Yes. Rex CRM supports advanced customisation so agencies can run their business their way, with tools like custom fields and tags, custom reports, automated workflows, personalised templates, and flexible branding. With an open API and Zapier integrations, Rex can connect with other systems and adapt as your agency grows, making it a future-proof CRM that fits your processes instead of forcing you to change how you work.

Yes. Rex CRM includes built-in email and newsletter capability, allowing agencies to create and send email campaigns and newsletters directly from the CRM. You can use your existing database, segment contacts, personalise messages, and track engagement, all in one place.

Yes. Rex CRM is built to help agents stay on top of their day without things slipping through the cracks. Agents can manage appointments, tasks, reminders and follow-ups all in one place, with everything flowing into their agenda so they can clearly see what’s coming up. Tasks can be linked to contacts, listings and deals, making it easy to stay organised and accountable. With the Rex Mobile app, agents can check their schedule, update tasks and add notes while out on the road, not just when they’re back at the office. This helps agents stay productive, responsive and in control of their day, wherever they’re working.

Yes, Rex CRM does support lead scoring and prioritisation, just not in a rigid, black box way. Instead of forcing a one size fits all score, Rex gives agencies flexible tools to prioritise the right leads based on how they actually work. Using custom fields, tags, reminders, Tracks and reporting, you can clearly identify hot prospects, track engagement, and focus your time on people most likely to list. This keeps things simple, visible, and practical for agents in the real world. Because Rex is built to adapt to your process, agencies can create their own version of lead prioritisation without unnecessary complexity, which helps teams move faster and stay consistent.

Yes. Rex CRM offers integrated marketing tools, including a built-in newsletter builder and Rex Reach, its integrated marketing solution. The newsletter builder lets agencies easily create and send branded email newsletters directly from the CRM, using their existing contacts and data. Rex Reach works alongside this by helping agents stay in front of the right people at the right time, using smart targeting and automated campaigns that are connected to your database. Because it’s all built into Rex CRM, marketing stays simple, consistent and easy to track without needing extra systems or manual work.

Yes. Rex CRM can manage client follow-up in real estate by combining contact and lead management with automated reminders, tasks, and structured follow-up workflows (tracks). It stores all communication history in one place, lets agents schedule and receive follow-up reminders, automate emails and SMS using templates, trigger follow-ups after events like inspections or meetings, and send property match alerts to keep clients engaged, all accessible from desktop or mobile so no enquiry or relationship is missed.

Yes. Rex CRM helps agencies distribute listings to third-party portals easily. Listings entered once in Rex can be fed directly to major property portals through native integrations, cutting down double handling and reducing errors. This means your listings go live faster, stay accurate, and your team spends less time managing uploads and more time winning business.

Yes. Rex Software provides structured onboarding for entire agency teams, not just individual users. New agencies are supported by a dedicated onboarding team who guide everyone through setup and day-to-day use. The process focuses on the core workflows agents and admins need, so teams can get productive quickly without a steep learning curve. Rex also provides guided learning programs designed to have users fully operational quickly. This makes it easy to roll Rex out consistently across the whole office and get strong staff buy-in from day one.

Yes, Rex CRM is a very strong option for real estate franchise networks. Rex is built to support scale without forcing every office to work the same way. Franchise groups can set consistent standards across the network, while still giving individual offices and agents the flexibility to run their day-to-day their own way. Custom fields, tags, reporting and workflows make it easy to align with franchise requirements without slowing people down. Multi-office structures, shared data visibility and permissions also help head office keep oversight without micromanaging.

Yes, you can run multi-office operations using Rex CRM. Rex is built to support agencies with multiple offices under one system. You can manage separate offices, teams and users while still keeping a single, shared database across the business. This makes it easy to maintain consistency, visibility and control without creating data silos.Each office may have its own permissions, reporting and workflows, while head office can still see performance across the entire group. Because Rex is highly customisable, you can also tailor processes, fields and automation to suit how each office operates, without losing standardisation where it matters. As your business grows, Rex scales with you rather than forcing you to change systems.

For large agency networks, Rex CRM stacks up strongly because it is built to scale without becoming rigid or hard to use. Where many enterprise CRMs become complex and slow to adopt across big teams, Rex keeps things simple for agents while giving head office the control and flexibility they need. It supports consistent processes across multiple offices, while still allowing customisation for brands, teams, and regions through custom fields, tags, workflows, reporting and an open API. Rex also performs well in large networks because onboarding and adoption are faster. New offices and agents can be brought live quickly using guided onboarding and local support, which helps avoid the common problem of CRMs that are powerful but underused.

Often a CRM will just be a data depository of vendors and sellers contact details. Estate agency CRMs then add in the functionality to support portal uploads.  The big win comes when the software is focused on delivering communication and feedback with clients, over extended periods of time.

While the results of market activity this year are still to come in, we’re still pretty confident that here in the UK, the likelihood of someone buying a property, and then going on to sell that property with the same agency, is about 12% - roughly 1 in 8. What that means is 7 out of 8 of those recent sales will look to other agencies when the time comes to find their next property.

That’s a pretty sobering stat. While we don’t have the data to support the reason’s behind this number, it’s likely to be a clear cut case of agency amnesia - they simply don’t remember you, and that’s probably because you haven’t communicated with them. 

Visibility of neglected accounts is something you want from your CRM.  But more importantly, avoiding the concept of these neglected accounts altogether should be the key to your next CRM decision. With Rex features like Custom Fields and Tracks, agencies are able to set up ‘always-on’ communications, like anniversary SMS, seasonal newsletters (spring garden maintenance tips anyone?) and market summary emails.

All the evidence shows that consistent, on-brand communications to your database will keep you top of mind and ensure that when the time is right, you are the first agency contacted for a valuation.