CRM

  1. Add a contact by handYou can add someone to the CRM yourself, without waiting for a call, for example a referral or a person you met at an open house.
  2. Add your own contact fieldsFields are the questions your account asks about every person, such as budget, move date or loan type. Because they are typed, you can filter on them and build
  3. Add, pin and edit notesNotes are what you learned about a person, kept on their record and on their timeline. Anyone who can see the contact can read the notes on it.
  4. Attach a file to a contactEach contact has a Files tab for documents about that person: agreements, disclosures, offers, photos and more. Each file gets a label so you can find it later.
  5. Build a call block from your contactsBuild call block turns the people in a smart list, or the contacts table as filtered right now, into a calling list your dialer can work. You can hand it straig
  6. Build a CMA reportThe CMA room builds a comparative market analysis from the sales you keep on file. You get a supported value range, a price per square foot, the sales it used,
  7. Build a follow-up sequenceA sequence is a cadence of touches over time: call, wait, text, wait, email. Each touch either lands as a task for whoever works the contact, or, for an email,
  8. Call a contact from the CRMYou can call one person straight from the CRM. RealDialer dials that one number for you, keeps a small call bar on the page, and saves the result to their timel
  9. Change many contacts at once and exportTick contacts in the table and a bar appears with actions that change all of them together: Add tag, Remove tag, Assign, Temperature, Type, Rating and Delete. E
  10. Check your notifications and alertsThe bell in the top bar shows what happened while you were busy: missed calls, voicemails and replies. The number on the bell is how many are unread. The same l
  11. Create a booking pageA booking page is a link you send people so they can pick a time out of your real calendar and book themselves.
  12. Create and work your tasksTasks are everything you said you would do: call back, send the comps, drop off a packet. Each task can be tied to a contact, has a type, a priority, a due time
  13. Delete and restore contacts with the recycle binEverything you delete in the CRM, whether a contact, deal, task or note, waits in the Recycle Bin for 30 days before it is gone for good. Contacts in the bin ar
  14. Edit a contact’s detailsEvery contact record can be changed at any time: name, email, address, type, temperature, rating, lead source and owner.
  15. Fill in your brand kitThe Brand Kit holds the facts every message carries: your name, licence number, brokerage, office address, direct phone and email, website, disclosure line, sig
  16. Find and filter your contactsThe Contacts room is a table of everyone in your CRM, with their type, temperature, rating, owner, open work and last activity. A row of filters narrows it down
  17. Get around the CRMThe CRM is where the people you talk to live after a call: their record, notes, tasks, deals, appointments and messages. It comes with every plan.
  18. How contacts get into the CRMYour calling lists and your CRM are two different places. A list is everyone you plan to dial. The CRM is the people you have actually connected with, plus anyo
  19. Install a playbookPlaybooks are ready made cadences you install whole: New Lead, New Appointment, Expired and cancelled, For sale by owner, and Sphere and past clients. Each one
  20. Keep shared files in the libraryThe Files room is a shelf for documents your account sends over and over, like the buyer guide, the listing packet or a common disclosure. A sequence step can p
  21. Manage a contact’s phone numbersA contact can have several phone numbers. The Numbers on file card lists them in dial order with the state of each one, such as Not tried yet, Tried 3 times or
  22. Manage lead sourcesLead sources are the one list of where your contacts came from, such as Zillow, past clients or doorknocking. Keeping one list means two spellings of one origin
  23. Merge duplicate contactsThe Duplicates room lists records that share an email address or a name. Nothing merges on its own. You pick which record survives, see what would move, and you
  24. Property details and pulling owner recordsThe Property tab shows who owns the home and what is known about it: property and mailing addresses, phone numbers, emails, beds, baths, square feet, year built
  25. Put a lead form on your websiteA ready made lead form you can put on your own website or landing page, or link to straight from an ad. Every lead it takes goes into RealDialer the same way as
  26. Put your lead form on WordPress with the pluginA small WordPress plugin that shows your RealDialer lead form on any page with a shortcode or a block. It shows the form you designed in RealDialer, so a change
  27. Read and reply in the InboxThe Inbox holds every text and email written to your account, one conversation per contact, newest first.
  28. Search everything from the top barThe search box in the top bar looks across your whole account: contacts, call transcripts, call notes, notes, texts and email, tasks, callbacks, appointments, d
  29. See a contact’s call and activity historyThe contact record keeps one dated timeline of everything that happened with a person: calls and their results, voicemails they left, texts and emails, notes, f
  30. See and send email to a contactThe Email tab on a contact shows every email your sequences sent to them and any they sent back. To write one email yourself, you send it from your own email ap
  31. Send a lead to the CRM or CloseDaily from a callSend this lead moves the person you are talking to into your RealDialer CRM, and can also send them to CloseDaily if your account has it connected. When you add
  32. Send Google Ads and Facebook leads to RealDialerIf you run lead form ads, where people fill in the form inside Google or Facebook instead of on your website, those leads can come straight into RealDialer thro
  33. Send website leads in with a lead intake URLA lead intake URL is a private address you paste into your website form, a portal or anything else that sends you leads. A lead posted to it becomes a contact i
  34. Set up automationsAn automation watches for one thing to happen and then does up to 12 things about it, with nobody clicking. For example, tag every new seller, assign whoever co
  35. Set your availability and booking rulesAvailability holds the hours you are willing to be booked in and the rules around them. Your booking pages and the free slots RealDialer offers are worked out f
  36. Stop calling a contact or add them to do-not-callThere are two ways to keep the dialer away from someone. Stop calling is a working decision you can undo. Add to do-not-call puts every number on the record on
  37. Tag contactsTags are short labels you put on contacts, such as Hot seller or Past client. You can filter the contacts table by tag, build smart lists on them, and use them
  38. Text a contact from a callClick to text lets you send one text by hand to the person on your screen. You read the message, press Send, and nothing goes out on its own. Texts come from yo
  39. Track appointment outcomes and kept rateAppointments is a ledger of every appointment that got set and what came of it. At the top it counts Set, Kept, Settled, Kept rate, No shows and Waiting on you.
  40. Track deals on the pipeline boardDeals shows your opportunities on a board, one column per stage, with the count and total value in each. Each card shows the contact, the value, the next task a
  41. Use and save smart listsA smart list is a saved question, not a saved copy. It re-runs against your CRM every time you open it, so it is always current. RealDialer comes with built in
  42. Use the contact record pageEach person in RealDialer has one record page with everything about them: numbers, contact info, lists they are on, your fields, tags, the next follow-up, calli
  43. Use the CRM calendarThe calendar shows callbacks the dialer booked, appointments you set and your open tasks with a due time, on one grid. Callbacks saved on a call land here on th
  44. Write email and text templatesTemplates are the wording you reuse, with details like the contact's first name filled in for you by merge fields. Sequences, click to text and booking reminder
Version 1.0.357