Control every instruction from first call to exchange

Your next instruction is already in your database. Rex captures every interaction, tracks every valuation and structures your pipeline from prospect to completion. Full contact history. Clear deal stages. Total visibility across your sales process.

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Pipeline visibility. Built in.

Tools that structure valuations, track instructions and give full visibility from first enquiry to exchange.

Complete Contact History

Every call, email, SMS and note stored chronologically for full visibility across the client journey.

Custom Fields & Tags

Capture the data that matters to your agency and segment instantly for targeted action.

Pipeline Boards

Visual deal stages from instruction through to exchange and completion.

Appraisals & OABs

Track valuations, outcomes and win-loss ratios against local competitors.

Reverse Matching

Show vendors real buyers waiting in your database before you list.

Properties Module

Access full property history, ownership records and related contacts in seconds.

Lists & Filters

Segment contacts or properties instantly to surface opportunities faster.

Activity Stream

Live updates show property and contact activity so nothing happens without visibility.

Deal Milestones

Track key progression stages from offer to settlement with structured status controls.

Duplicate Detection

Automatically identify and merge duplicate records to protect database quality.

Ownership Controls

Assign and reassign record ownership to maintain accountability across teams.

Land Registry Data

Import sales history and ownership data directly into property records.

Relationship Mapping

Link buyers, vendors and companies to reflect real-world relationships.

Contact Compliance

Manage subscription preferences and maintain GDPR-compliant communication.

Expert training, support and onboarding.

Getting started with Rex is simple. You’re never left to figure things out on your own. Our team works alongside you to ensure a smooth rollout, fast adoption and long-term success, so your agency can start seeing value from day one.

Dedicated implementation support

Hands-on onboarding to get your campaigns live quickly and correctly.

Comprehensive training programme

Practical training for agents and teams, including how to position Reach to vendors.

Ongoing customer success management

Access to local experts who help you optimise performance as your business grows.

Migration support from existing systems

Seamless setup and integration with your current tools and data.

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Frequently Asked Questions

We've answered a few frequent questions below. Still have a question that’s not answered here?

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Rex CRM streamlines sales management by keeping your leads, listings, tasks and client communication in one simple, easy-to-use system, so you spend less time on admin and more time listing and selling. You can automate workflows, customise fields to match your process, and integrate with key tools, which cuts double handling and keeps your pipeline clean and consistent. With Rex Mobile, agents can manage deals, respond to leads and update notes on the go, so no opportunity gets missed.

Rex Sales CRM is so flexible we support one person agencies to multi-office enterprises. Trust us, we have pricing, packages and features to suit you.

See your pipeline clearly

Book a discovery call with our team to explore how Rex can structure your pipeline, surface more opportunities and help your agency win more instructions.

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