A Deep Dive into Buy-Side Deals with REW CRM
This week, we wrapped up an insightful Summer of Innovation webinar with Jeff Pady, our Sales Manager, who took us through the process of adding buy-side deals in REW CRM. Our CEO, Morgan Carey, also joined the fun and shared the impact of REW CRM’s Sources to your business decisions. For those who missed the live session or want a recap, this blog will capture the key insights and practical tips Jeff and Morgan shared, offering you a chance to enhance your REW CRM experience and boost your buy-side transactions.
Leveraging REW Deals
REW CRM’s Deals feature revolutionizes how you manage and report your real estate transactions. By categorizing deals into distinct stages—appointments, buyer contract, offer, pending, and closed—Deals provides a clear, organized view of each transaction’s progress. This structured funnel simplifies tracking and ensures that no deal is overlooked, enhancing your ability to manage your workflow effectively.
The Deals page features a Quick Notes function that lets you document recent actions and outline your next steps. This ensures you stay organized and clearly understand the actions required for each deal on your record. We encourage users to fill in every possible field, as capturing all relevant details is crucial. Remember, if it’s not in the CRM, it didn’t happen.
With comprehensive and accurate data at your fingertips, REW CRM enables robust reporting and insightful analysis. This allows you to generate detailed reports, identify trends, and measure performance effectively. The result is a data-driven approach that helps you refine strategies and improve your team’s performance.
REW CRM's Deals page showcasing the various transaction stages.
The Power of REW Sources
REW CRM’s Sources feature is pivotal for tracking the origin of your leads, whether they come from PPC campaigns, SEO efforts, or other marketing channels. By monitoring these sources, you gain valuable insights into your return on investment (ROI) and can identify which channels yield the best results.
When integrated with the Deals feature, Sources provide a comprehensive view of how leads progress through your pipeline. By linking lead sources with detailed deal tracking, you can see exactly how each source contributes to successful transactions, including buy-side deals. This connection allows you to understand which sources are most effective at generating not just leads, but also deals that close.
REW CRM provides powerful reporting and a variety of filters to analyze this data. You can track key business metrics such as cost per lead and cost per deal, tying these together with your source data to gain deeper insights into your overall performance. This process helps you refine your strategies, maximize ROI, and improve your decision-making skills. Overall, REW CRM is developed to hold all the information you want to know about your business.
The dashboard of REW CRM's Sources.
Upgrade To The Latest REW CRM
This summer, take advantage of our exclusive Summer of Innovation promotion and elevate your real estate business with the latest REW CRM. For a limited time, you can upgrade to the newest version and enjoy significant savings on upgrade and custom work hours.
Here’s how it works: the first 10 hours of upgrade time are available at a special rate of just $100 per hour—this typically covers most of the necessary upgrades. After the initial 10 hours, any additional upgrade time or new custom work is offered at a reduced rate of $150 per hour.
This is a fantastic opportunity to integrate the latest advancements into your system while saving on costs. Don’t miss out—contact us to upgrade now and drive your business forward!
REW CRM's desktop and mobile view of the new lead details page.
Up Next!
Didn’t make it to the live session? No worries! You can catch the recap on REW Academy. However, if you’re looking to join us live, mark your calendars for July 30th as we continue our Summer of Innovation series with an exciting new webinar.
We’re thrilled to feature our Customer Success Manager, Sammi Ho, who will dive into the powerful features of Smart Lists and Views in REW CRM. In this session, Sammi will guide you through the essentials of creating and managing Smart Lists and Views, helping you streamline your data and enhance your CRM experience.
Don’t miss out on this opportunity to learn from one of our experts and take your CRM skills to the next level. Register now to secure your spot!
Don't miss Sammi Ho at our next Summer of Innovation webinar.
Buy-Side Deals FAQ
What was covered in this week’s Summer of Innovation webinar?
This week, we concluded an insightful session with Jeff Pady, our Sales Manager, who detailed the process of adding buy-side deals in REW CRM. Our CEO, Morgan Carey, also highlighted how REW CRM’s Sources can impact your business decisions
How can I access a recap of the webinar?
If you missed any of the live sessions or want to revisit the content, the recap is available on REW Academy.
What’s next in the Summer of Innovation series?
Join us on July 30th for our next webinar featuring Customer Success Manager, Sammi Ho. She will cover Smart Lists and Views in REW CRM, guiding you through their creation and management to optimize your data and CRM experience. Register now to secure your spot!