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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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44 results found

  1. 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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    2 comments  ·  Leads  ·  Admin →
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  2. 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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    0 comments  ·  Leads  ·  Admin →
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  3. 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.

    5 votes
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    0 comments  ·  Leads  ·  Admin →
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  4. 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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    1 comment  ·  Leads  ·  Admin →
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  5. 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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    0 comments  ·  Leads  ·  Admin →
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  6. Add/Integrate REX to Facebook Leads

    Lead ads are the best way to run lead generation campaigns on Facebook and Instagram. Lead ads let people show their interest in a product or service by filling out a form in the ad with their details and allowing a business to follow up with them.

    we would like REX to be on the panel of CRM's that Facebook can link to so these leads come through automatically into REX.

    32 votes
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  7. Linking the Lead to the Listing via Stepthrough

    When you do a step through from the leads section and you want to email a contact, it should link the lead to the listing automatically so you don't have to enter the address, then the subject heading, then the email body. The less an agent has to enter the easier it is to get them to use it :)

    6 votes
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    2 comments  ·  Leads  ·  Admin →
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  8. Ability to assign leads to an agent at the listing level

    Could we please have the ability to choose which agent receives the leads from the listing page?

    Currently we like the 2nd agent to process the leads for most listings but are having to manually reassign leads and change contact ownership as the leads come in.

    At times this can be very inefficient if the 1st agent is not sitting at the computer to do this straight away as the leads come in.

    The second agent role is not always a PA designated to an individual agent or part of a consistent sales team within the company so having a…

    3 votes
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    1 comment  ·  Leads  ·  Admin →
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  9. Print off notes that are added to a company/property/contact

    I would like to see if there is a print option where someone puts a note in and we can automatically print that note which then we can keep a hard copy in a file instead of having to remember wherethe last note/phone call was made & for what company and what property.

    It would be a great option to have and will work very good.

    26 votes
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    0 comments  ·  Leads  ·  Admin →
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  10. Automatically add Leads to one or more Newsletters

    It would be great for auto-parsed leads to be assigned to one or more newsletters automatically. It is a small job, but one that would complete our data entry loop nicely.

    Perhaps specific newsletters could be assigned dependent on the source of the lead, which is beyond our scope at present but could be utilised in the future as well.

    4 votes
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    1 comment  ·  Leads  ·  Admin →
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  11. Forecast list for upcoming listings

    On the property page it would be great if there was a simple drop down box with months and years to put the property on a listing forecast list. eg. Oct 2017. The ability to easily pull this list would be great as well. Currently I use an excel spread sheet and it is a hassle maintaining it.

    6 votes
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    1 comment  ·  Leads  ·  Admin →
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  12. Automatically tag Leads

    Auto tag all 'leads' the same way the Homepass Integration works in Rex

    16 votes
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    4 comments  ·  Leads  ·  Admin →
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  13. Lead Dropbox - Auto Parsing / Processing (Specific Permissions Set)

    We and many offices use permission settings whereby agents can only see their owned contact records and duplicates are created.

    It would be great if Auto-parsing with Leads Dropbox would add a contact record only if it is owned by the agent.

    Secondly, see picture attached, there should be info available in grey next to name when reviewing what contact record you need to select including:
    -agent that owns record.

    Thirdly, in the event that you need to manually create a record, I agree with this:
    https://rexsoftware.uservoice.com/forums/170987-feature-requests/suggestions/9901626-add-client-details-from-lead-dropbox
    There should be a way to auto-fill Name/Email/Phone or be able to see/copy…

    21 votes
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    0 comments  ·  Leads  ·  Admin →
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  14. View & Process Multiple Leads through Stepthrough

    It would be great to see the option of selecting & viewing multiple leads through the stepthrough as you can with reminders. This would quicken the admin time spent as feedback for Vendor Reports, mailing lists, match profiles etc are usually added for each enquiry.

    19 votes
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    2 comments  ·  Leads  ·  Admin →
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  15. Leads step-through - a prompt for tags?

    When using the leads stepthrough, there is is no prompt for the adding of tags. This means we have to go back into the contact after we're done with the stepthrough and then add tags. Having 'add a tag' as a step in the process would streamline things and help us manage our clients more effectively.

    8 votes
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  16. Leads - automated processing

    When a lead comes through, and after completing the detail steps. It would be handy for the general information added by the interested party to be taken straight into the feedback details. so you are not copy and pasting all the feedback information.

    18 votes
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    1 comment  ·  Leads  ·  Admin →
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  17. Ability to create additional Stream tabs

    At the moment we only have 3 tabs on the streamline:
    Stream | Reminders | Feedback
    Could we have the ability to create additional tabs (just like we're able to do for listings, properties, contacts, projects etc), so that we can have a more detailed stream?

    For example if I create a new custom tab for a listing, I can name it and add in a field, select the type - which could be select box, check box, date or number etc.
    If we had options like these to work with but with regards to leads that would incredibly helpful!…

    3 votes
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  18. Make "source" field optional in leads, so they can be processed quicker

    we tend not to use the source field for enquiries that much,and it's VERY frustrating that for Every. Single. Lead. I have to click "edit details" then select the source, then click save, THEN process the lead....

    The source is great if you're interested in tracking those things, but if not, its a highly annoying set of steps to go through when processing every single enquiry. Other than for statistical purposes and reporting, I don't see why the source field is a required field in order for me to reply to the lead....

    1 vote
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  19. More detail on each lead in leads summary page to show the property the lead is for and all info on enquiry

    If the same amount of info that shows in an email from Rex, REA or domain could be shown in the summary section of the leads page, an agent could prioritise which lead they address first, or even if its been dealt with on mobile already (in email until pocket gets leads added).
    We realise its only one tap / click to get into the detail on step though, but when you’re dealing with dozens at a time and have more than one staff member checking them, the more you can get without an extra click, the more work that…

    1 vote
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    1 comment  ·  Leads  ·  Admin →
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  20. Notification When Clients are reassigned between agents

    We assign our leads out on a rotation system. To do this the leads all get assigned to one staff member, tracks added, emails sent, then reallocated to the acting agent. When these leads are relocated we do not receive any notifications between agents.
    A simple notification saying "a lead was just allocated to you by x user" would prove to be very handy.

    1 vote
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