LogoLogo
  • Welcome
  • Live Workshops
  • What's New?
    • November 10
    • November 8
    • November 2
    • October 26
    • October 25
    • October 22
    • October 21
    • October 19
    • October 13
    • October 12
    • October 11
    • October 8
    • October 5
    • September 23
    • September 21
    • September 13
    • August 31
    • August 26
    • August 17
    • August 3
    • July 26
    • Jun 12
    • May 26
    • May 21
    • May 18
    • May 11
    • May 4
    • April 16
    • April 5
    • March 25
    • March 15
    • February 24
    • February 5
    • February 2
    • January 25
    • January 5
    • December 30
    • December 15
    • December 14
    • December 3
  • Guides
    • 🚀Getting Started
      • Sign up, Sign in
      • Connect to Outlook, Google
      • Upgrade to Agent
      • Add Your Email Signature
      • Add Your Photo
      • Account Settings
      • Get the Mobile Apps
    • 📗CRM
      • Connect to Outlook, Google
      • Add Contacts
        • Create a Contact
        • Import .csv Spreadsheet
        • Import Phone Contacts
        • Auto-created Contacts
      • Contact Profile Overview
      • Organize Your Contacts
        • Tags
        • Filters & Smart Lists
        • Search
        • Managing Duplicates
      • Set Follow-Ups
      • Birthdays and Anniversaries
      • Flows & Automation
      • Rechat Daily
      • Calendar
      • Inbox
      • FAQ
    • 🎉Marketing
      • Promote Your Listings
      • Send Newsletters
      • Stay Top of Mind of Your SOI
      • Email Marketing (eBlasts)
        • Select a Template
        • Customize Your Email
        • Follow Best Practices
        • Send or Schedule
        • Get Insights
        • Matterport Social Teaser
      • Social Marketing
      • Print Marketing
      • Agent Network
    • ✍️ Deals
      • Deal's Dashboard
      • Create a deal
      • Deal Profile View
      • Editing Forms In Rechat
      • Collecting eSignatures
      • Uploading & Splitting Documents
      • Messaging Back-office
      • Managing Listings & Accepting Offers
        • Manage Listing Photos
        • Order Yard Signs
        • Post Open House on MLS
        • Accepting Offers
        • Counter Offer
      • Closing Out Deals
    • 🗺️ Tour Sheets
    • 🏠Open House Tool
    • 🌍MLS© Search & Alerts
    • 🗨️ Chat
  • Appendix
    • Getting Help
    • Brokerage Set Up
      • Marketing Template Guidelines
      • Deals Customization
        • Smart Forms
      • Single Sign On (SS0)
      • Email Delivery
        • Setup DNS Records
      • Lead Capture
      • Import Contacts
    • MLS Coverage
    • Integrations
      • My Marketing Matters
Powered by GitBook
On this page
  • Is it safe to connect to my Google or Outlook account?
  • Can I use my CRM without connecting to an Outlook or Google account?
  • Are my emails saved in Rechat?
  • Is Rechat in the cloud?
  • Can I export my contacts from Rechat?
  • Is Rechat CRM integrated with the MLS system?
  • Does my Rechat calendar update my Outlook/Google and vice versa?
  • What are the highest converting leads?

Was this helpful?

Export as PDF
  1. Guides
  2. CRM

FAQ

Some commonly asked questions about Rechat CRM.

Is it safe to connect to my Google or Outlook account?

Absolutely. We conduct an annual audit with a third-party company selected by Google to do a full security audit. Your data -- including contacts, emails and calendar events -- are all yours and we never share them with anyone. And if you leave Rechat, you can delete them and disconnect your account.

Can I use my CRM without connecting to an Outlook or Google account?

Yes, but you won't be able to fully utilize all of Rechat's features and automation. There is absolutely no cost for you to connect your account: It's safe and the cost is included in your account. It comes with many advantages such as emails being sent from your Gmail/Outlook account, and Rechat's two-way sync of emails, calendar and contacts.

Are my emails saved in Rechat?

No. We only save the metadata about your emails such as title, teaser, and date. We do not save the body of your email messages at any point. Anytime you click on an email to see its body**,** we retrieve the data in real time from your email account and display it without saving it in our servers.

Is Rechat in the cloud?

Yes. We use AWS servers and all of the information we do save is recorded on secure servers on Amazon.

Can I export my contacts from Rechat?

Absolutely. Go to Contacts, select one or all contacts, and then select Export from the available actions and an Excel spreadsheet would be downloaded for you.

Is Rechat CRM integrated with the MLS system?

Yes. While Rechat is fully-functional without an MLS integration, just like other CRMs, it offers unique advantages when it is connected with your local MLS. It will make it easier to look up listings and use listing information effortlessly throughout the Rechat CRM experience.

Does my Rechat calendar update my Outlook/Google and vice versa?

Yes. Rechat sync is two-way, meaning whatever you update in Rechat will automatically be updated in your connected Outlook or Google calendar, and anything you update there will automatically be updated in Rechat. This is so you don't have to update your information in all of your accounts, and doing it in one will sync the others for you.

What are the highest converting leads?

The table below is based on statistics published by NAR, showing the odds of closing leads based on the original source you have received them from. On the left side, you can see the list of all the different ways you can receive a lead, and on the right side you can see the number of leads you need to get and work with before you can actually close one. The three sources at the bottom of the table have a significantly higher rate of closing than any other type of lead and top-producing agents put all of their focus there. In fact, 86% of a top-producing agent's income comes from referrals and repeat business.

PreviousInboxNextMarketing

Last updated 3 years ago

Was this helpful?

📗