Rex CRM helps agencies stay on top of privacy laws by giving you full control over how you capture, store and use client data, all within one secure, easy-to-manage system. You can collect only the information you need, manage consent properly and ensure sensitive data is only visible to the right people, while automation and structured workflows reduce human error and keep processes consistent across your team.

Rex makes personalisation at scale simple by letting you segment your database with custom fields and tags, so you can group contacts by suburb, price point, motivation, or stage in their journey, then use merge templates and automated workflows to send tailored emails and SMS that pull in the right details for each person automatically. You can trigger follow-ups based on actions like enquiries or inspections, so no one slips through the cracks, and with full client history and Caller ID in Rex Mobile, every call and message is informed and relevant.

Yes, Rex CRM can automate reminders for key milestones through its workflow automation. You can create a Track with pre-set tasks, reminders and time delays, then attach it to a listing, contact or deal stage. For example, once a property is listed, Rex can automatically trigger reminders for vendor updates, buyer follow-ups, contract conditions and settlement check-ins, all scheduled at the right intervals.

Yes, Rex CRM can absolutely automate your newsletter and email marketing, helping you stay consistent without adding more to your to-do list. With features like custom templates, merge fields, custom tags and automated workflows through Tracks, you can segment your database, personalise your messaging and trigger email campaigns based on behaviour or key milestones, all while keeping everything inside one easy-to-use system.

Rex CRM helps agencies centralise all communication with buyers and sellers in one simple, easy to use system, so nothing slips through the cracks. Every call, email, SMS, note and reminder is logged against the contact or property, giving your team full visibility over every interaction and making handovers seamless. With features like Caller ID, mobile access to leads and documents, and real-time updates from the office or on the go, your team can respond faster and deliver a more personalised experience.

Rex CRM improves client follow-up by making it simple, automated and accessible wherever you are, so nothing slips through the cracks. With built-in reminders, calendar and agenda views, and mobile access to leads and contact details, you can respond faster and stay on top of every conversation, whether you’re in the office or on the go.

Rex CRM includes smart marketing automation tools that help you nurture leads, stay consistent and win more listings without adding extra admin. You can set up lead auto responders to instantly reply to enquiries, build automated Tracks to trigger follow-ups and reminders at the right time, and use custom fields and tags to segment your database for more targeted campaigns.