The Key To Better Lead Conversion? Real Estate Webmasters’ Smart Lists Feature
Managing leads efficiently is key to successful conversions, and REW CRM’s Smart Lists feature is designed to do just that. These customizable lists help you segment and organize leads based on specific criteria, which helps you tailor engagements and focus on the most promising opportunities. These lists give you the insight you need to take timely, effective actions—ultimately making your lead conversion process more successful.
What Are Smart Lists?
Smart Lists is a tool that allows you to create tailored lists that automatically categorize your leads based on specific filters you input. Unlike static lists, they update in real-time as new data comes in, ensuring you always have an accurate, up-to-date view of your leads. You can create Smart Lists using a variety of filters, such as lead source, activity level, cities, or stage in the buying process, allowing you to narrow down your list to exactly what you need.
But Smart Lists aren’t just for leads, they also work across other key areas of REW CRM, including Agents, Deals, and Sources. This flexibility helps you to track agent performance, efficiently monitor deal statuses, and measure your marketing platforms’ ROI. All of these result in boosting your chances of lead conversion!
Managing Smart Lists on REW CRM's Leads page.
The Idea Behind Smart Lists
Managing leads efficiently can be challenging, especially as your database grows. We created Smart Lists to simplify this process and help you focus on converting leads into clients. By providing a dynamic way to segment and prioritize contacts, Smart Lists eliminate the need for manual sorting and searching. They guarantee you’re always working with the most relevant, complete information, which saves you time and effort.
Additionally, we made the Smart Lists feature available to the different tabs of REW CRM—Leads, Agents, Deals, and Sources. This holistic view enhances your ability to engage leads, manage agents, and make data-driven decisions that will grow your sales and business.
Using filters to create a Smart List.
Setting Up Smart Lists
Ready to give Smart Lists a go? Here’s how to set it up:
1. Log in to REW CRM and open the Leads dashboard.
2. Select the "Manage Smart Lists" button and click on the "+" button on the fly-out to create a new Smart List.
3. Choose the filters you want to apply, such as lead source or activity level.
4. Once done, click “Save” and name your Smart List.
5. Click the “Save” button to generate your new Smart List.
Follow the same process for creating Smart Lists on Agents, Deals, and Sources.
.webp)
To further optimize your workflow, you can organize your dashboard’s View to make sure that you can see the most relevant data on your Smart Lists at a glance. Here’s how to create a customized View:
1. In REW CRM, click the “View” button on the right side of the screen.
2. Select "Manage Views."
3. Click the “+” button and select the data you want to display in your columns.
4. Click “Save” and name your Layout View.
5. Click “Save” again to apply your custom layout.
Now, you’ll have a personalized view that displays your Smart List data in the way that works best for you. To edit, delete, or manage your Smart Lists, simply click the “Manage Smart Lists” button located below your lists on the left side of the screen. Don't forget to also watch the Smart List walkthrough video on REW Academy for the complete guide.
REW CRM's Smart Lists instructional video on REW Academy.
Best Practices for Using Smart Lists
To maximize the effectiveness of Smart Lists in REW CRM, consider these best practices
- Update Regularly: Since Smart Lists automatically update with new data, it’s important to check them regularly. A list that worked well last month might need adjustments to stay aligned with your current sales strategies or lead priorities.
- Combine Multiple Filters: Don’t hesitate to apply multiple filters for more specific results. For example, you can create a list of leads who have shown interest in a particular listing and are within a certain geographic area. This helps you target leads with the highest conversion potential.
- Be Creative with Your Categories: Get creative and set up multiple Smart Lists based on unique lead categories. For example, create separate lists for leads in the nurturing phase, past clients, or even leads from specific campaigns or events. Tailoring your lists this way makes your outreach feel more personal and allows you to connect with different segments more effectively.
- Use for Follow-Up Tasks: Smart Lists are a great way to stay on top of follow-ups. Create lists of leads that require contact within a specific timeframe and use that to quickly engage with them.
By applying these best practices, you’ll ensure your Smart Lists are perfectly supporting you and your team to manage leads better and improve your conversion rates.
Leveraging the Smart Lists feature to segment leads that needed prompt action.
Benefits of Using Smart Lists
Smart Lists aren't just about organizing leads—they bring some serious benefits to your business. Here’s why they can make a real difference:
- Save Time and Stay Organized: Instead of sifting through endless leads, Smart Lists let you focus on the ones that you need for a specific purpose. By organizing leads into categories, you can work smarter and ensure you spend your time on tasks that drive results.
- Targeted Marketing: With Smart Lists, you can customize outreach to different groups of leads. This helps you craft messaging that resonates and increases your chances of conversion.
- Improve Lead Conversion: The more you know about your leads, the better you can convert them. Smart Lists help you stay on top of high-potential leads by segmenting them into groups based on behavior, readiness, or property type. This way, you can reach out at the perfect moment.
- Create Better Follow-Up Strategies: Organize follow-up tasks by priority with Smart Lists. For instance, you can set up lists for leads you need to contact today, this week, or this month. It helps ensure you're never missing a beat and always reaching out at the right time.
- Better Data Visualization: Custom Views allow you to display the most relevant data, helping you quickly assess where things stand and what needs attention. Smart Lists make this data easy to digest and act upon.
12 Days of Christmas Offers
The holiday season is here, and we’ve got something special lined up with our 12 Days of Christmas Promo! It’s the perfect opportunity to give your REW CRM a little extra holiday boost before the new year kicks in. This promo lets you dive into exclusive discounts on some REW CRM modules, additional sites, custom work, SEO, PPC and so much more. Plus, you get one entry to our iPhone 16 giveaway when you book a demo! Now’s the time to get everything in shape for a strong start to 2024. After all, while gifts are great, investing in your business with the right tools will help you hit the ground running!
Grab our 12 Days of Christmas promos now!
Connect, Share, and Learn
Want to dive deeper into Smart Lists and how they can help you convert more leads? Or maybe you want to share your feedback and your own best practices? Whatever it may be, the REW Forum is for you. Join today and start connecting with like-minded people who are all working to take their businesses and careers to the next level!
Smart Lists FAQ
What are Smart Lists in REW CRM?
Smart Lists are customizable lists that help you organize and segment your leads, agents, deals, and sources based on specific criteria you set.
Can I customize the data I see in Smart Lists?
Yes! You can create custom Views to display the most relevant data for your workflow by selecting and organizing the columns you need.
Are Smart Lists updated automatically?
Absolutely. Once set up, Smart Lists dynamically update as new data meets the filters you've applied, keeping your lists always fresh and accurate.