I’m excited to announce that Automation is officially live in REW CRM! This has been one of our most requested features, and we couldn’t be more excited to get it into your hands. At its core, Automation is about simplifying your daily tasks and eliminating the repetitive ones.
It saves you a lot of time plus ensures your workflows are consistent and efficient. There’s no need to juggle too many tasks and worry about forgetting something – automation helps you handle leads promptly and with care. They also reduce the chance of human error and allow your team to focus on what really moves the needle: building relationships!
Triggers – These are the “if this, then that” rules that kick off your automation. Triggers can be things like, deal stage changes, inquiries on a property, tags being added, or meeting a calendar date.
Conditions – Think of these as filters that fine-tune your automation. Conditions help ensure that your rules only apply to leads that meet specific criteria. For example, you might want to create automations that only apply to leads from a certain city, who have had certain interactions, or belong to specific groups.
Actions – Once the trigger and conditions are met, you can decide what happens. You can automatically email or text leads, notify agents, reassign Leads, add notes or enroll leads in action plans.
To set these up, just log in to REW CRM, head to “Automations” beside the “Sources” tab, and fill out the triggers, conditions, and actions for your automation rule.
You can check out our Automations blog post for a deep dive on the setup guide and how to maximize automation’s potential.
I’d really love to hear your thoughts on Automations. Would you use it? Which Automations would you like to set up? Do you have any suggestions on how we can improve this tool? Don’t hesitate to share them!
@Mheanne This is a much needed feature! So glad the team finally got this one live. With this being in beta, is it safe to assume there will be new triggers, conditions and actions being tested and potentially added?
Thanks @MattFranklin! We’re so glad you’re excited about it. Yes, we’ll be testing and adding new triggers, conditions, and actions in the future—feel free to share any ideas!
It looks like the automations engine was designed similar to Follow Up Boss’s automations which is great! You have covered most triggers and actions but there are a couple of things:
one that is a bit tricky is the “Stage” trigger. Stages aren’t configurable so only having lead, contact, and client is a little strange. I was a FUB user and stages were great to use for creating more specific labels(stages) for leads. Stages should describe what stage the lead or contact is in(ready to buy, just looking, active client, vendor etc). I know there’s a million ways to setup a CRM so it’s just my opinion on the stages field but it would be more useful for automations. Otherwise, you have to get real tag heavy.
When I was testing I couldn’t get any registration event to trigger an automation. Will this be something added? In FUB’s triggers they had a “New Inquiry” option and it encompassed registrations, seller inquiries, property inquiries, and general inquiries. It would be nice to trigger some things when a new user registers.
Adding tags as an action would be great too.
Adding a condition for days since last visit would be awesome. I think this is called “Last Active” in the filters. This way you could trigger an email/text to an agent if a stale lead visits your site after going cold for a certain amount of time. Unless this is already in there and I missed it.
Another built in automation that I’ve seen with other CRM’s(FUB and Lofty specifically) is blocked or bounced emails and bad phone numbers. If at any point the lead is sent an email that bounces then the system automatically adds a tag of “Bounced” to the lead. Same with a bad phone number. Same goes for bad phone numbers. CRM checks the phone number against carrier registrations and also formatting and lets you know if it’s potentially a bad number. Again, a tag would be auto added as well.
Hi Matt! We really appreciate this kind of detailed feedback, it’s how we continue to improve! Your suggestions on stages, inquiry triggers, tags as actions, and features like “Days Since Last Visit” are spot on, and we’re actively working on addressing these areas. The current setup doesn’t cover everything, but we’re committed to expanding triggers, conditions, and actions to address more user needs. Thanks for sharing your input, we’re all really excited about working on this!
