Lead Management

Rex can pull enquiries straight from a portal or your own website and enter them into your ‘Leads enquiry log’. Other enquiries – such as phone calls – can be manually entered. From here, you have a consolidated backlog of leads to follow up within your Rex account.

Because your leads are coming into the one exclusive inbox, you’ll never lose them or need to search through all your other emails again. Plus, because all your leads and follow-up reminders are in front of you at all times – nothing slips through the cracks.

Each agent’s leads will be stored within their own leads backlog, keeping them on track with their enquiries.

However, users with the appropriate privileges can see an overview of the entire agency’s enquiries, how many leads individual sales staff have on the go, and how far along they are with follow-up. This allows for great transparency, and gives senior admin users a clear view of productivity and conversion.

Rex is packed with step-through actions that semi-automate your enquiry management process, simplifying the tedious admin so you can focus on the follow-up.