Exciting new real estate CRM features!

Happy Thanksgiving everyone! Here are some of the new CRM features that will be available for our qualifying Renaissance clients from the 12th October 2022. Our wonderful beta group has had early access to help us test these new features, ensuring a smooth transition for the rest of our client base.

You can also check out Morgan Carey’s post for more information.

Our features for this new release are:

  1. Automatic Action Plans

Admins can automatically assign Action Plans based on the form the user has filled out.

  1. Automatic Groups (based on forms)

When any form is filled out, it automatically adds the new lead to a “group” which is a global group named after that form.

  1. New Query Engine

Now you can build out even more complex Smart Lists and save your favorite workflows.

  1. Unreplied Emails/Unreplied Texts (Gmail and texting module)

If you have Gmail integrated and/or the texting module you can now create filters based on unreplied emails and unreplied texts.

  1. New Custom View Builder

Our new custom view builder allows you to see data the way you want to see it. Choose to view your leads using the new Power Mode or the classic Mobile View. You also have the ability to customize your own view.

We are here to support you during this transition and if you have any questions, please email us at support@rew.com.

As always, we love hearing your feedback on our feature updates and can’t wait to share what is coming in the future!

4 Likes