RealDialer Blog · Topic

CRM and Follow-Up

What happens after the call: recording outcomes, tracking lead sources, moving sellers through pipeline stages and following up at the right pace. These posts also cover how many seller leads one agent can realistically hold, when to stop following up, how to re-engage an old database, and how to make a past client call worth taking.

Start with what to record after every prospecting call and the seller lead pipeline stages. RealDialer keeps these records in a CRM built into the dialer; see how the built-in CRM works.

RealDialer graphic of a client record card with an anniversary date circled and a note attached
Latest post

The Past Client Call Is Not a Check-In

Two thirds of sellers hire an agent they already know or were referred to, and the call most agents make to stay in that group is the one that gets avoided: how are you, just checking in, let me know if you need anything. What the call is for, the four versions that have a reason to exist, what the eighteen-month rule does to the number, and the two questions that produce a referral without asking for one.

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One workspace for the list, the call, and the next move.

RealDialer keeps the active contact, property context, notes, outcome, and follow-up inside the same operating loop.

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