REW CRM's Automation Phase 2 is Coming Soon!

A few months ago, we launched a powerful feature in REW CRM that boosted agent productivity, streamlined workflow, and improved lead engagement to another level—the Automations feature! The positive feedback and client reviews were overwhelming (in a good way!), so we've decided to continue expanding Automations' triggers, conditions, and actions to give you more ways to automate key routine tasks. This update is coming soon, but here's a sneak peek at what to expect!

REW CRM's Automation featuring triggers, conditions, and actions.

Leverage Automation in Your Workflow

Automation is a feature that allows agents to automate manual processes in REW CRM. Using a framework composed of triggers, conditions, and actions, users can set automation rules that will run once triggers and conditions (which can be CRM or website events) are met. In the first phase, the triggers included:

REW CRM's Automation framework.

Triggers

• Calendar Date
• Deal Stage Changed
• Lead Stage Changed
• Tag Added
• Property Inquired
• Property Saved
• Property Viewed

Conditions in the first Automation release covered:

Conditions

Conditions are optional, but we recommend utilizing them if you want to narrow down the list of leads that will be affected by your automation rule. Simply think of conditions as filters for the leads in your trigger. When both the triggers and conditions are activated, the action you set takes effect. Initially, these are the actions available in REW CRM:

Actions

• Add or Remove Action Plans
• Add or Reassign an Agent
• Add a Note
• Email
• Text

You can choose to run the action once or multiple times per lead. Check out our first Automation blog post to learn more about how to set up automation rules in REW CRM and grant agent permissions to manage Automation.

What's New in Automation?

We created the Automations feature with one clear goal in mind: to give agents their time back. We know how busy your schedule is (and that there are only so many hours in a day), so we want you to focus on the tasks only YOU can do.

How do we help with that? By giving you the tool to automate the essential but repetitive parts of your work. That means more time to connect with clients, close deals, and do what you do best. And the bonus? You'll be able to engage and convert more leads, too.

The Automation's new triggers, conditions and actions.

After we launched Phase 1, we received amazing feedback from our clients on how we could take Automation even further. And we couldn't agree more. Thanks to your ideas, we've now been working on adding these new triggers, conditions, and actions to the CRM.

These additional triggers, conditions, and actions will allow you to create more complex automations, giving you more time to build relationships and close more deals. Our team of developers is still working on this update, so we encourage you to join the REW Forum and continue sharing your ideas and suggestions so we can include them in Automation's Phase 2!

Other Benefits of Using Automation

Using REW CRM's Automation gives you a lot of your time back, freeing you from manual work that can be spent on building relationships. Aside from this, Automation also has other benefits that will promote you and your team's growth:

• Ensure timely follow-up with leads: Prompt follow-up can be the deciding factor as to whether you'll convert a lead or not. With Automation, you can respond and engage with leads on time and not lose your momentum. 

• Enhance Consistency: Automation ensures all leads receive consistent communication and information. Everyone gets the same engaging experience, with no lead getting left behind.

• Avoid missed opportunities: It's easy to lose track of your to-dos when things get busy. With the Automations feature, you can rest easy knowing that important steps and tasks won't be skipped.

• Increase productivity and conversion rates: Less time spent on repetitive tasks means you have more time for meaningful conversations. We've always highlighted the impact of conversations and how tracking them can boost your conversion rates. Check out our Conversations metrics blog post to learn more about how you can set and monitor Conversations goals in REW CRM.

• Empower your team: Automations take a lot of things off your team's plate, empowering them to focus on crucial tasks that only they can do. It allows them to be proactive in creating a workflow that will make them more efficient and productive.

Join Us in Building Automations

We're always building and developing powerful tools at Real Estate Webmasters, and your feedback plays a big role in what we build next. We want to make sure we're creating features that truly support your evolving needs. To do this, we need your help. Join our community in the REW Forum and share your ideas on how we can continue to improve Automations. Feel free to share use cases or new triggers, conditions, and actions that will improve your workflow. We can't wait to see you there!

A sample automation rule on receiving a text when a lead saved a property and viewed a certain number of listings.

Want to Learn More?

Are you new to REW CRM's Automation? Don't worry, we have all the resources you need to master this feature. Visit the updated REW Academy to watch tutorial videos on Automation and other REW CRM tools. We refreshed the Academy with new search options, filters, video player, layout, jump links, and more to make it easier for you to find the videos you need.

We also created a Resources page to give you a one-stop place to access informative blog posts, guides, and articles. We want you to have everything you need to stay updated with our latest tools and learn how to leverage them in your work. Bookmark these pages and let us know what other videos and resources you'd like to see!

REW Academy's instructional video on Automation.

The Summer Promotion is Coming Soon

There are so many things to look forward to this summer—the warm weather, summer getaways, and exciting deals for your real estate business! On July 1st, we're launching our summer promotion and new pricing packages for REW CRM. Enjoy discounts, free add-ons, and unbeatable pricing (we've looked at the competition) that will make it easier to upgrade your tools. Explore our Summer promotion page and find the perfect deal for you!

Watch out for our summer promotion and new pricing packages on July 1st.

Check Out Our Summer Promotion!

Automation Phase 2 FAQ