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!
344 results found
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Display the "+" icon on the home page of Pocket
At the moment if we receive a phone call out of the office we need to make multiple clicks before we can create a note/feedback to make a record of the discussion. Having the "+" icon appear on the home page of pocket would enable quicker access.
9 votesHey everyone, we’ve just released this as of last week! You can now access the + button from almost any screen in Pocket with the new navigation. More details here: https://www.rexsoftware.com/blog/updated-rex-mobile-app-navigation
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automatic responses
Can you please have the option to Provide automatic responses to buyer enquiries? Sometimes we can hundreds of enquiries, we can simply deal with these with set templates including specific information ,
2 votesWe released our leads auto-responder last year. You can check out more about it here: https://support.rexsoftware.com/hc/en-us/articles/9268253356057-Leads-Auto-Responder
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QR codes for open homes and collecting buyer details.
It would be a great idea to integrate with QR codes for our listings, so we can have a code printed largely on entrance, the buyers can scan and enter their details and it feeds into the open home feedback for that listing.
41 votesGreat news everyone, we’ve now launched a QR code check-in experience for open homes!
You can read more on our blog: https://www.rexsoftware.com/blog/introducing-rex-qr-codes-for-contactless-self-check-in
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viewing confirmation
automatic emails sent to person viewing and owner of property when a viewing is confirmed with traffic light system as you confirm viewing with all parties
4 votesThanks for the great suggestion! We already have the ability to send confirmations to guests, but only recently have we introduced the ability to send confirmations to vendors/owners.
See our blog post for some more info: https://www.rexsoftware.com/blog/vendor-confirmations-automated
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Calendar - auto SMS attendee reminders
When entering an appointment in the Rex calendar, it would be amazing if you could just tick a little box that will send an automated SMS template to the attendees reminding them about their appointment time, say 24 hours (would be even better if this was customisable as well) before their appointment.
As real estate agents have minimal time as it is, this would greatly assist our team in regards to making sure that all appointments run smoothly and to minimise the risk of no show's.
2 votesThanks for the suggestion. This was implemented a while ago for guests, and only recently for vendors. We support the ability to send emails and text messages too.
More info at our blog here: https://www.rexsoftware.com/blog/vendor-confirmations-automated
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Option to Archive instead of Trash a Contact
When a contact is trashed, all related historical details are removed ie associated contacts, listing & properties, and the contact no longer appears in basic search results.
For continued integrity of the historical data in the CRM, it would be great if you could chose to ARCHIVE instead of Trash.
By doing this, all relevant information is still attached to the contact for historical purposes but the contact is no longer an "active" contact, they are marked as Do Not Contact and have an Archived status and tag.
This means, if you search for the trashed contact (or related historical…
3 votesThank you for the suggestion. We have added the ability to archive a contact. On the contact record screen, click the “More” dropdown and select “Archive”. See the attached screenshot.
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Please can we have the Rosie Calendar added to pocket
Hi can we have the Rosie calendar added to pocket? We can then see our appointments directly in pocket. We will be able to see contact details to call straight away if block viewings etc. Book future appointments.
1 vote -
Reminder automatically assigns to the user creating the reminder
When you Add a reminder it automatically assigns to the user creating the reminder not the record owner
3 votesThanks for the suggestion. We have altered this functionality, so now when you create a reminder, it will default to the record owner. However, the option remains to assign it to someone else with the dropdown.
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Auto assigning a match profile from Leads & ofi/inspection contacts
It would be amazing for REX to be able to auto populate a buyer match profile on to a contact when it is inputted into the system from a LEAD & OFI/Private Inspection. It should populate from the property that the buyer enquired on or inspects within $50k either side.
Other CRM systems do this and it is amazing for matching buyers quickly and saves time with the agents having to manually put a match profile on to each contact. This is a must have ASAP for agents using the system efficiently and being able to confidently tell an owner…
23 votesWe launched this feature a few months ago, and will soon be following with automated campaign creation
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Create a Reminder when entering a note
Have a tick box within adding a note section so that if you add a note when talking to someone, you can tick the box to create a reminder to call that person back if need be. Instead of double handling by creating a note then creating a reminder.
77 votesWe have added a tick box that will allow you to also create a reminder at the point of creating a note, hopefully saving you from doing double data entry. See the attached picture.
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Ability to search and find contacts by mobile numbers on country code in pocket and rex
Given the various formats that mobile numbers and landlines can be provided to agents and property managers in, its frustrating to have to search twice or more to determine if a contact is already in the system, due to the prefix formatting. This simple change could save lot of time for agents and admin staff.
7 votesWe have introduced more robust searching in the CRM, so you can search for contacts by their mobile number, regardless of their prefix. Our smart search engine treats '04' and '+614' and '614' as the same thing so the results are resilient to various formats. This functionality will also be coming to Rex Mobile's global search too in the future.
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Filter Records by Certain Track or Lack of a Track
I think its important to be able to find all contact without an up and coming reminder or track associated to them. This way you can make sure people don't slip through the cracks
41 votesYou can now search for contacts, properties and listings that have no active tracks or that have specific tracks applied.
You can use our new AI filters with a prompt like "No track applied", "Doesn't have track" or "Has {track name} applied".
You'll also find the filter in the advanced filters section of each module.
- For "no track applied" - search "Active Tracks - Track" "is empty"
- For specific track applied - search "Active Tracks - Track" "is any of" The track name
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Contacting all clients who have inspected a property borne via private inspections and open homes through bulk txt messages in pocket
I’d love to see the ability to contact all clients to inspected a property both via open homes and private inspections throughout the sales campaign in one easy text message rather than have to get to a desktop
1 voteGreat news: this is now possible thanks to the new See All Attendees for Listing view. This comes as part of our big open homes overhaul, which you can read about in the blog post: https://www.rexsoftware.com/blog/streamline-open-homes-experience/
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Sending newsletters from the assigned agent
Sending newsletters from the assigned agent instead of one person. This gives the agent the chance to respond to the feedback. How it is at the moment it would take hours and over 15 newsletters a week to create a newsletter from each individual agent.
6 votesLast week, we released the ability to send newsletters from a contact's record owner. This means any replies to the newsletter email will go straight to that agent's inbox.
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Setting reminders default to show all outstanding tasks not just todays tasks
Can we change this default setting to ensure all overdue and current reminders are present in the agent dashboard? It makes no sense to have outstanding reminders hidden as they still need to be actioned and it creates a situation where tasks are getting missed. I can see from the above request search there have been multiple users bring this issue up and the idea has always been rejected. It makes no sense at all to ignore overdue reminders, what is the point of reminders at all if you only see what is due on a given day not what…
3 votesThis is now available as part of our Simplify contract management in Rex release. You can save your view and load it as your default.
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Ability to have two active appraisals (Rental & Sale)
In REX there is only one place to input appraisals. This has proven to be an issue for properties that are having a sales and rental appraisal with the only way around this is by archiving one and then entering the other. However, this is an issue as this information feeds to be able to create documents with this information automatically being filled. However we can only do it for one and not the other. Is there a possibility that your program can allow more than one active appraisal? That way each staff member (Sales Representative and Business Development Manager)…
23 votesWe completed this functionality as part of the Appraisals Pipeline work - you can find out more here: https://www.rexsoftware.com/updates/appraisals-pipeline
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quick ad feature on home screen
Quick Ad/send feature on the Home Screen:
At the moment there is no quick ad button on the home screen that will allow me to shortcut to adding a new contact or appointment. it should be the easiest thing to access so we don't resort to just saving contacts and appointments in other apps on our phone.
2 votes -
Zapier
It would be fantastic to see a Zapier integration for Rex - the possibilities would be endless.
we'd use it to integrate with Facebook Pages to automate our organic listing content. Also to feed leads from Facebook back into Rex.
17 votesWe've had a Zapier integration for a few years now
Feel free to learn more about the integration and get started using Rex and Zapier together
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linking to outlook calendar
The Calendar feature in REX is rubbish. It would be great if REX could link to OUTLOOK CALENDAR to set meetings and appointments
9 votesThis is now achievable with our new Rex Calendar. It has full two-way sync with Outlook, Google, and more! You can read more here: https://www.rexsoftware.com/calendar
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Search for contacts by entering the Street they live in.
When searching for a contact and you can't recall their name but know the street they live in, this would make life a lot easier!
Also it helps when informing contacts loaded in REX in the immediate area of a listing to let them know a home near them is on the market.7 votes
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