Feature Release: Valuations Pipeline

Win more instructions with our new valuations pipeline

You can now forecast at every pipeline stage and tailor to your business process with our Trello-style board.

  • Segment Your Pipeline: View your pipeline by expected close date or stage, offering flexibility in how you track and prioritise deals for better planning and forecasting.
  • Prioritise Active Opportunities & Focus on Key Deals: Concentrate on the instructions you’re most likely to win to optimise your time.
  • Engage with vendors: Keep in contact with everyone involved in your valuations pipeline.
  • Prioritise Active Opportunities: Keep your attention focused on active vendors to ensure no opportunity is missed.
  • Track Commission Forecasts: View estimated commissions by stage and expected closing date for improved financial planning..
  • Centralised Access & Streamline Workflows: All crucial information is easily accessible from a single centralised view, simplifying your process for efficiency.

Recent Updates

Drag-and-Drop Newsletter Builder

Simplify contract management in Rex

New Printable Calendar View Now Available in Rex CRM