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 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 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.