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 :)
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- 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!
8 results found
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Lead allocation
Our company policy is to have one salesperson service and look after a buyer and therefore it would be good to have the contact owner identifiable in the leads module when an enquiry is made. This would enable the salesperson to refer the buyer back to the contact owner. An alternative solution/development would be to have the lead automatically assigned to the contact owner.
3 votesThe new leads update includes some additional settings under Advanced Settings > Leads where you can now auto-assign listing enquiry leads that come into your agency dropbox to the Listing Agent.
Assignment to the Listing Agent was chosen over the Contact Owner because quite often an enquiry will be from a new contact and so there won't be an owner for them yet. However I've noted this down as a potential improvement to this feature!
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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 votesWe updated the leads dialog in 2022 to include the ability to do common actions right from the lead. This includes sending SMS, emails, adding feedback, reminders and notes, as well as booking appointments.
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Processing Leads - multiple options
When processing leads -
Myself and my team like to use the feature of emailing first before calling at an allocated time slot to ensure we're not sporadically getting back to enquiry throughout the day.
To ensure we are however acknowledging the enquiry as quickly as possible we send the email. As we have two agents on all listings, I believe it would be a great feature if when someone emails a lead, an icon comes up letting both parties know that the lead has been emailed and therefore the only action required is a call and for the lead…3 votesIn the latest leads update you can now see if an email has been sent to the lead — or if any of the other actions have been taken!
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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 votesWe released the leads autoresponder in 2022 which allows you to automatically respond to all enquiries from within the CRM. This is supported by customisable templates which let you include as much about the listing as you like.
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Leads to show in pocket
Leads to show in pocket app.
15 votes -
Update Portal enquiry to specific realestate.com etc
can we please add realestate.com.au, domain, homesales etc as a enquiry source option when uploading a new lead
3 votesHi Ellyse, you can already do this, see http://help.rexsoftware.com/how-do-i-add-custom-values
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The ability to search for all leads received for a period and produce a list/report.
The ability to search for all leads received into REX for a period and produce a list/report.
1 voteYou’ll be happy to hear that we already offer the functionality you just described!
Please feel free to contact our support team at support@rexsoftware.com, they’ll gladly walk you through it. -
Add client details from lead dropbox
It would be good if Rex can autofile client details from leads/enquiries. Or relocate the 'process leads' tab to the side, at least don't block the client details while editing the lead.
Thank you.
3 votesHi there,
As you’re probably already aware, this has been available for some time. If you’re unsure how to enable this, get in touch with the team at support@rexsoftware.com.au.
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