In our latest Summer of Innovation webinar, our Business Analyst Rebecca Warn offered an exclusive sneak peek into our upcoming automation features. Attendees were treated to a live demo, showcasing how these tools can streamline workflows, boost productivity, and transform the way you manage your real estate business. If you missed the webinar, don’t worry – we’ve got all the highlights and insights from Rebecca’s presentation right here. Read on to discover how REW CRM's exciting automation features can help you work smarter and more efficiently.
Get A Sneak Peek
Our upcoming automation feature is designed to revolutionize the way you manage your workflow by allowing you to set up seamless, automated processes. It works by utilizing three key components: triggers, conditions, and actions.
Triggers are the starting points of your automation, initiating a sequence of events based on specific actions taken within the CRM. For instance, a trigger could be set when a lead becomes qualified or when an agent successfully schedules an appointment with a prospective client. These triggers are the events that kickstart your automated processes, ensuring that critical actions are taken promptly and without manual intervention.
Conditions act like filters, refining your triggers to make them more precise. They allow you to set specific criteria that must be met before an action is executed. For example, you might set a condition that only leads interested in listings above a certain price point can trigger an action. This level of specificity helps you tailor your automated workflows to meet your exact needs, ensuring that only the most relevant leads receive targeted communications or follow-ups.
Actions define what happens when the set trigger and conditions are met. These are the tasks that will be automatically performed, such as sending a text message, emailing a lead, or adding them to a specific action plan. By automating these actions, you can ensure timely and consistent communication with your clients and agents, while freeing up your team to focus on more strategic tasks.
Together, these elements of our automation feature empower you to streamline your operations, enhance efficiency, and provide a more personalized experience for your clients.
Setting up the trigger in a REW CRM's automation.
Level Up With Automation
Automating your processes offers a many benefits for real estate businesses and professionals, including:
- Time Savings and Increased Efficiency- Automation takes over repetitive and time-consuming tasks, allowing you to focus on high-value activities such as client interaction and strategic planning. By automating follow-ups, appointment scheduling, and other tasks, your team can work more efficiently and reduce the risk of human error.
- Consistent and Timely Communication- With automated workflows, you can ensure that every lead and client receives timely and consistent communication. Whether it’s a welcome email to new leads or a follow-up message after a property viewing, automation ensures that no critical touchpoints are missed.
- Improved Lead Management and Nurturing- Automation allows you to set up personalized workflows based on lead behavior and preferences. By using triggers and conditions, you can segment leads more effectively and deliver targeted content that resonates with their specific needs. This level of personalization helps nurture leads more effectively, increasing the likelihood of conversions.
- Enhanced Client Experience- A well-timed response or personalized communication can significantly impact a client's experience with your business. Automation ensures that clients receive relevant information and updates promptly, enhancing their overall experience and satisfaction. Happy clients are more likely to refer your services and become repeat customers.
- Competitive Advantage- Automation gives you a competitive edge by enabling you to provide faster, more consistent service, ultimately leading to better client relationships and increased loyalty.
What other advantages do you think automation brings? Join the conversation on our REW Forum and share your thoughts on these benefits and our CRM’s upcoming automation features.
Available tags for personalizing automated emails in REW CRM.
Enjoy These Summer Deal
Take advantage of our Summer of Innovation promo to get the latest REW CRM version! For a limited time, we’re offering the first 10 hours of CRM upgrades at just $100 per hour, with additional hours available at a discounted rate of $150 per hour. This offer is your chance to enhance your efficiency and streamline operations with the latest automation tools. Don’t wait—contact us or your Account Manager today to upgrade your CRM.
Join Our Next Webinar!
Missed our recent webinar on automation? You can still catch the full replay on REW Academy, where we’ve made it easy for you to stay up-to-date with all the latest features and products.
Don’t forget to join our next Summer of Innovation webinar on August 13th with our VP of Product and Agency, Aayaam Kapoor. He will be diving into Agent Goals & Report Scorecards, covering how to set effective goals and commission targets in REW CRM. Aayaam will also explore the importance of goal setting and how to evaluate your performance against communication targets. Register now to secure your spot and get ready to reach new levels of success!
Explore REW CRM's Agent Goals and Report Scorecards in our next webinar.
Automation FAQ
What are the benefits of using REW CRM's automation
Automation offers several benefits, including time savings, increased efficiency, consistent and timely communication, improved lead management, enhanced client experience, and a competitive edge by providing faster, more reliable service.
What is the Summer of Innovation promo for CRM upgrades?
Our Summer of Innovation promo offers the first 10 hours of CRM upgrades for just $100 per hour. Additional hours or custom work are available at a discounted rate of $150 per hour. This is a limited-time offer so hurry and contact us today.
How can I register for the next webinar?
Join us on August 13th for our next webinar with Aayaam Kapoor, VP of Product and Agency. He will cover Agent Goals & Report Scorecards, focusing on setting goals, commission targets, and performance evaluation in REW CRM. Register now to secure your spot!