

Source management in the REW CRM revolutionizes how you manage and analyze your lead sources, providing crucial insights that help you make informed marketing decisions. With the ability to categorize, filter, and track the performance of each lead source, this feature ensures that you’re optimizing your efforts for maximum ROI. Gain a clear understanding of where your most valuable leads are coming from and take control of your strategy.
Explore the workflow of Source Management in the REW CRM with our step-by-step video tutorial. We'll guide you through how to create new sources, organize your leads into source groups, and an overview of the metrics our Source View page offers.
Sources in the REW CRM allows you to categorize your leads based on their origin, whether they come from referrals, ads, or organic search. This organization helps you allocate resources more effectively, ensuring that your marketing efforts are always targeting the most fruitful channels.
Source View provides enhanced reporting with metrics like Spend, Cost Per Acquisition, and ROI. These report cards offer a clear overview of how each lead source is performing, making it easier to identify the most cost-effective channels and adjust your marketing strategy accordingly.
With source management, you can log and refine your marketing spend based on real-time data. By consistently reviewing lead performance and adjusting your approach, you’ll be able to allocate your budget to the channels that deliver the best results, boosting your overall ROI.
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.
As part of our Summer of Innovation webinar series, our Account Manager, Shannon Barker, walked us through REW CRM's Source View, showing how this powerful feature can transform the way you track ROI across various marketing channels, categorize your leads more effectively, and fine-tune your strategy for better results.