Automation Resources

Webinar: Introduction to the New Automation Features - Get an overview of REW CRM’s new automation features from Business Analyst, Rebecca Warn. This impactful tool is designed to save time and increase productivity by automating key processes.

How to Set Up REW CRM's Automation Feature - The REW Automation Engine enables you to streamline key tasks through powerful triggers, conditions, and actions. Explore automations and open up more time for building relationships and closing deals!

Automate and Streamline Your Workflow with Action Plans - Action Plans in the REW CRM are designed to help you automate and streamline your lead engagement process. Watch this comprehensive guide to learn the step on how to set up your own Action Plans.

How To Use and Maximize REW Text - Stay connected effortlessly with REW Text—a powerful messaging tool built into REW CRM. Send direct messages, automate texts, and receive instant notifications to ensure seamless communication with your leads. Watch the video to see how REW Text can enhance your workflow!

Webinar: How To Set Up and Utilize Saved Searches - Learn how to set up and maximize Saved Searches in REW CRM to keep clients engaged and drive more conversions. This webinar covers step-by-step setup, customization options, and best practices for using saved searches effectively.

Webinar: Set Auto Text Feature and Smart Lists - Discover how to set up automated text messaging and leverage Smart Lists in the REW CRM. You'll learn how to streamline communication, improve lead management, and enhance your workflow efficiency.

How To Create Drip Campaigns - Learn how to automate series of emails sent to leads over a specific period with REW CRM's drip campaigns.