Summer of Innovation: REW CRM's New Lead Details Page

Mheanne Celis
Posted by Mheanne Celis
Updated on
Published in Products

In our second Summer of Innovation webinar, our CEO Morgan Carey took us on an exciting tour of the upcoming new lead details page in REW CRM. This update, set to roll out in late July, is packed with features designed to make lead management smoother and more efficient. Morgan walked us through all the cool new aspects and shared how these changes can boost your productivity. If you missed the webinar, don't worry—we have all the highlights here. Let's dive in and see how this update can transform how you handle leads!

Why This Update Has Us Excited

At Real Estate Webmasters, we're always listening to your feedback to enhance our products. That's why we're thrilled to unveil the new lead details page in REW CRM. With this update, all crucial lead information and functions are now conveniently consolidated and positioned prominently. Whether it's contact details, communication history, or action plans, everything is at your fingertips.

Another key enhancement is the ability to tailor your workspace. Panels are now expandable and collapsible, allowing you to modify the interface to fit your workflow seamlessly. This means you can focus on what matters most without distractions, making your experience with REW CRM more intuitive and efficient. 

We're excited about this release because it's not just an update born in the four walls of our office, it's a direct response to your needs. Your feedback has guided us every step, ensuring that this new lead details page isn't just user-friendly but a game-changer for real estate professionals like you. 

The new lead details page's Listings, Deals, Inquiries, and Events section.

The New Look!

In our upcoming update to the REW CRM's lead details page, we're bringing you enhanced accessibility and usability across several key elements. Here's a sneak peek into what you can expect:

  • Basics: We've streamlined the interface so you can effortlessly assign prospects their stages—whether as leads, contacts, or clients. This ensures you can easily track and communicate with converted leads, partners, and other contacts. Fields like Referrer, Budget, Commission, and Visit History are also now prominently displayed, making it easier than ever to understand and engage with your leads.
  • Notifications: No more digging through settings. You can easily change your notifications, keeping you always informed and responsive to your leads.
  • Custom Fields: Beyond standard data, you can now personalize your CRM with additional details like purchase dates, birthdays, and even your client's pet's name! Use this to deepen your relationships with every interaction.
  • Relationships: Note your leads' relationships with one another for more tailored communication. After this coming release, users can also CC and BCC accounts that are related to your primary lead.
  • Timeline View: Gain invaluable insights with a chronological history of your interactions. This feature not only keeps you organized but also serves as a powerful coaching tool for accountability and follow-up.
  • Quick Notes: Easily jot down and retrieve your latest updates and upcoming tasks using the updated lead details page. In a future release, users will also be able to search through quick notes, streamlining lead-tracking efforts.
  • REW Dialer: Dialer subscribers can access it and initiate calls directly from the lead details page. The dialer allows you to track and even record calls (adhering to state guidelines) effortlessly.
  • Activity: Stay on top of critical events with a detailed timeline from the first touchpoint to the latest interactions. You can also filter activities by listings, notes, communications, team members, and timeframes to focus on what matters most.
  • Action Plan: Seamlessly integrate action plans right from the lead details page, ensuring a structured and follow-up workflow.
  • Saved Searches, Deals, Events: Access and manage saved searches, monitor deals progress, and keep track of upcoming events—all within a unified, intuitive interface.
  • Engagement Engine: This helpful feature is still one of the focuses of the updated lead details page. With the engagement engine, you can easily measure lead and agent interactions using a visual wheel, helping you enhance engagement effectively.
  • Groups, Motivations, Interests, Tags: This essential feature remains, allowing you to organize and segment leads with groups and tags. This capability empowers targeted marketing campaigns and personalized engagement strategies.

We're excited to introduce the new look of the lead details page! While REW CRM already has great features, this update significantly improves the user interface. With a cleaner, more intuitive design, managing your real estate business and utilizing powerful tools is now easier than ever.

The desktop and mobile view of REW CRM's new lead details page.

Upgrade This Summer!

Discover exclusive savings with our Summer of Innovation promo! Upgrade to the latest REW CRM and enjoy the first 10 hours of upgrade time for just $100 per hour. Afterward, continue at a discounted rate of $150 per hour for any additional upgrade time or new custom work. Plus, take advantage of our deals for early renewal, SEO services, and custom design mockups. Contact us today to capitalize on these limited-time offers and propel your success this summer!

REW CRM's leads dashboard.

Watch Out For More Insights

If you missed our recent webinar or want to rewatch it, head over to REW Academy for a full replay. Don't forget to also join the REW Forum to continue the conversation, share your thoughts, and connect with other real estate professionals.

Save the date for our next webinar on July 16th at 10 a.m. PST! Our Head of Marketing, Amy Pye, will discuss strategies for creating standout community pages. Register now to gain valuable insights!

Secure your spot for our Summer of Innovation webinar on July 16th.

Lead Details Page FAQ

What is the Summer of Innovation?

The Summer of Innovation is a webinar series by Real Estate Webmasters, featuring current and upcoming features and their benefits. Our CEO, Morgan Carey, recently showcased the new lead details page.

When will REW CRM's new lead details page be available?

The new lead details page will roll out in late July.

How does the new lead details page improve workflow?

The update streamlines lead management by consolidating crucial information in one place and improving user interface design for a more intuitive and efficient experience.

When is the next webinar?

The next webinar is on July 16th at 10 a.m. PST, featuring our Head of Marketing, Amy Pye. She will discuss strategies for creating standout community pages. Register today!

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