What's the onboard process like with Rex CRM?

Here is your 'at a glance' overview of the onboarding journey for Rex CRM.

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Rex CRM is behind some of the most successful large agencies in Australia.
Rex CRM is behind some of the most successful large agencies in Australia.
Larger agencies in Australia are choosing Rex CRM to address their distinct needs, scale relationships, and outperform competitors. With the ability to streamline large agency processes, integrate custom tech stacks through an open API, provide live dashboards for real-time insights, and allow deep customisation for tailored solutions, Rex CRM becomes a strategic tool to build success.
Rex puts your mundane tasks on auto-pilot, so you can focus on what really matters.
Rex puts your mundane tasks on auto-pilot, so you can focus on what really matters.
Rex CRM helps agencies put more on auto-pilot so agents can spend less time stuck in admin and more time face-to-face with prospects. Explore automation features.
Only 1-in-8 homeowners re-list with their selling agent? You can change this statistic for your agency.
Only 1-in-8 homeowners re-list with their selling agent? You can change this statistic for your agency.
Increase repeat business with Rex’s powerful features, including Past Buyer Tracks, on-the-spot appraisals, and Reverse Buyer Match. Reconnect with the 91% of contacts you haven’t engaged with in the last 6 months and unlock new opportunities. Book a demo with Rex and turn your ‘archived’ database into a thriving hub of potential valuations, listings, and sales.
Set yourself up for success with streamlined agency admin
Set yourself up for success with streamlined agency admin
Not just a product suite for better client experiences. Rex gives all your staff the tools they need to do their jobs, better. We’ve streamlined agency admin, so your whole business can do more with less. Find out how.

Step 1: Welcome

Your journey to success with Rex CRM begins here. Your personal onboard manager will reach out within 2 business days to be your point of contact.

Step 2: Admin

You will receive your own personalised onboard checklist, this will guide you through the set-up process. Keep an eye out for the forms we'll send you via email.

Step 3: Data submission

All data needs to be submitted to your onboard manager one week prior to your onboard. Then, we'll begin the process of checking or quoting your data spreadsheets

Step 4: Training

Once you receive your logins you'll be set to begin our training program, Rex Training! This platform will help you familiarise yourself with the product, with the added bonus of free weekly webinars each Tuesday.

Step 5: Go live

Your onboard manage will be there to assist through out the go live process. We want to ensure that you are beginning with Rex CRM is as smooth as possible.

Step 6: Ongoing support

Once you're set-up, you'll have access to ongoing assistance from our capable support team. The team are here to help you with any issues or questions you may come across.

More than 2,500 agencies trust Rex for their daily operations
Highly rated property software by Rex customers
4.7 Rating from 147 Google Reviews

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