Feature Requests

Welcome Rex Users!

Let us know what you really want out of the system you use in your businesses every day!

Please include as much detail as possible about what the feature is and how the feature would make your life easier – this will encourage other rex users to vote for your request rather than creating a duplicate idea. The more votes you get the quicker your idea will come to our attention :)

How it works:

  • You can add as many new ideas here as you like but each new idea that you add will cost you one of your votes.
  • You have ten votes to use. You can distribute these however you like with a maximum of 3 on any single item. You can remove a vote if you change your mind and put it elsewhere.
  • If you have voted on an item that is then implemented, you will get those votes back to use again.

Remember – no request is too small :)

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  1. Unassigned Leads Into REX

    the ideal scenario would be for leads to come in unassigned with unassigned record owners. Leads from contacts which already exist within the CRM, who enquire again, should automatically assign to the existing record owner.

    That way we no longer need to manually reassign record ownerships to sales consultants after leads come in. This will save so much time for offices who dont rely on consultants to aquire their own leads in the sense that someone will not need to manually assign both leads and contact ownerships to their users

    3 votes
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  2. Mass action "add mailing list"

    Allow multiple mailing lists to be selected when conducting a mass action with mutliple contacts.

    Currently if you select mutliple contacts and add mailing list you can only add one mailing list at a time. Other sections of Rex (ie. within an individual contact) allows you to select multiple mailing lists so should be a simple fix to mimic the same selection type.

    2 votes
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  3. Option for lead to automatically assign to the contact record owner

    The system currently has 2 settings for assignment of leads. 1) automatically assign to the listing agent or 2) leave the lead unassigned. I would like to see a 3rd option introduced to automatically assign the lead to a contact record holder if the contact is already owned by a salesperson in the agency. If the lead contact record is not owned by anyone in the company the lead to assign to the listing agent.

    3 votes
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  4. Home open registration

    In Homepass it is possible to pre-register a buyer for a home open so they then receive reminders leading up to the open, then when at the open the agent can tick them off a registration list to check them in straight away (saving a lot of time when on site). It would be great if this could be integrated into Pocket.

    5 votes
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  5. Have the option to add BUYER MATCH from LEADS main page

    It would be great to have an option to add a buyer match from the main leads page dropdown menu whilst processing leads. Currently, you have to go into the contact to add a match alert, which when you have 20+ leads to process takes a fair amount of additional time.
    It would be even better also if when doing this the match alert pre-fills or makes suggestions of what to include in the match alert based on the listing they enquired on.

    16 votes
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  6. 3 votes
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  7. Visual Farm Area contact database/market share

    I have come from an agency that used Agentbox. It had this wonderful feature that I could look at my farm area as a map and the properties I had contacts details for were green and the ones I didn't in red. It allowed you the opportunity to visually see your area and the market share you had, this would be great if REX had something like this.

    1 vote
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  8. Leads - Allow both send email and add feedback before completing

    Currently when processing a lead there is only the option of either sending an email and complete, or add feedback and complete. The work around is doing a mail merge then processing the lead but that is clunky. Would be good if there is an option to send an email (ie. template), add feedback (so appears on vendor report) and then complete the lead.

    2 votes
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  9. Leads

    Can Leads for enquiries be automatically added to feedback without having to go in and edit the lead. This will reduce double-handling.

    1 vote
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  10. Mass Action 'ADD TRACK'

    I would like to have the ability to Add Tracks as a Mass Action to groups - for example, group all of the contacts who missed out on property - mass action FOLLOW UP 'Missed out' TRACK. All older contacts with no tags or emails - MASS ACTION - Follow up "orphan" data. Being able to group up my contacts and put them on a track for action would be a huge time saver and would enable me to work the system a little more efficiently - especially when you are working from a mixed old and new database.

    14 votes
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  11. Message from online forms

    No way to convert a message from online forms to convert and show in Rex. As an example www.bellaclyde.com.au captures a message from online leads which do not show in Rex at all - a lot of messages/comments get lost this way.

    3 votes
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  12. 'Add Track and Complete' option for Leads

    Add 'Add Track and Complete' as an option when processing Leads.

    1 vote
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  13. Ability to track leads enquiry source via a UTM code

    We would like the ability to track the enquiry source for leads via a UTM code

    1 vote
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  14. Pocket add Lead with simple process

    There needs to be a simple process for when a buyer calls an agents mobile direct for adding this to the Leads for Stepthrough. When on the go this process needs to be much smoother and quicker.

    1 vote
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  15. Leads and vendor reports not matching

    Currently the leads come in and sit waiting to be processed. Once this has been processed against the person and listing, currently the system does not recognise this as an enquiry. You then have to enter the details again under the contacts enquiry tab. If you do not do this, the vendor report does not recognise there has been an enquiry. This is double handling and taking up precious time.

    It would be more efficient for the system to see a lead as an enquiry (as this is technically what they are) That way you don't have to do the…

    12 votes
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  16. Email Trail added to Lead responses

    When replying to email leads thru REX it would be good if the clients initial REA enquiry appeared in the email body so when we reply to them they can click on the link to see the property they enquired about

    3 votes
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  17. Ability to send custom automatic replies to email enquiries/leads from REA, Domain etc

    We would like to be able to set up custom automatic replies for each listing to be sent to email enquiries/leads from online portals. During busier periods we find it hard to keep up with all the property enquiries and this would ensure everyone gets a helpful response from us instantly and then from there we can also call later on certain people who have provided a number and we would like to speak to as well as people who have asked a more specific question that wasn't answered in the automatic reply. The automatic reply is more for the…

    70 votes
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  18. Leads notifications via SMS

    Our agents have requested that they receive an SMS notification when they have been assigned a lead, rather than receive an email notification. They believe this would be a lot more practical than feeling like they need to be glued to their email waiting for their leads to come through.

    3 votes
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  19. Ability to see Leads under a Contact's or Property's "Stream" on Pocket Rex just like you can see them on a PC.

    Ability to see the Leads under a Contact's or Property's "Stream" on Pocket Rex just like you can see them on a PC amongst the notes and emails. Everything should be visible on Pocket Rex, the notes, leads, emails, all.

    3 votes
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  20. Ability for agent's EBU to filter their lead agent's enquiry through Pocket

    Most agents have a team of assistants/sales associates around them. We would like for these team members to be able to filter their lead agent's email enquiries through Pocket so they can respond to enquiry.

    4 votes
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