Customer Relationship Management (CRM) - Communications
Email Sunsetting
The numbers for the email sunsetting feature.
14 unopened emails - Daily to Weekly
16 unopened emails - Weekly to Monthly
22 unopened emails - Monthly to Never
If the lead opens up any of these emails it will automatically switch them back to daily and the counter restarts.
Additionally, a lead can manually change the settings for themselves to turn property update emails on.
The numbers for the email sunsetting feature.
14 unopened emails - Daily to Weekly
16 unopened emails - Weekly to Monthly
22 unopened emails - Monthly to Never
If the lead opens up any of these emails it will automatically switch them back to daily and the counter restarts.
Additionally, a lead can manually change the settings for themselves to turn property update emails on.
What is the Email Integration function?
Use this feature to view emails you have sent and emails sent to you through the lead manager via your business email address.
To maintain the highest level of privacy and security, conversations will only be recorded if the lead’s email address is available within your CRM/Lead Manager.
The email integration is broken into 2 parts:
Sending Email from CRM
Records outgoing messages in email correspondence between agents and leads
Email Sync
Records incoming messages in email correspondence between agents and leads
Real Geeks has 3 different options for integration with the Lead Manager:
Gmail/Gsuite Integration
How to Integrate Gmail/Gsuite
Sending Email from CRM (Outgoing):1. Go to the Email integration tab in your CRM (HERE)
2. Press the “Setup Now” button under “Sending Email from CRM”
3. Select the “Gmail” icon
Use this feature to view emails you have sent and emails sent to you through the lead manager via your business email address.
To maintain the highest level of privacy and security, conversations will only be recorded if the lead’s email address is available within your CRM/Lead Manager.
The email integration is broken into 2 parts:
Sending Email from CRM
Records outgoing messages in email correspondence between agents and leads
Email Sync
Records incoming messages in email correspondence between agents and leads
Real Geeks has 3 different options for integration with the Lead Manager:
Gmail/Gsuite Integration
How to Integrate Gmail/Gsuite
Sending Email from CRM (Outgoing):1. Go to the Email integration tab in your CRM (HERE)
2. Press the “Setup Now” button under “Sending Email from CRM”
3. Select the “Gmail” icon
Sold Listing Search and Update Emails
Real Geeks has implemented both a sold listing property search and property update email feature to help you better engage with your leads. By including the sold listing property search you are able to remain competitive with other websites and portals in your market. With sold listings included in property update emails, your clients are now able to get a more informed view of market activity in their preferred areas and will appreciate your site for providing this information to help them make more informed decisions. Real Geeks has made sold listings when available from the MLS.
Why is sold data now included in property updates?
Your clients' property update emails now include an additional link to view properties that have recently been sold within the area covered by their saved searches. This information will give them a better idea of the local market activity and in many cases creates a sense of urgency that the time for action is now. Having access to sold prices and closing dates gives your clients an informed understanding of the market and will help them to make a better purchasing decision. This all results in a stronger relationship with your leads, increases the opportunities for engagement and keeps them coming back to the site.
How is this useful?
Entice on-the-fence sellers! The increased exposure to sold listings will lead your clients to become more in tune with the local market. If your site has enabled the Seller Leads Generation Tool, your curious clients can use this tool to easily check the value of their own home. Agents who have enabled the Seller Leads Valuation notification will be alerted with the valuation of their client's property.
Here is a sample script to engage your clients:Jeff often recommends to top-producing agents he works with that they keep in touch with their Sphere of Influence.
“Hi Mary, this is [Your Name] with 'XYZ Realty'. I'm giving you a call today because I have a lot of friends and past clients asking me to keep them updated on their real estate investments. My website can do that. I can set you up on a sold search and it will send you the activity in your neighborhood as it happens so you can keep up with what's going on in the market.
By contacting your SOI to inform them of this new feature, you are seeking permission to stay in touch by providing consistent value.
Real Geeks has implemented both a sold listing property search and property update email feature to help you better engage with your leads. By including the sold listing property search you are able to remain competitive with other websites and portals in your market. With sold listings included in property update emails, your clients are now able to get a more informed view of market activity in their preferred areas and will appreciate your site for providing this information to help them make more informed decisions. Real Geeks has made sold listings when available from the MLS.
Why is sold data now included in property updates?
Your clients' property update emails now include an additional link to view properties that have recently been sold within the area covered by their saved searches. This information will give them a better idea of the local market activity and in many cases creates a sense of urgency that the time for action is now. Having access to sold prices and closing dates gives your clients an informed understanding of the market and will help them to make a better purchasing decision. This all results in a stronger relationship with your leads, increases the opportunities for engagement and keeps them coming back to the site.
How is this useful?
Entice on-the-fence sellers! The increased exposure to sold listings will lead your clients to become more in tune with the local market. If your site has enabled the Seller Leads Generation Tool, your curious clients can use this tool to easily check the value of their own home. Agents who have enabled the Seller Leads Valuation notification will be alerted with the valuation of their client's property.
Here is a sample script to engage your clients:Jeff often recommends to top-producing agents he works with that they keep in touch with their Sphere of Influence.
“Hi Mary, this is [Your Name] with 'XYZ Realty'. I'm giving you a call today because I have a lot of friends and past clients asking me to keep them updated on their real estate investments. My website can do that. I can set you up on a sold search and it will send you the activity in your neighborhood as it happens so you can keep up with what's going on in the market.
By contacting your SOI to inform them of this new feature, you are seeking permission to stay in touch by providing consistent value.
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