Customize Ricochet to Be Your Ideal Mortgage CRM
EMAIL MESSAGING DRIP AUTOMATION
Use Ricochet’s marketing automation to generate more leads and close more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with prospects.
Capitalize on automated, targeted SMS campaigns. With Text Messaging you can automatically send SMS messages to new leads when they first arrive or when a lead’s status changes. You can also receive text messages when contacts don’t answer your call on their cell phone.
SOCIAL MEDIA INTEGRATION
Social Link will import the Facebook, LinkedIn, Twitter, & Google+ profile information, allowing you to gain insights on consumers’ interests. It also allows you to engage them easily.
Motivate your users and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your agents compete, watch your performance improve overnight!
LOCAL CALLER ID
Increase your call pickup rates with consumers by having a local area code & number everywhere you call nationwide. $1 per area code additional charges apply.
Monitor calls in real-time as they come into the phone system. Track your talk time and abandonment rates while you record or listen to live calls (and much more).
Agents can always leave the right message at the right time using Perfect Voicemail. Save your agents time leaving messages with every call, and ensure they always deliver a well-crafted message. With the click of a button, you can generate more returned calls quickly.
Want to generate more callbacks without heavy lifting? Who doesn’t? You can leave your prospect a message without their phone ever ringing or you needing to make a call! Ricochet has partnered with third party providers to integrate Ringless Voicemail.*
* Separate third party agreement required.
Prevent users from accessing your account from anywhere but your white-listed IP addresses.
LEAD DISTRIBUTION & TAGS
Automatically distribute incoming leads to your sales teams and create custom tags to mark each incoming lead by source, type or custom classifications.
Clean or “scrub” your inbound leads for numbers on Federal, State and DMA Do Not Call Registry (DNC) lists. Avoid negative reviews and costly penalties.
DIRECT MAIL MANAGEMENT
Direct mail is still a crucial marketing channel for many businesses. Create and manage direct mail advertising campaigns. Target specific leads and personalize messages.
Create forms for your partners that enable them to collect lead submissions, and then you can track their referrals through to the Ricochet CRM.
Chat in real time with prospects and team members to accelerate sales. Customize Ricochet to control the chat experience for your customers and your team.