Don’t miss our 12 Days Christmas Promotion. Win epic prizes + save big on Custom Work, PPC, SEO and more! See Offers.

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...

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:

crm
Morgan photo Morgan, REW CEO •

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...

crm
Morgan photo Morgan, REW CEO •

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...

crm
Morgan photo Morgan, REW CEO •

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...

crm
Morgan photo Morgan, REW CEO •

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...

crm
Morgan photo Morgan, REW CEO •

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...

crm
Morgan photo Morgan, REW CEO •

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...

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 •

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...

crm
Morgan photo Morgan, REW CEO •

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...

crm rew crm ppc
Morgan photo Morgan, REW CEO •

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,...

crm rew crm
Morgan photo Morgan, REW CEO •

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 •

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 •

CRM Videos

Your Shot at Our $100,000

Grand Prize Starts Here!

Book a demo now to secure your entry for our 12 Days Promotion. No purchase required.

Please provide a valid email address.
 
Real Estate Webmasters serves cookies to analyze traffic to this site. Information about your use of our site is shared with Real Estate Webmasters for that purpose.
See Details