Never Miss a Detail Again
About the 12 Days of Features
This December, we’re counting down the 12 Days of Features, a daily spotlight on tools inside the SuccessWebsite platform that existing members often don’t realize they already have access to. Each day from December 13–24, we’re unveiling a feature designed to save you time, generate more business, and make your marketing and follow-up dramatically more effective.
Real estate conversations move fast.
A seller mentions a preferred closing date.
A buyer casually references a job relocation.
A lead explains why they’re hesitant — not just that they are.
Trying to actively listen and take perfect notes at the same time rarely works. That’s why call recording and AI transcription are built directly into the SuccessWebsite platform.
Calls Are Recorded Automatically — No Extra Steps Required
Every inbound and outbound call handled through your system is automatically recorded. There’s nothing to turn on, nothing to remember, and nothing to configure.
Those call recordings are accessible inside:
- EngageCRM
- StayInContact
This gives you a complete, searchable record of your real conversations — not just call logs or timestamps.
Where AI Transcripts & Call Summaries Live
While calls are recorded automatically, the AI-generated transcripts and summaries are handled through StayInContact.
Inside StayInContact (and the StayInContact mobile app), you can:
- View full word-for-word call transcripts
- Review AI-generated call summaries
- Quickly scan key discussion points before a follow-up
- Revisit conversations weeks or months later without re-listening to the entire call
This means you can stay fully present during conversations — and let the system handle the documentation.
Full Call Transcripts: Every Word, Captured
This is where transcripts shine.
Instead of relying on memory or scattered notes, you can review the entire conversation exactly as it happened. This is especially useful when:
Clarifying what was discussed if questions come up later
- Preparing for follow-up calls
- Reviewing listing conversations
- Training team members using real examples
- Clarifying what was discussed if questions come up later
AI Call Summaries: The Highlights Without the Replay
Short on time? AI call summaries give you the key takeaways at a glance.
These summaries automatically surface:
- Important dates and timelines
- Client concerns or objections
- Next steps discussed on the call
- Action items you don’t want to forget
This is perfect when you’re returning a call after a few days and want to sound informed — without re-listening to a 20-minute conversation.
Built for Real-World Agent Workflows
Because recordings live in EngageCRM and StayInContact, and transcripts/summaries live in StayInContact and the mobile app, this feature fits naturally into how agents already work — whether you’re at your desk or on the go.
And yes — the system announces call recording automatically, keeping everything compliant.
One Less Thing to Worry About
The biggest benefit isn’t just the technology — it’s the freedom.
Freedom to:
- Focus on the conversation
- Ask better questions
- Be fully present with clients
- Follow up with confidence
All without relying on memory or handwritten notes.
Our team of digital marketing experts has 27+ years of experience designing effective follow-up strategies, plus technology you can leverage to get more conversations with less effort. To learn more, click the green button below to get started with a free marketing assessment.
