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 agents 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.
If you’ve ever finished a listing appointment or lead call thinking, “I wish I’d written that down…” — you’re not alone. Real estate conversations move fast. Sellers share timelines, motivations, objections, and little details that can make or break your follow-up. Trying to remember everything while staying present in the conversation? Nearly impossible.
That’s exactly why EngageCRM automatically records every call — and with one click, AI transcribes the entire conversation for you.
Why This Feature Matters for Agents
Here’s what this built-in CRM feature helps you do instantly:
- Never miss critical details because you were trying to take notes
- Review conversations before follow-up calls so you always sound prepared
- Train new team members using real, real-world examples
- Protect yourself in disputes with a complete record of what was said
- Search transcripts for specific topics, promises, objections, or keywords
Think of it as a searchable, accurate, always-available memory of your past client and lead conversations.
Two Ways AI Makes Your Life Easier
With one click, you can generate:
1. A Full Word-for-Word Transcript
Perfect for deep review, training, and documentation.
2. A Quick AI Summary
Get the key points and action items in seconds — ideal before follow-ups.
No more scrambling for scraps of paper.
No more apologizing because you “forgot what they said last week.”
This feature lets you stay present in the moment and stay sharp afterward.
Yes — It’s Fully Compliant
Your CRM automatically announces that the call is being recorded at the start of the conversation.
No guesswork. No risk. No surprises.
Already Included in EngageCRM
If you’re already using EngageCRM, this feature is live inside your account — no add-ons required.
If you’re not yet using EngageCRM, this is just one example of how much time and stress the platform saves for busy real estate professionals.
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.
