Closing the Year with Innovation: Exciting Product Updates
In addition to the Automation feature, our last release of the 2024 also included some other exciting updates to REW CRM that we think you’re going to love. From new filters that make managing data easier to redesigned headers and emails, these changes are all about making your day-to-day tasks easier. We’ve also included a few other tweaks to improve your overall experience. Let’s take a closer look at what else is new and how these updates can help you get even more out of your CRM.
REW CRM's December updates.
New View Filter in Smart Lists
While REW CRM’s Automation was the star of the show in our recent updates, the addition of the View filter in Smart Lists is another fantastic improvement that deserves some attention. This update makes your REW CRM experience even more seamless and efficient, giving you more control over how you manage your leads.
For those who may be new to Smart Lists, these are customizable, dynamic lists in REW CRM that help you organize and segment your leads based on specific criteria. They’re perfect for prioritizing follow-ups, targeting specific lead types, or simply staying on top of your workflows.
With the new View Filter feature, you can now tailor exactly what information you want to see when working within your Smart Lists. You can adjust the data columns that will be displayed in each individual Smart List. This means when you switch between lists, the views automatically adapt to show you the most relevant data—no more manually editing your layout every time you change lists.
The View filter to be applied on a specific Smart List.
Here are the steps on how to save a customized view for your Smart Lists:
1. Log in to REW CRM and head to the “Leads” tab.
2. Click “Manage Smart Lists’ on the left-hand side bar.
3. Select the pen logo to edit a specific Smart List.
4. In the pop- up window, type “View” in the filter search bar.
5. Click the “View” field and select the view you want to apply to the Smart List.
6. Click the “Save” button, edit the Smart List name if needed, then hit “Save Changes.”
Having customized views saved to Smart Lists helps you stay organized, save time, and work more efficiently. Instead of adjusting your layout every time, you can focus on your leads with an optimized view tailored to your needs, making lead management faster and more intuitive.
New Property Search Filters
Another addition to the REW CRM Lead View is the ability to search based on the types of properties your leads are engaging with. Whether it’s the properties they’ve viewed or their defined search preferences, these new filters offer a deeper understanding of your leads' interests, which helps you tailor your outreach more effectively.
The new property-based filters in the Lead View.
The following property-based filters are now available in the Lead View:
- Listing MLS Number
- Listing Type
- Listing Sub-Type
- Listing City
- Listing Subdivision
- Listing # Beds
- Listing # Baths
- Listing SqFt
- Listing Price
- Listing Office
- Listing Agent
- Listing Elementary School
- Listing Middle School
- Listing High School
- Listing School District
With these powerful new filters, agents can quickly identify trends, tailor property suggestions, and provide a more personalized experience for leads. Additionally, agents now have the option to manually edit a lead’s trending search preferences to better align with their needs. Here’s how to do it:
1. Log in to REW CRM.
2. Head over to the “Leads” tab and select a lead.
3. In the lead’s profile page, scroll down to the “Searches” section.”
4. Click the “Edit” button under the “Trending” tab and fill out the fields.
5. Hit “Save.”
Please take note that once search preferences are updated manually, they won’t automatically change based on future activity. Use this feature only if you intend to make manual updates to your leads' trending search preferences moving forward.
Additional Updates to REW CRM
We’ve also rolled out several other updates to REW CRM that improve usability and enhance the overall experience. Here’s what’s new:
- Updated Deal Header Design- The Deal header now allows users to view and edit the full deal quick note. The “Save” and “More” buttons have been moved to the top of the deal page for easier access, and the header now follows you as you scroll through the deal, ensuring a seamless experience.
- Quick Note History in Lead Details- Quick note history is now fully viewable in the Lead Details page, so longer notes are no longer cut off.
- Custom Sender Option for Emails- You can now add a custom sender to send emails to anyone in the CRM. A dropdown allows you to select either the assigned agent or a custom sender. If custom sender is chosen, you can manually input the name and email address.
- Updated Email Notification Designs- Email notifications have been updated with a refreshed design featuring the Real Estate Webmasters header and updated buttons. The following types of email notifications have been updated:
- New Lead Assigned to Agent
- Lead Un-assigned from Agent
- Lead Saved a Listing
- Lead Saved a Search
- Lead Submitted a Form
- Calendar Reminders
- New Lead Assigned to Lender
- Lead Rejected by Agent
- Agent Received New Message from Lead
- Agent Received New Message Response from Lead
- Improved Admin Redirect- When an Admin assumes an Agent, they are now redirected to the Agent Summary page instead of the dashboard, eliminating additional steps.
Bringing It All Together: The Benefits
These additional December updates bring significant benefits that help streamline your workflows, improve lead management, and enhance your overall CRM experience.
- Enhanced Efficiency with Smart Lists: The new View Filter in Smart Lists lets you customize and save views, reducing the need to manually adjust settings every time you switch lists. This helps you stay organized and work more efficiently, saving time and improving productivity.
- Deeper Insights with Property Search Filters: The ability to search based on property preferences gives you better visibility into what leads are engaging with, allowing for more personalized outreach, tailored property suggestions, and higher conversion rates.
- Streamlined Deal Management: The updated deal header design and full quick note history ensure that you can easily view and edit key deal information without interruptions, improving workflow efficiency and reducing the need for repetitive adjustments.
- Flexible and Personalized Email Communication: The custom sender option allows you to send emails to any contact, enhancing communication flexibility and ensuring that your messages are sent with the appropriate sender details.
- Improved Notification Design: Updated email notifications provide a cleaner, more professional design, keeping you informed with key updates from leads and agents.
- Simplified Admin Navigation: The improved Admin redirect ensures smoother transitions when assuming agents, eliminating lagging issues and making navigation more efficient.
Best Practices for Using These Updates
To maximize the benefits of these updates, consider these best practices:
- Embrace Efficiency and Customization: Take advantage of the new features to streamline your workflows. Customize views, filters, and email settings to align with your unique needs, reducing manual adjustments and saving time.
- Focus on Lead Data Insights: Use the new filters and updates to better understand lead behavior and preferences, ensuring your outreach and property recommendations are more targeted and personalized.
- Enhance Communication and Collaboration: Use the custom sender options and improved email notifications to maintain consistent, professional, and clear communication with agents and leads.
- Streamline Navigation and Workflow: Utilize sticky headers, quick note visibility, and Admin redirects to minimize interruptions and ensure smooth, uninterrupted workflows.
Visit the REW Forum
With all these product updates, the REW Forum is a valuable resource for staying informed and sharing insights with the community. The Forum provides a space for agents, admins, and real estate professionals to exchange feedback, ask questions, and learn from others who are also using REW CRM.
By participating in the Forum, you can gain deeper insights into how others are utilizing these new updates, discover additional tips and tricks, and stay ahead of any future releases. You’ll also have the opportunity to share your own experiences, offer feedback, and contribute to the ongoing development of REW CRM. Join us in the REW Forum and be part of the community!
Product Updates FAQ
What is the new View Filter for Smart Lists?
The View Filter allows you to save and customize the way data is displayed in each Smart List. This means you can quickly switch between lists without having to adjust the view manually every time.
Why is the admin redirect update important?
Previously, when an admin assumed an agent’s account, they were redirected to the dashboard, which caused delays. With this update, admins are now redirected directly to the Agent Summary page, providing quicker access to the relevant tools and information.
Where can I learn more or share my feedback?
Join the conversation on the REW Forum, where you can find detailed information about the updates, ask questions, and share your ideas.