Unveiling 'Source View' - REW CRM's Newest Feature

Wes Martin
Posted by Wes Martin
Updated on
Published in Products

Navigating Source View's Features

Welcome to the future of lead sourcing! Say hello to 'Source View' in REW CRM - your new secret weapon in mastering the art of lead management. Dive in as we unwrap the new features that's set to make an impact on how you track, analyze, and celebrate your leads.

A video walkthrough of REW CRM's new 'Source View' features.

Introducing Source Management

In the world of lead generation, understanding where your lead originates is pivotal. REW CRM's Source Management is like a compass in a sea of data, guiding you to smarter decisions. Collecting leads is one thing - this is about organizing them in a way that makes sense for your real estate business. With this tool, you can easily categorize each lead by its source, whether it's a referral, an ad campaign, or through organic search. This categorization becomes the backbone of your strategic planning, helping you allocate resources better.

Imagine being able to pinpoint exactly which marketing efforts are bringing in the most leads. That's the power of Source Management in REW CRM. It transforms raw data into actionable insights, allowing you to focus on the most fruitful sources. By tracking the origin of each lead, you're building a roadmap for future success. This feature is the first step in a journey towards more efficient and targeted marketing strategies.


  • Categorizes and organizes leads by their sources for better strategic planning.
  • Transforms lead source data into actionable insights, enhancing marketing efforts.
  • Acts as a roadmap for future marketing strategies and resource allocation.

Tip: By reviewing your lead source data consistently, you can identify emerging trends and adjust your marketing strategies accordingly.

Adding a 'Lead Source' on REW CRM's 'Source View' dashboard.

Adding a 'Lead Source' on REW CRM's 'Source View' dashboard.

Overview of Source View

REW CRM's latest gem, Source View, is here to impress you with its functionality. Think of it as your control center for all things related to lead sources. This new feature provides a comprehensive homepage where you can view and manage all your sources and their associated data. It's like having a bird's-eye view of your marketing landscape, allowing you to see which sources are performing best at a glance. Source View brings clarity and convenience to managing your lead sources, making it easier to stay on top of your game.

Source View also helps you interact with your data in meaningful ways. You can now create smart lists and apply filters to view your data exactly how you want. This level of customization ensures that you're understanding what the data means for your business. Whether you're looking at spend amounts or tracking the performance of paid sources, Source View puts the power in your hands. It's a tool that adapts to your needs, providing insights that are both deep and accessible.


  • Provides a comprehensive view of all lead sources and their data on a single page.
  • Enables creation of smart lists and application of filters for customized data viewing.
  • Enhanced understanding of lead source performance and spending.

Tip: Utilize the filter feature to segment your data for specific campaigns, helping you to focus on what works best for each marketing initiative.

Enhanced Reporting & Analytics

Source View takes reporting to the next level in REW CRM. It uses "report cards," (like those found in REW Deals) a feature that showcases key statistics like Spend, Cost Per Acquisition, and ROI. These report cards are a window into the effectiveness of your lead sources. They allow you to measure the success of your marketing efforts in real terms, providing a clear picture of what's working and what's not. This feature makes a huge difference for businesses looking to optimize their marketing spend.

The beauty of these enhanced analytics lies in their simplicity and depth. You can quickly grasp the performance of different sources without getting lost in a sea of data. This clarity is vital for making informed decisions about where to invest your marketing budget. The Cost Per Deal metric, for instance, can be a crucial indicator of the efficiency of your sales funnel. With these tools, you're equipped to fine-tune your marketing strategies for maximum impact.


  • "Report cards" feature provides key statistics for evaluating lead source effectiveness.
  • Offers a clear, concise view of marketing performance and spending efficiency.
  • Aids in making informed decisions on marketing investments and strategy adjustments.

Tip: Regularly compare the Cost Per Acquisition and ROI metrics to identify the most cost-effective lead sources for your real estate business.

The 'All Sources' page on REW CRM's 'Source View.'

The 'All Sources' page on REW CRM's 'Source View.'

Utilizing Source View

Further, Source View is a powerhouse of functionality. With its smart lists feature, you can create dynamic segments of your lead sources based on various criteria. This segmentation allows for targeted analysis and more personalized marketing strategies. Filters add another layer of precision, enabling you to sift through data like a pro. These features ensure that you're using data to drive your business further.

However, it's important to note that Source View is an exclusive club. Access is limited to those with Admin accounts, ensuring that sensitive data remains secure and managed by authorized personnel. This exclusivity underscores the importance of fata within Source View and the need for careful management. As an admin, you have the power to harness this tool's capabilities fully, turning insights into action. It's a responsibility that comes with great potential for optimizing your lead management process.


  • Smart lists and filters for targeted analysis and personalized marketing strategies.
  • Exclusive access for Admin accounts, ensuring data security and proper management.
  • Empowers Admins to turn insights into actionable strategies for optimized lead management.

Tip: Train your team on the nuances of Source View to maximize its potential and ensure everyone understands how to leverage its features effectively.

The 'Lead Sources' page on REW CRM's 'Source View' dashboard.


That's a wrap on our journey through what 'Source View' is, and why it's important. With these new tricks up your sleeve, you're well-equipped for lead-sourcing in REW CRM. Remember, if something isn't tracked, it can't be improved upon - Source View gives you a direct understanding of your ROI with your marketing dollars.

Source View FAQ

Is training provided for new users of Source View?

If you're a REW CRM user and have questions about Source View, please speak to your Account Manager. If you're new to REW CRM, please contact us to learn more about how Source View can support your real estate business.

How does Source View integrate with existing REW CRM features?

Source View seamlessly integrates with other REW CRM features, enhancing overall functionality.

How does a CRM system improve customer relationships?

A CRM system improves customer relationships by providing a comprehensive view of customer interactions, preferences, and history. This enables personalized communication and services, leading to increased customer satisfaction.

Is REW CRM suitable for small real estate businesses?

Absolutely, REW CRM can make a positive impact on small real estate businesses. It helps in organizing contacts, automating tasks, and analyzing customer data, which is crucial for growth and customer retention.

Can CRM systems help with the process of lead generation?

Absolutely! REW CRM can significantly aid in lead generation. They can track potential leads, manage lead information, and automate marketing campaigns to nurture these leads effectively.

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