LogoLogo
  • Welcome
  • Daily Training Sessions
  • Downloadable Guides
  • What's New?
    • Turn Visitors Into Leads: Add a Lead Capture Form to Your Website
    • Create CMA Presentations from the Search Center
    • Post to Your Instagram Story Directly from Rechat! Craft. Click. Share.
    • Full-Service Mode: Manage Open House Registrations
    • A Simpler Navigation Experience
    • Email Drafts & Impersonation Support in Marketing Center
    • Manage Duplicate Contacts, Simplified
    • Digital Ads
    • Enhanced Account Settings
    • Admin Impersonation for Websites & Presentations
    • Websites & Presentations Have Moved!
    • New Look for New Contacts
    • Introducing โ€˜Historyโ€™
    • Fresh Deal Summary
    • Revamped Contact Profiles: Cleaner, Faster, Smarter!
    • Lucy: Your AI Assistant
    • Email Previews
    • Enhanced Placeholders
    • Rechat Marketing Studio
    • Notes on Android
    • Lead Sources & Routing
    • Today Page & Digital Business Card on Android
    • Social Post Building Blocks
    • Improved Deals Profile
    • Google News In Articles
    • Personalized Stickers
    • Holidays in Calendar
    • Refreshed Contact Cards
    • Easier-to-Use Calendar on iPhone
    • Refreshed My Designs
    • Email Quota
    • Simplified Marketing Center Navigation
    • Security Beyond Passwords
    • Pages
    • Introducing Lucy
    • Activity Feed
    • Realtor.com & Zillow Lead Integration
    • Digital Business Card
    • Forms Library
    • Filter & Scroll Contacts
    • Digital Open House on iOS
    • Celebrate Your Contacts
    • Notify Agents of Missing Docs (Admin)
    • Improved Contact Filtering
    • Unsubscribed Contacts
    • Tasks
    • Videos in Email
    • Touch Reminders
    • Email Campaigns
    • Improved Contacts
    • Post to Instagram from Rechat
    • New Navigation Menu
    • Private Forms in Deals
    • GIF Previews in Email
    • All-New Today Page
    • Rechat on iPad
    • Filtering Deals
    • Deals Archiving
    • Impersonate Agents (Admin)
    • Searching Multiple Zip Codes on iOS
    • CSV Imports
    • Marketing Center on iOS
    • Searching Multiple Zip Codes
    • Listing Link Preview on Social Posts
    • Celebrate Your Contacts
    • Filtering Deals
    • Uploading Assets (Admin)
    • Social Links in Agent Profile
    • All-New Property Searches
    • Contacts in Deals
    • Creating Deals
    • Expanded Marketing Center Options
    • Connect Multiple MLSs
    • Making Deals Visible to Admins
    • Customizing Deals (Admins)
    • Cover Photos for Accounts
    • Impersonating Agents (Admin)
    • Personal Recipient Attributes in Email
    • Fluid Text on Forms
    • Seamless Communication on Deals
    • Override Form Fields
    • YouTube & Vimeo Videos in Email
    • Notify Agents on Deals
    • Cover Photos for Accounts
    • Search Deals on iOS
    • Mailing Addresses for Deal Contacts
    • Improved Address Descriptions
    • Marketing Center Search
    • Celebrate Your Contacts
    • August 3
    • All-New Listings Page
    • Improved Flows Experience
    • Redesigned Deals Page
    • Adding Notes to Contacts
    • Simplified Account Activation
    • Board View for Contacts
    • Sharing Marketing Templates
    • Audience Confirmation
    • Property Websites
    • Simpler Deal Creation
    • Contact Tags
    • Daily Email
    • Stock Images in Marketing Center
    • Agent Profile on iOS
    • Adding Events to Calendar
    • Redesigned Listing Page
    • Improved Deals Experience
    • Agent Network
    • Improved Listing Cards
  • Self-Guided Learning
    • ๐Ÿ‘‹Intro & Account Setup
    • โšกAutomate Your Workflows
    • ๐ŸกNew Listing
    • ๐Ÿง‘New Buyer
    • ๐Ÿ–ฅ๏ธMarketing Admins
    • ๐Ÿ“ผOn-Demand Onboarding
    • ๐Ÿ“ผOn-Demand Workshops
  • Guides
    • ๐Ÿš€Getting Started
      • Sign up, Sign in
      • Multi-Factor Authentication
      • Connect to Outlook & Google
      • Upgrade to Agent
      • Add An Email Signature
      • Add Your Headshot
      • Account Settings
      • Get the Mobile Apps
      • Delete Rechat account
    • ๐Ÿ“—People
      • Contacts
        • Add Contacts
          • Outlook/Google Sync
            • Auto-Created Contacts
          • Manual Contact
          • Import a CSV Spreadsheet
          • Import Phone Contacts
          • Connect to Lead Sources
            • Realtor.com
            • Zillow
            • Union Street Media
            • Placester
          • Lead Routing
        • Organize Your Contacts
          • Tags
          • Smart Lists
          • Search
          • Managing Duplicates
        • Contact Profile Overview
        • Set Follow-Ups
        • Touch Reminders
        • Client Celebrations
      • Calendar
      • Tasks
      • Inbox
      • Rechat Daily
      • FAQ
      • Email Deliverability
    • ๐ŸŽ‰Marketing
      • Marketing Center
        • Email Marketing
          • Newsletters
          • Select a Template
          • Customize Your Email
          • Google News Articles
          • Placeholders
          • Best Practices
          • Send or Schedule
          • Email Quota
          • Campaigns
            • Creating Campaigns
        • Social Marketing
          • Social Post Building Blocks
          • Connecting to Instagram
          • Digital Ads
        • Print Marketing
      • Flows
      • Agent Network
      • Listing Marketing Dashboard
      • Websites
      • Presentations
      • Insights
        • Activity Feed
    • ๐ŸŒŽSearches & Tours
    • โœ๏ธ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
    • ๐Ÿ”ฎLucy: Your AI Assistant
    • ๐Ÿ Open House Registrations
    • ๐Ÿ“ฑMobile Sales Machine
      • ๐ŸคณRechat On-The-Go
      • ๐Ÿ’ฌTexts for Leads & Clients
      • ๐Ÿ“ธPersonalized Stickers
  • Appendix
    • Finding Support
    • Brokerage Set Up
      • Account Settings
      • Marketing Templates
        • Template Design Guidelines
        • Understanding Studio
        • Fonts
      • Video Clip Stickers
      • Deals Customization
        • Smart Forms
      • Pages
      • Single Sign On (SS0)
      • Email Delivery
        • DNS Self-Service Setup
        • Setup DNS Records
      • Lead Capture Integration
      • Whitelisting Rechat bot in Cloudflare
      • Import Contacts
      • Connecting to your Listing Pages
      • Adoption Rate Dashboard
    • MLS Coverage
    • Integrations
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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?

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  1. Guides
  2. People

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.

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Last updated 5 months ago

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