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!

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  1. Multiple agents receiving the one lead

    Hi guys,
    Just a quick one.....is there the ability for two agents (we work as a team) to receive leads via Rex? When someone enquires on a property via online portals (realestate.com.au, domain etc) I receive an email via outlook but I don't receive it in Rex - my colleague is the only one who receives the leads for our joint listings in Rex. Therefore would love to receive leads on joint listings. Look forward to hearing from you.
    Cheers,
    Nick.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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…

    22 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  7. Entering Enquiries/Leads - How do you tell the difference between a rental & sale listing?

    Does your office have a receptionist that takes client and customer enquiries?

    Did you know... if you have a landlord that would like to try and sell his investment while it is vacant, but is also looking for a tenant at the same time, there is currently no way that you can tell the difference between the two listings in REX when entering a new enquiry / lead.

    A simple fix would be to put 'Residential Sale' or 'Residential Rental' showing beside the listing when searching for the property address in the Leads section.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  8. Assign the lead source to the new client source.

    When we add a new lead and create a new client, it would be good to have the option to assign the lead source type to the new client source type at the same time automatically.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  10. The ability to navigate to contacts related to listings via a lead OR feedback

    at the moment there's no way to get to contacts who have only submitted a lead making future follow up (particularly in the context of similar listings) difficult, we need to be able to have a report that brings up everyone that has either inquired or inspected regardless of whether feedback has been entered.

    5 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    6 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
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