📗People
Managing contacts, communications and your sphere.
What is the People Center?
Rechat’s People Center is your all-in-one hub for managing relationships, tracking leads, automating follow-ups, and growing your real estate business. Whether you're staying in touch with past clients, nurturing current prospects, or assigning leads across your team, the People Center brings structure and strategy to every client interaction.
It’s more than a CRM — it’s a strategic tool designed to help you improve your workflow, enhance your customer experience, and focus on what matters most: building relationships that grow your business.
People Center Overview
Designed to help you manage relationships at every stage — from first touch to long-term client care.
Add Contacts
Contact Profile Overview
Organize & Filter Contacts
Lead Routing
By staying organized and consistent, you’ll build trust, stay top-of-mind, and turn more leads into closed deals.
Your Rechat Calendar is fully synced with Google and Outlook, making it easy to manage your schedule across platforms.
🔄 Two-way sync keeps everything updated automatically
🎉 Special dates like birthdays, home anniversaries, and wedding anniversaries auto-populate for each contact
📅 Critical deal dates (e.g. closing dates, inspection deadlines) are added directly to your calendar
🔔 Stay on top of client milestones without ever having to remember them manually
No more juggling calendars — everything is connected and visible in one place.
Your to-do list just got smarter. Rechat’s Tasks feature helps you stay focused, organized, and in control.
📝 Create tasks tied to specific contacts or deals
📆 Set due dates, reminders, and recurring tasks
📋 View and manage your full task list across all clients
✅ Prioritize what matters most and check things off as you go
Whether it’s a follow-up call, an open house reminder, or paperwork due, Tasks ensures nothing slips through the cracks.
Seamlessly connect your Outlook or Gmail inbox to Rechat and bring all communications under one roof.
📤 Emails sent from Rechat are logged in your actual email’s sent folder
📩 View emails received from your contacts right inside their contact profile
👀 Gain insights into email performance — get notified when someone opens your message or clicks a link
🔁 Keep conversations flowing without switching between tools
By integrating your email, you get a complete communication history for every contact, and insights to help guide your next move.
🌱 Why It Matters
In real estate, your relationships are your business. But between appointments, admin tasks, and managing marketing, it’s easy to let valuable opportunities slip through the cracks. That’s where the People Center comes in — helping you stay organized, proactive, and connected.
Get a clear snapshot of each contact’s history, activity, and communication timeline
Automatically track and analyze your outreach
Centralize all client information in one accessible location
Turn your contact database into a relationship engine
Featured On-Demand Workshop
Own Your Sphere
In order to be a top performing agent, you need to constantly stay in touch with your sphere. On average you want to have 30-40 touch-points per year to stay relevant to your clients. These would be a mix of direct touch-points such as calls or birthday and anniversary celebration messages, and indirect touch-points that you still need to customize for your sphere, such as sending mailers, online ads or email newsletters. Having frequent touch-points will result in your sphere knowing and trusting you.
Rechat will help you automate many of your touch-points and remind you to stay on top of the rest.
Using Your People Center Can Make Growing Your Business Simple
A glance at your Rechat People Center will give you a clear overview of your clients. You can see everything in one place — a simple, customizable dashboard that can tell you a client’s previous history with you, the status of their deals, and more. You can think of your People Center as your own private social media with a ton of valuable information about your relationships: It’s an extension of your brain.
Additionally, utilizing your People Center will help you improve your customer’s experience. A recent industry-wide survey has shown that 89% of an average agent's time is spent on doing the "leg-work," such as administrative work, rekeying info, and other non-income producing work, while only 11% of an agent's time was actually spent on connecting with their clients and sphere. Putting your People Center to work for you allows you more time for valuable face-to-face meetings.
Running Your Business Without Your People Center Can Cost You Real Money
More administration and more data entry means less time for everything else. An active real estate salesperson is involved with a growing number of relationships and transactions -- and a flood of data. Agents are out on the road talking to customers, meeting prospects, and finding out valuable information — but most of it ends up scribbled on a piece of paper or becomes a mental note likely to be forgotten later. Details can get lost, meetings lack follow-up, and prioritizing clients and prospects may become a matter of guesswork rather than a rigorous exercise based on data. Even worse, past clients may be forgotten. NAR reports that only 18% of agents follow up with their past clients in year one after closing.
Your People Center guarantees you stay connected, reminded of important touch-points, events and much more! Taking the time to import, tag and organize your contacts at the start will ensure you are connected to your sphere year-round - and for years to come!
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