change them)
to the lead details screen. - Added missing “All leads” filter to the filter leads screen.
- Added results count to each filter in the filter leads screen.
- Added “Ascending / Descending” sorting descriptions to the filter bar in the
leads list screen. - Added “loading more” spinner at the bottom of the leads list screen while
loading the next page of results.
Enhancements
- Improved “pull to refresh” in the leads list screen.
- Improved pagination when loading more results in the leads list screen.
Bug fixes
- Fixed issue with the leads list screen not showing a new lead record after
creating one. - Fixed issue with the leads list screen not updating a lead record after
editing one. - Fixed issue with the leads list screen filters not respecting the current
sorting order and column (and vice versa). - Fixed issue where the lead activities screen would stop showing any content
after a “pull to refresh” in the leads list screen. - Fixed issue where the app would show an empty lead details screen after
tapping on certain push notifications. - Fixed issue with activities without descriptions not being properly saved.
- Fixed broken follow-ups list scrolling in the dashboard screen.
- Fixed broken workflows list scrolling in the add workflows screen.
- Fixed typo in the conversations screen.
- Fixed inconsistent “new lead” flag behavior for leads.
Fixes 1.0.1
- Fixed issue with push notifications not working after a fresh install.
- Fixed issue with newly created activities not showing with complete info.
- Fixed issue where the app would get stuck in a blue screen after signing out.
- Fixed issue with close button not working on the email setup screen.
- Fixed issue with blank space blocking out the compose email screen when the keyboard is up.
- Fixed issue in the compose email screen with the “to” field not getting correctly filled out with the lead’s email address after pressing the email actionable button from a follow-up in the dashboard.
Changelog:
This article was last updated on March 31, 2021 by Dillon Simms