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 :)
Happy voting!
54 results found
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Lead Dropbox - Auto Parsing / setting default mailing list, match profiles & tags
When a lead (contact) auto-parses into the database from lead drop box (REA or Domain), we should be able to select in settings the tags & mailing lists that would automatically be added to each automatic contact entry. This would happen by default.
It should also add their match profile based on the enquiry eg: suburb, price range, type of property & whether for rent & sale profile.
3 votes -
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 -
Prospecting: Categorising contacts at OFI (Investor or Owner Occupier)
When you are checking in an attendee for an open inspection, you are able to categorise them via the pocket app. For example Investor or Owner Occupier, or something customisable.
3 votes -
3 votes
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Auto Viewing Follow up email
Email set up to auto send 12/24 or 48hours after you have completed a viewing to the contact in the system. I know you can set a this up but to remind you to send an email, it would be great it it just did this automatically without any human intervention.
3 votes -
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 -
Our main thing is that we don’t know if the auto response was received because it says auto-response sent but when I sent it to myself it di
requesting a feature to CC the agent into a properties Auto-response in the leads section. I have set up auto-response for properties and some of them don't reach the clients. If we were able to CC the agent in, we can ensure that the potential buyer/tenant has all the information they need. And if it didn't come through, we won't miss out on any potential client.
3 votes -
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 -
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 -
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 -
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 -
Pocket App Enhancement – Suburb Name Inclusion - buyer/seller leads
I wanted to see if it’s possible to update the Pocket App to include suburb names in addition to postcodes.
When registering attendees at open homes (OFIs), we currently collect postcodes. However, being in a regional area with only three postcodes covering a population of around 80,000—and many different suburbs—it limits our ability to accurately identify where our buyers are coming from. Having the suburb information would give us much more insight and assist in identifying potential seller leads.3 votes -
Lead Auto Response - Add Text Message Follow Up (As Well As Email Response)
The idea of this feature would be to insure the person enquiring knows they've received an auto response email regarding the property they've enquired about. A large number of people are missing the auto-responses as the email is sitting in their junk/spam/other folders. This in some cases as caused frustration that they never heard back.
Idea being that the auto response goes out so does a text with something similar to the below response via text/.
Example of text could be a simple as " Hi Thank You, for your enquiry on X property we've sent you though some key…
3 votes -
Lead Types increased
Currently we have General, Appraisal, Enquiry. To build a good database to see what buyers are interested in it would be a great idea to add CLICKS. So this is not an actual enquiry but it shows interest in a particular property by clicking on newsletter images etc. This will then allow us to build a profile of what buyers are possibly really interested in by their actual actions.
3 votes -
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 -
'Add Track and Complete' option for Leads
Add 'Add Track and Complete' as an option when processing Leads.
1 vote -
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 -
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 -
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 -
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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