February Product Updates: Conversations Metrics, M...

February’s product update is here! Dive into the latest REW CRM enhancements, inclu...

Save Time on Your Emails: Here’s How REW CRM Can...

REW CRM simplifies email communication with tools like Form Letters, Templates, Respo...

Introducing REWpert: The AI Robot Revolutionizing ...

REWpert is Real Estate Webmasters' AI-powered robot designed to help real estate prof...

Closing the Year with Innovation: Exciting Product...

REW CRM's December updates bring powerful new features, including the highly anticipa...

CRM Forums

Omnichannel lead attribution for real estate marketing

My good friend Ken Pozek @Pozek - reached out to me today and asked me to point my brain towards conversion tracking for real estate marketers that use multiple lead sources.

In his case, for example, he does a lot of...

crm seo ppc marketing
Morgan photo Morgan, REW CEO •

CRM Coaching with Morgan - how my biweekly calls are setup and why

Hello all,

We have quite a few RSVP’s for tomorrow’s coaching call (many are first timers), so I thought I’d provide the structure of my coaching calls so that new members can get the most out of their experience and...

crm
Morgan photo Morgan, REW CEO •

Conversations and appointments - focus on metrics that matter in your real estate CRM

Lead Follow-Up & CRM Success: The Numbers You Need to Know

Hey everyone, hope you’re having an awesome week!

Recently, we launched the new “Conversations” feature, allowing you to log all of your conversations—including...

crm
Morgan photo Morgan, REW CEO •

Creating a new market analytics software for real estate in 2025

Hello all - I wanted to show you something I’ve been working on behind the scenes for the better part of a year now, we call it “Market Watch”

Originally I built it as a quick and easy way to run market stats for...

crm rew crm
Morgan photo Morgan, REW CEO •

You're a new agent on the REW CRM - start here!

Today is always a fun day, a brand new team member has started!

At the Carly Carey Real Estate Team, we get our agents set up on new leads and the CRM the very first week so that they can have access to warm leads and...

crm
Morgan photo Morgan, REW CEO •

Just created our first official automation using the new REW Automations Engine!

I have EXCITING news! The first install of REW’s automation engine is now live on www.carlycarey.com and it’s SO good!

What is the REW Automation Engine?

It’s a new application that allows you to create conditional...

crm rew crm rew deals
Morgan photo Morgan, REW CEO •

August Release Features (Version 24.8)

Happy Monday Everyone!

The Product Delivery Team has been working hard behind the scenes, fixing bugs and improving the CRM, to make sure you get the best Renaissance and CRM experience. We have just finished a exciting...

crm rew crm
Rebecca photo Rebecca, Business Analyst - Product •

May Release Features (Version 24.5)

The Product Delivery Team has been working hard behind the scenes, fixing bugs and improving the CRM, to make sure you get the best Renaissance and CRM experience. We have just finished a exciting new release for...

crm rew crm releases
Rebecca photo Rebecca, Business Analyst - Product •

SICK NEW AUTOMATIONS ENGINE! Check it out (REW CRM)

Let the epic feature release notifications continue! This one is just a few releases away and is SUPER Exciting! A new automation engine

Inspired by companies like Pardot / Salesforce automation pathing and mentioned in...

crm
Morgan photo Morgan, REW CEO •

Lead follow up and action plans using REW CRM (actual video of team training by REW CEO)

Hello all,

I wanted to share with you the training that I recently did for our local team here at www.carlycarey.com

Here’s the video:

The most important lesson I have learned about CRM follow-up

Are you...

crm
Morgan photo Morgan, REW CEO •

January & March Release Features Recap (Versions 24.1 & 24.3)

Hi Everyone,

Here is a quick overview of the updates the Product team made earlier in the year in our January and March releases, just in case anyone missed the cool features we’ve released. Any questions please let me...

crm rew crm
Rebecca photo Rebecca, Business Analyst - Product •

New Real Estate CRM dynamic referrals, source and budget attribution

The hits just keep on coming. This new real estate CRM feature is HOT!

Scheduled for the release after next (around a month from now) we are going to add an exciting new feature that includes manual and dynamic source...

crm rew crm
Morgan photo Morgan, REW CEO •

New lead details for mobile - help us organize your contact data

Hello all,

We’re making some extremely good progress on the new lead details pages (replacing the deprecated apps pages) and we’re at a point now where we feel really good about mobile, but for desktop we’re still...

crm
Morgan photo Morgan, REW CEO •

List of must have FUB features to ensure your workflows (Follow Up Boss Migrations)

WOW, so many FUB users booking meetings! (Exciting!)

What I didn’t realize though is just how many current REW users also use Follow Up Boss (hundreds).

I’ve been taking calls all week and will continue to personally do...

crm fub
Morgan photo Morgan, REW CEO •

Adding budget offset in REW CRM source for lenders and other contributors

I had a thought as I was watching AJ’s recent training for our agents where he was talking about leveraging vendors to offset PPC costs.

Could we (should we) not add a field for offset?

Example

crm
Morgan photo Morgan, REW CEO •

Some REALLY cool stuff is coming! Roadmap sneak peek :)

Hey all - happy Friday!

I wanted to pop in and share a few really exciting roadmap items that will be coming soon to a CRM near you!

Agent goals! As we all know, goal setting is so important for agents. Now in the CRM...

crm
Morgan photo Morgan, REW CEO •

CC text notifications -

This one should be pretty easy (I think) - and would really help out our team.

What I’d like is a CC to the SMS Email Address:

Now I don’t know if this is handled...

crm
Morgan photo Morgan, REW CEO •

Agent talk time, connection rates, summary view of calls in agent view

Hey @Rebecca and @Aayaam (pinging @michael and @MattPinneo also)

Just looking at some CRM reports (specifically around agent view) and I have a few suggestions/requests. Not sure if they are all viable due to potential...

crm
Morgan photo Morgan, REW CEO •

November 2023 Release Features (Version 23.11)

Hi Everyone,

The product team have released some amazing new features that we’re excited to share with you!

Source View

The CRM now provides a home page to view all Sources and Source data.This view is where you’ll be...

crm rew crm
Rebecca photo Rebecca, Business Analyst - Product •

Follow Up Boss acquired by Zillow - How to switch REW CRM. Start here!

The biggest news in the prop tech industry in a long time! Follow-Up Boss has been acquired by Zillow.

Of course, Zillow and FUB will both say (and rightly so) they will do everything to honor their customers, protect...

crm
Morgan photo Morgan, REW CEO •

The REW Dialer comes out in Beta next week!

This is a really exciting update… the beta version of REW Dialer is going out in next week’s updates!

At this point, we don’t even have pricing yet, but we’re...

crm
Morgan photo Morgan, REW CEO •

September 2023 Release Features (Version 23.9)

Hello Everyone,

Here is some of our new features that are available in the latest release. Shout out to the amazing Product team for all their hard work!

REW Insights

REW Insights is a historical view of lead activity...

crm rew crm
Rebecca photo Rebecca, Business Analyst - Product •

June 2023 Release Features (Version 23.6)

Hello Everyone,

We have the a brand new release coming out and will be available to you all next week. This will include some exciting big and small features such as:

Intranet

What is Intranet?
A simple, easy-to-use yet...

crm rew crm
Rebecca photo Rebecca, Business Analyst - Product •

Adding goals (with tracking) to the agent report

Adding goals for agents has been on my list for quite a while now and now that we have REW deals coming out in a few months, I’d like to accelerate this feature.

It’s quite simple really - Agents can add their goals via...

crm
Morgan photo Morgan, REW CEO •

Budget attribution by source - how to do it and why it's awesome!

Do you know how I’ve been raving about the future (the VERY near future) where we will be combing the new REW CRM “Sources” with the new REW Deals in order to accurately report on end-to-end marketing right down to the...

crm
Morgan photo Morgan, REW CEO •

Combining offers and pending into one stage for buy side deals

As we gather feedback and clients review REW Deals, one thing I’m noticing consistently is clients are saying we may be adding too many steps (and many things seem like they are just “part of” a stage as opposed to...

crm
Morgan photo Morgan, REW CEO •

The holy grail is on the way! Source view! (Need your input)

Ok folks, I know I’ve been talking up source view and the new deals module a lot lately, but there is a method to my madness!

Let’s start with the goal - it’s as simple as anything gets, but a profound change in how CRM...

crm
Morgan photo Morgan, REW CEO •

What should we build next? Your chance to participate in the evolution of Renaissance

This past week, we just launched RealEstateWebmaster.com on Renaissance (now we’re on the same framework as you!)

We optimized the heck out of it and got perfect scores… perfect 800 baby! (first time in history)

And you...

crm seo real estate websites website renaissance
Morgan photo Morgan, REW CEO •

Shared groups and smartlists for leaders and managers (REW CRM Rocks!)

Every day that I use this new CRM, I fall more and more in love with it!

Sometimes it’s for the tech-forward, sexy features, but sometimes it’s just how easy it is to use and how when I have an idea or a challenge I...

crm
Morgan photo Morgan, REW CEO •

New graphs / timelines in REW CRM - what do you want first?

Who loves a good graph in their CRM? (I do!)

The team (led by @Phil on creative) is working on building new graphs into several areas of the REW CRM and we’d love to have your feedback (and hear your requests).

Phase...

crm
Morgan photo Morgan, REW CEO •

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