Knowledge Base

Stay up to date with new features, improvements, and fixes as they are released to the platform.

GGMS CRM live training sessions weekly on Thursdays at 3:00 PM EST

Everything you need to understand the platform, complete initial setup, and start using the CRM with confidence.

Learn how people are stored, organized, and managed throughout the lead and client lifecycle.

Send and manage emails, text messages, and calls while keeping a complete communication history.

Automate follow-up, notifications, and internal actions based on lead behavior and system events.

Stay organized with tasks, reminders, and follow-up tools that ensure no lead is missed.

Understand how the IDX website works and how property activity connects back to the CRM.

Learn how to build, customize, and manage your website, including pages, navigation, content, and design settings.

Manage users, roles, and permissions across teams and brokerages.

Configure system-wide settings that control how the CRM behaves and appears.

Connect the CRM with third-party tools and services to extend functionality.