Medium-sized agencies, time to scale with momentum.
There’s nothing ‘mid’ about medium-sized. It’s the point where brand, ambition and scale converge – and where performance infrastructure becomes essential. Rex gives you the structure to scale without slowing down, helping you standardise your operations, improve adoption and gain the visibility you need to manage performance and grow strategically. Compete with enterprise players, without enterprise complexity or cost.

Why medium agency growth is easier with Rex
Rex helps you streamline processes, unify your digital touchpoints and unlock better reporting so you can differentiate in competitive markets, grow your team, and keep service quality consistent as you scale.
Challenge
Activity is growing faster than the systems
Solution
A central CRM tracks listings, leads and communications — giving directors oversight and agents clarity.
Challenge
Low adoption and weak follow-up discipline
Solution
Templates and automations make best-practice follow-up the default, without extra admin.
Challenge
Too many tools and too much admin
Solution
API, Zapier and built-in marketing tools reduce subscription sprawl and streamline how the agency works.
Challenge
Directors shifting into strategic leadership
Solution
Pipeline reporting and activity visibility give leadership control without micro-management.
Challenge
Brand consistency is hit-or-miss online
Solution
Centralised marketing and templates help your agency present confidently across every digital touchpoint.
Challenge
Onboarding new agents without slowing down
Solution
Standardised workflows make it easier to train, onboard and scale your team as you grow.
Core features for medium agencies
Rex helps agencies professionalise their operations, improve agent performance and establish the processes required for long-term scale.
Automated Follow-Ups & Workflows
Ensure agents stay accountable and leads are nurtured consistently, boosting conversion without extra admin overhead or complex manual tracking.
Performance Reporting & Visibility
Monitor performance and activity through built-in reporting for agents, listings and campaigns, helping directors make more informed growth and coaching decisions.
Lead Capture & Management
Consolidate enquiries across channels and route them automatically into your CRM for fast action, better attribution and fewer missed opportunities at scale.
Template Management
Create repeatable best practice for prospecting, listing and client service, so quality remains high and consistent as your team expands and evolves.
Integrations & Tech Stack Alignment
Connect Rex to your business tools via open API and Zapier connections to streamline workflows, eliminate double handling and reduce subscription fatigue.
Brand & Campaign Consistency
Maintain a stronger digital brand presence through integrated email campaigns, brochures, newsletters and vendor communications that elevate your agency’s professionalism.
Vendor Reporting & Updates
Keep vendors informed with branded updates and activity reporting that build trust, reduce uncertainty and strengthen confidence throughout the campaign lifecycle.
Help, Support & Training
Access onboarding, documentation and responsive support to drive adoption, reduce switching friction and help your team get value from Rex faster.
Mobile Productivity
Arm agents with the tools to follow up buyers, log inspections and update clients from anywhere, increasing responsiveness and reducing delays.
How medium agencies are growing with Rex

Pricing that grows with you
Rex pricing is designed to support agencies moving from founder-led operations to structured growth. Start with the modules you need today, then scale your investment as your team, listings and marketing ambitions expand – without the complexity or cost of enterprise systems.
Designed for mid-stage growth
Aligning with your commercial model and future growth plans.
ROI-focused
Increase usage, reduce subscription bloat, and leverage automation.
Transparent pricing
No hidden fees, unnecessary modules or inflated annual uplifts.
Tool consolidation
Replace overlapping subscriptions with one connected platform.
Expert training, support and onboarding.
Switching systems can feel risky for a growing agency. With Rex, onboarding is structured around adoption, uptime and data integrity – so your team embraces the change quickly and the business keeps moving forward.
Guided implementation
Reduce downtime, disruption and data loss risk with a structured rollout designed for growing teams.
Training for every role
Directors, agents and admins trained to the workflows they actually use, increasing confidence and accountability.
Adoption-led approach
Designed to drive usage, not just deployment — because ROI only happens when everyone uses the system.
Customer success included
Local experts help optimise usage as your agency evolves so Rex keeps supporting growth, not slowing it down.
Migration & consolidation support
Migrate data cleanly and consolidate tools to reduce subscription fatigue and simplify your ecosystem.

There's no comparison. But here's one anyway.
Medium agencies require more than basic CRM functionality. You need structure, follow-up, brand consistency and visibility – without the overhead and complexity of enterprise software. Rex gives you the infrastructure to grow strategically.
Frequently Asked Questions
We've answered a few frequent questions below. Still have a question that’s not answered here?
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 strong fit for independent real estate agencies. It is built to be simple to pick up, flexible to your way of working, and scalable as you grow. Independent agencies can get up and running quickly without a big IT lift, while still having access to powerful customisation, automation and reporting as the business matures. Rex helps smaller teams stay organised, follow up consistently, and focus on winning listings rather than managing clunky systems. You also get local, industry-experienced support to make sure you are using the CRM properly and getting real value from it, not just logging data.
Rex Software stands out for agency-wide automation because it is built to automate processes across the whole business, not just for individual agents. Where many CRMs rely on rigid workflows or third-party tools, Rex gives agencies flexible automation that adapts to how they already work. Using tools like Tracks, custom fields and tags, and open API integrations, agencies can automate follow-ups, compliance steps, prospecting workflows, marketing activity, and internal processes in one connected system. This means less manual admin, more consistent service delivery, and better visibility across teams and offices.
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See how medium sized agencies can be supercharged with Rex
Book a demo with our expert team to understand your current challenges, your goals and how Rex can support your business growth journey.




