My GetReal Account is an essential tool for managing key aspects of your real estate business, from credit usage to AI-assisted communication and project management. Whether you're refreshing API credits, adjusting lead statuses, or customizing rehab levels, My GetReal Account offers a robust set of features designed to simplify your workflow.
Understanding Your Dashboard
Upon logging into your My GetReal Account, you're greeted by a comprehensive dashboard that provides an overview of your API credits. Here, you can track the usage of your polling, skip-tracing, and county record data, ensuring you're always aware of where and how your credits are being consumed.
Refreshing API Credits: Easily refresh your credits or set up low-balance alerts to avoid disruptions.
API Requests: Verify incoming data with just a few clicks and track its usage across your team.
Adding Users: You can add or manage users, including setting up different price schedules based on the user’s needs.
Payment and Billing Management
Managing payments is straightforward within My GetReal Account. Simply navigate to the billing portal where you can:
View invoices: Keep tabs on your open invoices and track your payment history.
Update payment methods: Modify or add payment methods seamlessly for your monthly or one-time purchases.
Advanced Settings and Features
The platform offers several customizable options that make it easier to adapt to your specific business processes.
AI-Powered Communication with ChatGPT
One of the most innovative features available is AI-powered SMS support. Using ChatGPT, Get Real can analyze conversation history, personality traits, and context to create personalized, dynamic responses for your customers.
Personalized SMS: Allow OpenAI to modify automated SMS messages, ensuring each communication is tailored to the recipient.
Lead Management: Automate lead status changes, such as moving a prospect to "new" based on campaign responses, helping to streamline your sales pipeline.
Lead and Activity Management
The lead and activity management system is a powerful tool to ensure timely communication and follow-up. Features include:
Unread Communication Tracker: Automatically mark outgoing messages as read when they’re viewed, keeping your team informed.
Automatic Lead Status Update: Campaign-triggered responses can automatically move a lead from "Prospect" to "New," keeping your pipeline moving.
Speed-to-Lead Monitoring: The system uses color-coded indicators (green, yellow, red) to measure response times and ensure quick follow-ups.
Opportunity and Campaign Management
When a lead converts, GetReal 8020CRM tracks the campaign influence, ensuring you have a full view of how each lead became an opportunity.
Cost Per Deal: Get a detailed breakdown of marketing expenses over custom time frames (e.g., 90 days, last quarter) to understand your cost per deal.
Opportunity Notifications: Automatically notify your team members when they are assigned to an opportunity, ensuring everyone stays informed.
Universal Naming Conventions
Consistency is key when managing opportunities and transactions. My GetReal Account provides consistency across your database.
Property Transaction Management
This feature enables you to set custom portal URLs for email links, allowing for seamless branding and user experience. If you're managing multiple rehab projects, the system lets you define "rehab levels," specifying tasks like cleaning, drywall repair, or carpet installation for each level.
Custom Rehab Levels: Select which scope items to include in each rehab level, allowing for a tailored approach to project management.
Conclusion
The GetReal 8020CRM platform offers a wide array of tools to enhance your efficiency in managing leads, opportunities, and transactions. From AI-assisted communication to universal naming conventions, each feature is designed to streamline operations and support your growing business.
For further customization and configuration tips, be sure to explore the platform's settings or contact our support team for additional assistance.
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