REW CRM's Action Plans provide both brokers and agents with a powerful tool to standardize and streamline lead nurturing. Brokers can establish unified messaging and proven processes that agents follow, ensuring consistency across all client interactions. This not only helps agents focus on building relationships and converting leads but also allows brokers to monitor adherence to the strategy and measure the overall ROI of their action plans.
Explore how Action Plans in the REW CRM can enhance your lead follow-up with our step-by-step video tutorial. We’ll guide you through the full setup - from creating to automating Action Plans, lead assignment and agent permissions.
With Action Plans, brokers can create customized frameworks that outline the exact steps agents should take when engaging with leads. By standardizing tasks such as calls, emails, and follow-ups, brokers ensure that all agents convey a consistent message aligned with the company’s values and objectives. This unified approach strengthens the brand and enhances the client experience across the board.
Action Plans offers automation features that make follow-ups incredibly easy. Automate tasks like sending emails or texts and automatically assign new leads to action plans based on submission form origin. This allows agents to focus on higher-value activities while maintaining consistent communication.
Keep track of your tasks through notifications on the REW CRM dashboard! By monitoring progress and adherence to action plans, agents and brokers can identify areas for improvement and evaluate the ROI of their lead management processes, making data-driven decisions to refine strategies and boost conversion rates.
Don't take our word for it! Find out from happy customers why the REW takes the #1 spot in the combined website, lead generation, and CRM space.
