Emailing from mobile view is frustrating. I’m using Safari on iPhone 15 Pro. The email modal sometimes zooms in about 110% of the window size and I am unable to zoom it out. It prevents closing the modal and makes navigating the message content brutally difficult. This happens quite frequently. I typically just resort to pulling the laptop out or jumping over to the native Mail app.
The only way to get this corrected is to refresh the page and then pinch to zoom the lead details screen back to normal.
I’ve realized the mobile view is good for short emails only. Hard to read any of the content that has been typed or scroll up and down in the instance I need to make edits to the content itself.
Thank you for the feedback - where are you emailing from specifically? (There are a few spots)
Either way, I also notice a bit of a CLS (Cumulative Layout Shift) on a larger iPhone.
Certainly, we can look into testing this better for newer / larger IOS devices. @FernandoOrtiz can we put this into the backlog? (I’ll post a screenshot from my phone)
Also:
Are you a G-suite user for your business? If yes, you can also “sync” your Gmail and CRM and thus automatically have emails entered into. your CRM if sent from your Gmail.
Personally, I don’t like writing anything but short emails from any phone client (including Gmail) so I use my Gmail or CRM for quick emails or “pre-written” emails in the CRM case - otherwise, I tend to do my emailing mostly from my computer whenever a more robust response is required.
Great feedback and appreciated as always, thank you!
@Morgan I email leads typically by visiting the leads details page and then tapping the mail button. Honestly, I have this issue about 9 out of 10 times I email someone.
I’m not on a larger iPhone per se. I’m on a 15 Pro. Not the Pro Max. Definitely a larger size than older iPhones but not the largest screen out there.
I do have the Google workspace sync turned on. I work heavily from my phone and I rarely pick up a laptop when I’m on the go unless I’m already working from it. If I’m out with clients or at lunch, coffee, etc, then Im always catching up on emails. In cases that I need to type a longer email, I hop over to the native mail app to compose an email instead of the CRM Mail module because personally, It’s painful to use. Not saying that so much to complain but to share my feedback. There’s a bit of wasted screen space and I think that the small amount of actual text space for the message itself causes other issues. One of the biggest issues I experience is when there’s text that extends beyond the viewable space and I need to jump back up a sentence or two and make a correction to something. I then can’t get back to the end. of the message rendering my time spent typing the message wasted. You can see in the screenshot there’s only 3 lines of visible text in the window(outlined in red). The rest of the mail real estate is taken up by the items outlined in yellow. I know some of those are important but if it’s truly a mobile view then no one needs all of the rich formatting options, word count, etc. I agree it should be for short text emails so maybe the UI should reflect that.
I know I harp on this a good bit in a lot of my forum posts and replies but building a CRM to be mobile friendly has its challenges. Not everything can be scaled down and because of that the user experience can be diminished. Of all of the CRM’s I’ve used in both my real estate business and my IT consulting business, not one of them has a mobile friendly version. They all have native apps for the mobile experience. And that’s because mobile shouldn’t be a full fledged product. Or at least for a CRM. It should be complimentary of the bigger, badder main product. If you couldn’t tell I’m trying to say that I love the REW Leads app and think that it was a killer companion to my REW site. I appreciate the hard work that you and your team has put into the new UI and all of the new features but I would love to see the Leads app stay around for a long time and be developed further. I don’t think I’m the only one in this community with that opinion.
And for the sake of writing long text based responses, I’m on my phone writing this entire post reply.
Feedback is always welcome Matt - I will tell you though in full transparency, REW is committed to our path of continuous improvement of a “responsive CRM” and there are no plans in the near term future to develop/maintain a separate app. We’re not app developers and do not have any IOS / Android developers in R & D, production or support - as such, it’s not in the cards for us to develop any apps at this time.
Yes, in the past we did have both MLS search apps AND CRM apps - (including full staff to support both) however the adoption (actual usage) did not justify the continued investment in development/support. (We’re talking like 15 users of the MLS app, and far below 5% of all REW customers actually leveraging the CRM app) - it simply didn’t make any business sense vs re-investing those staff salaries and developers into improving the overall product for the other 95%.
I do “get it” - if you were one of the less than 5% and a power app user, the decision to no longer have an app impacts your quality of use. We didn’t make the decision lightly, but ultimately we do believe in our path forward and truly believe that our new mobile version is already superior to the vast majority of CRM’s “with apps” out there, and continues to develop at an increasing pace.
There is a lot more coming and every month we release even more enhancements (we just released push notifications for example, a traditional app-only feature) the hope is, if you give it a chance (and if we can fine-tune the few things that need adjustment) you will learn to love the mobile version of the CRM even more than you loved the apps of the past.
@Morgan, thanks so much for the transparency. I don’t disagree that the CRM is moving in a great direction and I appreciate all oft the hard work that is going into all of the new features that have been built and the ones that are coming.
I’m giving all of the new features a chance my friend. Push notifications will be a nice addition for sure!
Just out of curiosity, when the decision was made to moonlight the Leads app, what was the adoption rate of the base CRM? I know that I personally wasn’t using the CRM in the way that I am now. It was strictly for setting up saved searches. I’m almost 100% CRM adoption now. All of my other CRM activities were done in a couple different CRM’s for the last 3 or so years. Now that I’m in REW CRM daily for full CRM tasks, I’m excited about the direction of it. I’m wondering if I’m the only agent that is trying move back to REW CRM or if there a lot more users like me. Would be interesting to see how the Leads app usage vs CRM usage looks now(or in the next few months) compared to a year ago.
On another note, any chance you guys are working on an inbox for all communications to leads in one place?
Also, how many agents/brokers are involved in testing new features in their alpha phase or even pre-alpha? I would love to be a part of that group. That’s one thing I see a lot of other CRM’s do poorly. They only test with big teams and never diversify different types of use cases.
The pertinent part there is my bi-weekly coaching calls.
On those calls we have a structure
Wins:
Accountability:
Feature showcase: R & D Preview!
It’s the last one that applies to your question. I showcase in real time the features as they near completion and all agents on the call can raise their hand and ask questions, give feedback etc before launch.
One thing to note though, is that there isn’t the typical long development cycle “Alpha” “Beta” etc that is in larger software projects since these are feature releases, not entire rewrites of the software.
When it’s larger applications those are tested for 6-9 months on www.carlycarey.com before they are every considered for customer distribution. (Like my new Market Watch software for instance)
Yep. I read that post. I will try to attend some calls but unfortunately between my coach, my other 2 businesses, and my networks with calls already scheduled, adding another call into my schedule is going to be very tough. I will definitely try though.
So with the testing that happens on Carly’s site, are these CRM related updates or just website framework updates? I’m assuming both. One of the things that I’ve noticed with a lot of CRMs push out features that work great for teams but not for single agents. I trust you guys are producing for a types of agents but if you needed early adopters or testers for just CRM updates, I’m happy to help!
It’s a bit of both, a few good examples have been dialer, google calendar sync, and MarketWatch. We’ve definitely gotten a lot of value from early adoption on Carly’s site. We may do more early adoption strategies for bigger features in the future, we’ll definitely consider you @MattFranklin thanks for offering, we really appreciate it!
