Client & Task Management

Stay in touch with clients and keep your “to-do’s” organized and trackable with our fully integrated CRM and Task Manager.

Features:

  • CRM (Fully Integrated With Our Websites and Landing Pages)
  • Email Templates (Pre-written)
  • Calendar & Task Management For You and Your Staff
  • Social Media Automation (Facebook Timeline Engine)
  • Network Through LEX Real Estate System
  • Document Library (Contacts and Legal Agreements)

CRM (Fully Integrated With Our Websites and Landing Pages)

LEX Real Estate System Client Genie automatically imports leads captured on your site and assigns them a follow-up campaign based on the type of prospect – without any hassle on your part.

Email Templates (Pre-Written)

Set up automated campaigns using one of our email templates or one you’ve customized. Use My Client Genie to mail-merge contact info, and the app will send the emails for you – nurturing leads so that they become customers.

Calendar & Task Management for You and Your Staff

There’s nothing more frustrating, and avoidable, than losing a deal because you forgot to follow up. Create customized task reminders, easily attach contact information, and trigger an automatic follow-up after completing tasks. My Client Genie also gives daily reminders of your scheduled tasks until they’ve been completed.

Social Media Automation (Facebook Timeline Engine)

Increase traffic to your business by creating a fan page. Choose from our predesigned templates with color schemes, video, and lead magnets.

Network Through LEX Real Estate System

“Your network is your net worth.” Collaborate on deals, combine contacts, and ask for advice within LEX Real Estate System, the fastest growing nationwide community of active investors.

Document Library (Contracts and Legal Agreements)

Access our library of legal document templates designed for real-world real estate transactions.

Have questions? We’re always here to help.