Coming This Winter: AI Coaching & Feedback, Email Metrics, Lead Stage Manager, and More
Winter is almost here, and so is our next product update! In this blog, we’ll give you a sneak peak of the upcoming exciting tools that will revolutionize the way you work. This winter release was shaped with the help of our clients’ feedback and insights from Gary Ashton, one of our product advisors. Thank you for helping us make it even better. Now, let’s dive in!
Upcoming REW CRM features this winter.
Table of Contents
AI Call Grading and Coaching
In our latest product update, we introduced REW Dialer’s AI Call Transcripts and Summaries, a feature that eliminates the need for note-taking and protects agents in case of disputes. As part of our commitment to incorporating AI in our CRM, the next phase of our dialer update is now about Call Grading and Coaching.
Having automatic access to call transcripts and summaries help agents fully focus on conversations, improving their chances of converting leads. To further boost their conversation skills, we developed an AI feature that grades your calls and gives detailed coaching on how to improve your conversations. AI Grading gives you a quick but deep understanding of where you did well and the areas that need improvement. It individually grades you on different categories related to real estate sales, and summarizes your performance with an overall letter grade.
AI coaching is also provided at the end of each call, offering agents feedback and advice on how to better connect with leads, address concerns, and convert them to clients. This coaching is available 24/7 without the emotional friction that can happen between agents and team leaders. With this, agents can have more opportunities to grow and achieve their desired results.
A sample call grading and coaching on REW CRM.
Email Metrics and Campaigns Redesign
We want REW CRM to be the platform where you can do all your work. Soon, you won't need to switch software or tools to accomplish your various tasks. Currently, agents can use the CRM to send emails and automate drip campaigns, but with the upcoming Email Metrics and Campaigns Redesign, users can also access key metrics such as open rate, click-through rate (CTR), bounce rate, unsubscribes, and more. These stats are going to be available for campaigns and individual emails.
We’re big on analyzing performance, and this feature will ensure you can review your campaign results and adjust your email strategy if needed. This means you can also opt out of using third party email marketing platforms, which will centralize your work in the CRM and reduce your cost.
Email metrics shown on the redesigned Campaigns dashboard.
Lead Stage Manager
Leads are typically categorized based on their stage—whether they’re a lead, contact, or client. With the winter release comes a Lead Stage Manager that will allow CRM users to add, delete, and organize their own lead stages. This will give agents more flexibility and accuracy in labelling leads. One of our incredible product advisors, Gary Ashton, Founder and Team Leader of the Ashton Real Estate Group, the #1 RE/MAX team in the world, inspired this feature. As a seasoned agent and leader, he clearly understands agent needs and how to support them.
The Lead Stage Manager on REW CRM.
Presentation Mode
We know how serious you are about guarding your clients’ information, that’s why we’ve developed Presentation Mode on REW CRM, a feature that automatically blurs out sensitive data (deal names, address, phone numbers, email, etc.). There are moments when team leaders will need to demo features to new agents, showcase the backend for training sessions, or share their screen during virtual meetings. With Presentation Mode, you don’t have to worry about security or accidentally exposing client details.
Blurred client information on presentation mode.
Blog Subscription Button
We're adding a subscription button on the blog pages so you can capture the contact information of interested visitors. These new leads are automatically added to a group in your CRM, which allows you to manually send them updates whenever you publish a new post (Note: the system does not automatically email captured leads). The button and form are snippets, which allows you to customize them.
Thank you to one of our clients and REW Forum members, Kim Blanton, for this feature suggestion. We're thrilled to receive these types of requests!
Blog subscription button and capture form.
Display Open House
Do you want to showcase open house details right on your listings? Soon, you can display open house details on your Renaissance website without needing to create a separate page or perform custom work. The open house details are sourced from the IDX feed, which can also be used as a filter and sorting criteria on the IDX search page. If the open house information is not available in the IDX, you still have the option to manually add the details on the enhanced listing section in REW CRM.
REW client and Forum member, Jolene Weinstein, suggested this Renaissance feature. And guess what? We love it! It's added to our R&D roadmap and you can expect its launch in our winter release.
Open house details displayed on the IDX search results and listing page.
Conversations Promo Ends Soon
Our Conversations Promo is only available until the end of the month! Don’t miss your chance to get a free LUX Renaissance website upgrade, 50% off your base SaaS for a full year when you sign up with a friend, unlimited AI for the rest of 2025, and up to 30% off design and programming hours.
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Grab the Conversations promo before it ends.
And when you pair that with our “pennies on the dollar” concept, you’ll save even more. This concept lets you get custom work for just a fraction of the original cost. If we’ve already built the feature on our own website, you can copy that existing code for pennies on the dollar — instead of paying for hundreds of hours (which includes time spent on meetings, requirement discussions, revisions, communication, and others). Check out our pennies on the dollar forum post to learn more.
Join the REW Forum Today!
Be on top of our latest updates by joining the REW Forum. Our team regularly posts updates about our recent and upcoming product releases, along with tips on how to fully leverage the power of REW CRM. This is also the perfect platform to share your feature suggestions and get the chance to have them included in our R&D roadmap. We love hearing your thoughts and insights, as they help us improve our products and services.
REW Forum post suggesting to have the option to display open house information.
Winter Release Sneak Peek FAQ
How does AI Call Grading and Coaching help agents?
It automatically reviews your calls, assigns a performance grade, and provides personalized coaching tips to help improve your conversations and conversion skills.
What’s the benefit of tracking email performance in the CRM?
Having email analytics in REW CRM means understanding your campaigns better so you can improve your results, and spending less time switching between platforms.
When will these features be available?
They’ll be included in our 2025 winter release rollout. Stay tuned to the REW Forum and our social media accounts to be updated.