This one was a big one: Our CEO, Morgan Carey, gave us a hands-on walkthrough of the latest CRM release, and there’s a lot to be excited about, including two of our biggest updates:
Automations Phase 2 – More power, more flexibility, and easier ways to streamline your follow-ups.
AI-Generated Call Transcripts & Summaries – Your calls now get automatically transcribed and summarized. Seriously cool stuff.
Definitely worth a watch if you’re curious to learn how each feature works and where to find them. Or you can read our blog post for the full details.
Drop your thoughts or questions below after you watch — we’d love to hear what you think!
And if you have ideas or topics you’d love to see covered in future CRM coaching sessions, let us know — we’re always open to suggestions!
Thanks for this, Elianna! I also wanted to share some great feedback we got about the recent coaching session. Thank you to David Yetman (@thinkhalifax.com) of Century 21, Derrik Carlson (@realestateinparkcity) from the Carlson Real Estate Team, and @GregoryLeicht of SaraSellsSarasota.com for sharing your thoughts with us!
David suggested adding built-in automations on the CRM to help users get started. Derrik shared positive feedback about @Morgan’s leadership and suggested adding clearer feature walkthroughs during sessions. Greg said he’s enjoying the calls and that he’s excited about the new and upcoming REW Dialer updates!
Thanks again for sharing your ideas and feedback! This is absolutely awesome and we appreciate you taking the time to join the coaching session.
Click here to watch the recap video
