Stay on Top of Every Lead with REW CRM’s Lead Stage Manager
Watch out for the release of REW CRM's Lead Stage Manager. Customize and organize your lead stages to tailor your communication and outreach efforts....
CRM Resources
Powerful REW CRM Features You Should Be Using
Rolling Out: AI-Generated Call Transcripts and Sum...
Check how the latest REW CRM updates can streamline your workflow, free you from repe...
How Our New Product Advisory Board Is Driving Inno...
Discover our new advisory boards' contributions to REW CRM—Pinned Notes, Automation...
Boost Your Conversion Rate with REW Dialer and Spe...
Leverage REW Dialer and the Speed to Lead action plan to connect with more leads, imp...
Coming Soon: AI-Generated Call Transcripts & Summa...
Here's a sneak peek of our upcoming September release! Check out the much-awaited Aut...
Our Biggest Product Updates From The Past 12 Months
Turn Conversations Into Conversions: Our Latest REW Dialer Update is Now Live
REW CRM’s Engagement Wheel: The Fastest Way to Track Lead Activity and Agent Tasks
REW CRM's Automation Phase 2 is Coming Soon!
The Real Value of Your PPC Leads Is in the ROI
May REW CRM Updates: Google Calendar Sync, New Filters, and Easier Navigation
Reasons You're Not Hitting Your Goals: Track Conversations, Marketing ROI, and Workflows
How to Measure Conversations Metrics and its Impact on Conversion Rates
How REW Dialer Tracks Conversations to Help Agents Reach Their Goals
The Latest Updates Are Here—Push Notifications, REW Dialer's Conversations Mapping & More!
Sneak Peek: Push Notification Is Coming to REW CRM!
Agent Workflow in REW CRM: Everything You Need to Know
REW Academy Got a Makeover: Check Out the New Look!
New Conversations Metrics: A Better Way To Measure Success
February Product Updates: Conversations Metrics, Mobile Redesign, New Fields, and More
Save Time on Your Emails: Here’s How REW CRM Can Help
Introducing REWpert: The AI Robot Revolutionizing The Real Estate Industry
Closing the Year with Innovation: Exciting Product Updates
The Wait Is Over: REW CRM’s Automation Has Arrived!
Real Estate Webmasters’ Post-Summer of Innovation Update
Lead Pools by Real Estate Webmasters: The Key to Efficient Lead Distribution
Changing the Game with the Buyers Compensation Tool by Real Estate Webmasters
CRM Forums
Understanding New Campaign Analytics - Opens, Clicks, Sends, Bounces etc
Hey REW team,
I LOVE the new campaign measurement feature (it’s truly badass!) great job R & D!
I am however, a bit confused on the metrics - here’s a real-world example:
Consider the main card stats:
New custom stages coming to REW CRM - Let's talk stages!
Morning all,
I am just testing out the POC / Alpha for the new customized “stages” feature. (Thanks @Garyashton for the push on this one).
Those who know REW CRM, know we’ve always had stages. But in previous...
Automations 3.0 - let's kick off the discussion for REW CRM
Hello all, now that automations 2.0 is released, we’re already starting to get feedback for the next cycle of automations, and so I thought I’d open up the floor to our customers and staff and see what other types of...
Pennies on the dollar custom coding - the concept (example)
The “Pennies on the Dollar” Concept for Custom Work
Hey everyone, today I wanted to talk about the “pennies on the dollar” concept that I often refer to when talking to clients about custom work.
Let me explain how it...
Organizing real estate leads - Groups, Tags, Motivations, Interests (REW CRM tips)
@Chasesalisbury was asking me today about “Groups”, so I thought I’d drop some recommendations in here about the various tagging options in the CRM — and why we’ve built it that way.
Let’s Start with Groups
Groups...
What are the best smartlists for Realtors®?
I’m currently working on an onboarding doc so that I can update the CRM to come pre-installed with far more “pre-setup” options, and one of the main components I’m trying to decide on is smart lists. Which ones should...
REW's new advisory board - top team leaders helping us make the CRM epic!
Hey everyone, happy Monday!
I have some exciting news (soon to hit the desks of every major real estate leader in North America as the cover story in Real Estate Magazine).
What’s the news?
Our amazing clients—and dear...
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...
Who are my Skyslope users? R & D project alert!
What’s up, all our Skyslope TM users/fans - I have some news.
@rewalex and I are just kicking off an exploration project in partnership with #skyslope in order to enable the pulling of transactions into the CRM / Deals...
Switching to ROI Focused PPC Reporting at REW
At the end of the month Real Estate Webmasters PPC department will be making a major change to how we report on pay per click.
This change will help agents (who are buying for themselves) and team leaders/brokers (who...
Market watch getting close to a closed alpha - it's so sick!
Ok folks,
I hinted about this in the past, but I’m at a point now where I can’t contain the excitement of this new software I’m building. Very soon, I’ll be reaching out to a few select customers (trusted, long term,...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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
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...
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...
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...
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...
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 Videos
Webinar: How to Maximize Your IDX Builder - Watch our webinar and optimize your IDX Builder for better search functionality and lead conversion. Learn how to customize search options, enhance property displays, and create a seamless user experience.
Webinar: Most Important REW CRM Settings You Need to Know - In this webinar, Hanna Wolff walks you through the most essential REW CRM settings to help optimize your workflow, ensuring you get the most out of your CRM. This video is perfect for anyone looking to improve their REW CRM knowledge and efficiency.
Webinar: The Advantages of REW CRM's Source View - Explore the advantages of REW CRM's Source View, the feature that enables you to track lead sources and measure your channels' performance. This webinar highlights how to analyze lead sources and make decisions to boost your ROI.
Webinar: Stay on Top of Your Goals with Agent Goals & Report Scorecards - Our VP of Product and Agency, Aayaam Kapoor discusses the significance of setting Agent Goals and utilizing Report Cards. He provides insights into how these tools can enhance individual agent performance and boost the team's overall results.
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.
Webinar: Utilize Smart Lists and Views For Lead Management - Utilize Smart Lists to filter leads, and Views for in-depth analysis. This webinar covers how to organize leads efficiently and gain actionable insights to improve your conversion strategy.
Webinar: How to Add Buy Side Deals in REW CRM - Join our Sales Manager, Jeff Pady, in discussing how to add buy-side deals in the REW CRM. Learn how to leverage REW CRM to close more deals!
Webinar: Explore the New Lead Details Page - Explore the enhanced Lead Details page in our webinar with CEO, Morgan Carey. The new design gives real estate professionals a more detailed and intuitive view of their leads, making it easier to track interactions and manage follow-ups.
Webinar: Real Estate Webmasters' Product Roadmap - Join us for a deep dive into Real Estate Webmasters' Product Roadmap for 2024. This webinar will provide an exciting look at the upcoming features, enhancements, and innovations that will help you stay ahead of the curve.
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!
How to Set Up Smart Lists to Filter Leads - Smart Lists allows you to filter lead information based on criteria that matters to you, providing you with the tools to work your leads the way you want. Watch the video to see how Smart Lists can streamline your workflow and improve lead management!
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 Take Advantage of the REW Dialer - The REW Dialer is designed to streamline agent communication by integrating a full dialing system directly into REW CRM. It helps increase efficiency by allowing agents to make calls, track interactions, and manage leads all from within one platform.
How to Set Up Lead Pools - Lead Pools streamlines the lead management process, ensuring that no lead is overlooked and team efficiency is maximized. Watch our step-by step guide on how to set up and utilize this REW CRM feature.
How to Set Up REW Deals - Need a demonstration on how to set up and manage Deals in the REW CRM? Watch this video and learn how to track leads through various stages, organize your pipeline, and improve lead conversion by using the Deals feature.
How to Set Up REW CRM's Sources Feature - Discover how to track where your leads are coming from and gain valuable insights to optimize your marketing efforts. With REW CRM's Sources feature, you can make data-driven decisions to improve conversions.
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!
How to Set Up Agent Goals & Report Cards - The Agent Goals feature is designed to help real estate agents set clear, measurable objectives and track their progress efficiently. Don't miss this impactful feature, watch our instructional video to get started!
How to Navigate the Lead Details Page - Navigate and utilize the new Lead Details Page in the REW CRM. This instructional video covers how to access detailed information about your leads, track interactions, and manage follow-up activities to enhance your lead management workflow.
How To Leverage REWpert AI For Content Creation - REWpert, Real Estate Webmasters' AI-powered assistant, helps agents create website content and engage with customers more efficiently. Watch the video to see how REWpert can streamline your workflow and enhance your marketing efforts!
How to Set Up an Agent Profile - Learn how to set up, customize, and optimize your agent profile to enhance your online presence and attract more leads.
How to Send an Email Blast and Streamline Communication - Learn how to send an email blast in REW CRM and streamline communication with your leads and clients. This video walks you through the process of creating, customizing, and sending bulk emails to keep your audience engaged.
How To Create Lead Groups in the REW CRM - Learn how to create and manage lead groups in REW CRM to organize your prospects efficiently. This quick tutorial walks you through the process, helping you streamline follow-ups and improve lead management.
How to Update Your IDX - Editing the IDX Settings - November 2022
How to Set Up IDX Registration Settings - Discover how you can configure the IDX registration settings on the backend and enhance your displayed listings.
Receive Agent Notifications with REW CRM - Explore the latest enhancements to the REW CRM's notification system. This feature enables you and your team to be informed in real-time, improving communication efficiency.
Seamless Navigation with REW CRM's My Setup Modal Redesign - The redesigned "My Setup" modal allows you to easily navigate the different features in the REW CRM. Explore now how you can maximize the new design and layout!
New Response Time Fields Added to Leads & Agents View - Introducing the latest update that allows you to track response times on Leads and Agents view. Learn how this feature helps improve follow-up efficiency, and enhance overall lead management.
Track Performance with Agent Daily Goals & Report Card - Explore REW CRM's Agent Goals and Report Cards and learn how this powerful feature can enhance productivity and help teams achieve consistent success.
What's New: Lead Details Page Redesign - Explore the updates to the Lead Details Page, and discover the improvements in layout, functionality, and user experience. Uncover how these enhancements streamline lead management, making it easier to track, update, and engage with your leads.
Analyze Historical Performance with Agent View's Line - Utilize the line graph feature on Agent View to track agent performance over time. Learn how to interpret trends, measure progress, and make data-driven decisions.
Leverage Cards Manager for Quick Summaries - Get an overview of the Cards Manager feature in the REW CRM and learn how to effectively set up your cards. These cards provide the total of select key performance indicators, enabling you to get quick summaries at a glance.
Set Agent Goals in the REW CRM - Set, track, and achieve your performance targets with REW CRM's Agent Goals.
Measure Your Marketing Efforts' Effectiveness with Source View - Here's an overview of how REW CRM can track lead sources and measure your channels' effectiveness. Gain insights into which marketing channels drive the best results and optimize your strategy for better ROI.
Better Lead Insights with Motivations, Interests and Tags - Learn how to enhance your lead insights by effectively using REW CRM's Motivations, Interests, and Tags. Utilize this feature to help you better understand and engage with your prospects!
Gain Actionable Insights with REW Insights - Unlock powerful analytics with REW Insights and make data-driven decisions to grow your business. Watch the video to learn how to track performance, identify trends, and optimize your strategy with real-time reporting.
Descriptive Tooltips and Clickable Deal Modal on Agent View - Explore the descriptive tooltips and clickable deal modal on the Agent View in the REW CRM. These features enhance user experience by providing clear, concise information and easy access to deal details, making it easier for agents to manage leads effectively..
Leads Group Mass Unassignment, Deals, Budget and Commission Data - Discover the process of mass unassigning leads from groups, handling deals, and managing budget and commission data in the REW CRM.
Track Your Marketing Channels' ROI with Source Management - Watch this video to learn how to track your marketing channels' ROI using Source Management. This feature helps you identify which sources generate the most valuable leads, allowing you to make data-driven decisions and optimize your marketing spend.
Webinar: Intranet, Lead Source Management, Lead Stage - Dive into how to effectively manage the intranet, leverage lead sources, and track lead stages. This webinar highlights the REW CRM tools that help you streamline lead management, improve internal communication, and maximize your marketing efforts.
Webinar: Agent Workflow in the REW CRM - Start optimizing your daily workflow using the REW CRM. You'll learn how to efficiently manage leads, track interactions, and streamline your processes to boost productivity.
Webinar: How to Set Up Agent Subdomains - Learn the setup process and benefits of creating a dedicated subdomain for your agent profile. You'll learn how this feature enhances your online presence, improves branding, and helps drive more leads directly to you.
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.
Webinar: Editing Content, Groups, Power View Mode - Edit content, organize lead groups, and utilize the Power View Mode in the REW CRM. Learn how these tools help improve your workflow and enhance the way you manage and display information.
Track Your Connections in the CRM with Conversation Metrics - Conversations metrics track when a real connection happens between an agent and a lead. These metrics measure actual engagements where the agent and lead connect.
How To Enable Shark Tank - Enable an auto-rotation for unassigned leads to your agents. With Shark Tank activated, your agents can claim leads on a first come, first serve basis.
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.
How To Log Into The REW CRM - This video tutorial will show you how to simply log into the backend of the REW CRM, along with steps on how to change your username and password.
How To Enable Agent Subdomains - Watch this tutorial of how to set up Agent subdomains in the REW CRM. We'll show you how to enable and edit an Agent's pages, and explain the benefits of pre-editing your default subdomain.
How To Action Leads In The REW CRM - Follow this agent workflow in REW CRM to keep your day running smoothly. Each step is designed to help you stay organized, ensure no task is forgotten, and make your lead management process more efficient.
How to Enable Your Lead Auto-Assignment & Auto-Rotation Settings - Learn how to enable and opt-in your Agents to the Lead Auto-Assignment, Lead Auto-Rotation and Lender Auto-Assignment settings in the REW CRM.
CRM Training Session Highlights - April 23 - Watch the highlights from our REW CRM training session on April 23, 2025.
CRM Training Session Highlights - May 7 - Watch the highlights from our REW CRM training session on April 23, 2025.
CRM Training Session Highlights - May 21 - Watch the highlights from our REW CRM training session on May 21, 2025.
CRM Training Session Highlights - June 11 - Watch the highlights from our REW CRM training session on June 11, 2025. This session's focus was on the Automations feature, followed with a sneak peek of the new triggers, conditions and actions that will be added to our future release.
CRM Training Session Highlights - July 23 - Watch the highlights from our REW CRM training session on July 23, 2025. We break down the essentials of call tracking, lead conversion, and data-driven goal setting to help you close more deals with less effort.
CRM Training Session Highlights - August 20 - Watch the highlights from our REW CRM training session on August 20, 2025. Our coach, Morgan Carey breaks down the fundamentals of our CRM checklist and focuses on the importance of tracking commitments and revisiting goals to measure progress effectively.
Updates to Automations Phase 2 - Learn all the new triggers, conditions, and actions added to REW CRM's Automation Feature. Explore examples of how to use these new updates to create Automations you can implement into your workflow.
CRM Training Session Highlights - October 1 - Watch the highlights from our REW CRM training session on October 1, 2025. Our coach, Morgan Carey gives us a tour of the latest REW CRM product updates from our Sept/Oct Release.
How AI-Generated Call Summaries & Transcripts Can Benefit You - The video introduces a new feature for REW Dialer users, where every call will automatically generate a summary and full transcript, allowing agents to focus on engaging leads without missing important details. Learn how you can use call transcripts towards coaching and performance improvement.
CRM Training Session Highlights - November 19 - Watch the highlights from our REW CRM training session on November 19, 2025. This training session covers fundamental strategies for effective lead follow-up and conversion in real estate, along with three key CRM modalities: prospecting, follow-up, and closing/deals.
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