REW CRM Updates: Google Calendar Sync, New Filters, and Easier Navigation
We’ve been building new REW CRM features, and now they’re finally here. Buckle up, because these improvements will boost your productivity and results. Let’s dive in!
REW CRM's May product updates.
Google Calendar Sync with REW CRM
We know that many agents use Google Calendar to book and manage their appointments, and in line with our philosophy of promoting efficiency and centralizing your crucial work in one platform, we updated REW CRM to give you the ability to sync your Google calendar with REW CRM’s calendar.
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Syncing Google and REW CRM calendars.
Before agents can set up and sync their calendars, Super Admins need to complete a few quick steps:
1. Log in to REW CRM and go to "Settings."
2. Within the "Leads Manager Settings", scroll down to the “Calendar Settings” section and click the User Guide link noted at the bottom.
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3. Follow the steps in the User Guide to grab your “Client ID” and “Secret Key.”
4. Enter the information, then click “Save.”
Once the Super Admin has provided the Client ID and Secret Key, agents can start syncing their calendars. Here’s how:
1. Go to the “Company” section in REW CRM.
2. In your agent profile, click the “Agent Summary” dropdown and select “Preferences.”
3. Scroll down to the “Calendar Settings” section at the bottom.
4. Enable Google Calendar Sync and click the link that says “authorize access to your Google Calendar.”
5. Sign in to your Google account when prompted, then confirm that you’re allowing REW CRM access to your calendar.
6. Click “Continue,” and voilà! Your Google meetings will now appear right in your REW CRM calendar.
And that's it! With Google Calendar synced, you can manage your schedule within REW CRM. If you need any help, don’t hesitate to reach out!
Receive Email Reports for Daily Goals
Agent Goals and Report Scorecards is one of the most powerful features in REW CRM. They let you set annual and daily targets, track your progress, and make sure you're meeting your goals. We know you handle a lot of tasks every day, and it’s easy to forget to check your progress, that’s why we’ve implemented an update that allows you to receive an automated email with your daily goals scorecard.
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A sample of an Agent Goals email report.
Here’s how to set it up:
1. Log in to REW CRM and go to the “Company” section.
2. Click “Agent Goals” on the left side menu.
3. Under the “Agent Goals” header, select the “Emails” tab.
4. Click “On” to enable the email feature.
5. Fill out the fields: Email Subject, Email Content, Goals Time Frame, Send Time, and Recipients. The Email Content field automatically has a snippet that will display your report scorecard, but you can still customize and add a message if you prefer.
6. Click “Save.”
We also want to give Rob Thomson and David Abernathy of Waterfront Properties a shoutout for suggesting this update! We’re happy to bring this to life, thanks to their feedback. If you have any ideas for improvements, don’t hesitate to share them with us. If it makes sense for most of our clients, we’ll work to make it happen!
Lead Information on Browser Tabs
Another amazing Real Estate Webmasters client, Ken Pozek of The Orlando Real, suggested adding the lead information to browser tabs for easy navigation. Our response? Absolutely! Now, you’ll see your lead’s name, phone number, and email address on the Lead Details page’s browser tab. This will allow you to find the right leads faster even when you have multiple tabs open. This update is simple, but it greatly improves your quality of work life!
Lead information added on browser tabs.
New Lead View Filters
Recently, we’ve been emphasizing the importance of tracking conversations and how they impact your conversion rate. We want to ensure you have all the tools you need to monitor and start more conversations, so we’ve added a “Last Conversation” filter on REW CRM’s Leads view. With this update, you can easily generate a list of leads you last spoke to within a specific time frame. This will help you continue conversations and build relationships with leads, increasing your chance of closing deals!
Do you want to know how many conversations are actually needed to book an appointment and close a deal? Share your Conversations metrics data and insights in our Conversations Study and help us answer this big question.
Furthermore, we also added a “Secondary Email” filter to help you sort leads with multiple email addresses. Explore these new filters, start connecting with your leads, and close more deals.
The Last Conversation and Secondary Email filters on Leads view.
URL Custom Field
Do you want to add a URL to your Lead Details page? Now you can! Simply follow these steps:
1. Go to REW CRM’s “Settings” and click “Custom Fields” on the left menu bar.
2. Click the “+’ button on the top right corner of the screen.
3. Fill out the “Field Name” and select “URL” from the “Field Type” drop down option.
4. Click “Save.”
Once done, you will be able to add a URL on a lead’s profile, whether that’s their company or personal website. You can also go to REW CRM’s Leads’ view and use URL as a filter.
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Custom fields on REW CRM's Lead Details page.
Persistent Menu Links
Last but not the least, we've made the REW CRM menu links—Leads, Agents, Deals, Sources, and Automations—visible even on the Dashboard, Company, and the Settings page. This makes it so much easier to access these key links so your workflow won’t be interrupted. We want to keep your momentum going strong!
Persistent menu links on REW CRM.
Bookmark These Resources
If you're looking to make the most of REW CRM and its new features, we highly recommend visiting our new Resources Page and updated REW Academy. You'll find plenty of helpful guides, tutorials. and video walkthroughs on how to leverage these tools. Take some time to explore them at your own pace!
Join The REW Forum
We’d love to hear your thoughts on the new features! Join the REW Forum to share your feedback, ask questions, and provide suggestions for future updates. It’s also a great place to connect with other users and industry professionals. We look forward to seeing you there!
May Product Update FAQ
Can I sync my Google Calendar with REW CRM?
Yes! Agents can now sync their Google Calendar with REW CRM once the Super Admin sets it up. Please don't hesistate to contact your Account Manger if your have any questions or concerns.
Do agents need to authorize Google access for calendar sync?
Yes, each agent must authorize REW CRM to access their Google Calendar during setup.
What information now shows on lead browser tabs?
The lead’s name, phone number, and email are now visible in the browser tab.
Can I customize the content of daily goal emails?
Yes! You can edit the subject line, message content, and choose when and to whom the email is sent.