Keeping track of leads and ensuring timely follow-ups can be challenging without proper support. That’s where action plans come in handy. With REW CRM’s Action Plans feature, you can create customized task lists for each lead.
Here’s why integrating action plans into your workflow is a game-changer:
Efficiency: Action plans help you stay organized by providing a clear roadmap of tasks to complete for each lead. From scheduling calls to sending follow-up emails, you can easily manage your workload and prioritize tasks.
Automation: REW CRM’s action plans allows you to automate certain tasks, such as emailing and assigning/ removing leads from action plans.
Customize: Prepare tailored action plans for all types of leads. Whether it’s a new lead or a prospect you’re nurturing, you can add custom tasks that align with how you want to approach your leads.
If you want to learn more about the benefits or how to set up action plans in REW CRM, check our blog post! If you’re already using action plans, how’s your experience? Looking forward to hearing your thoughts!
I outline exactly the action plan we use at the Carly Carey Real Estate Team. It’s not complex, and the secret is diligence (actually sticking to the plan).
I am curious to know if you guys have thought about adding the ability to create an action plan that assigns tasks once the status of a deal has changed?
Yes, we have considered this - it would come into play with “automations” which is a new feature coming out. Might not be in phase 1, but definitely on the list.
Basically “if this then that” so “if deal status changed to x,y,z” then “assign / unassign action plan”
So for example once you get a signed listing contract, you could auto assign all the tasks that are required for that specific listing (Pinging @laurastanley11 for reminder when this releases)
(Pinging 
