Prospecting, Merge & Follow-Up

Mail Merge

Send personalised emails to one or one thousand clients at once

Mail merge is an effective way of putting your data to work. Rex’s mail merge templates automatically insert key data points so every client feels as though you’re speaking to them personally. Coupled with smart scheduling technology, this functionality makes best practice, personalised follow-up as simple as possible.

Rapid-fire emails, SMS messages and letters

Individual tasks within tracks can be attached to SMS, email and letter templates for unbelievable efficiency gains. It’s like putting your correspondence on autopilot. Time for that warm lead’s three month touch point? Send an email in a single click.

Send correspondence to tens or hundreds of contacts at once

Communicating with your database through Rex is simple. Either select a template or create a custom message on the fly, and send a targeted mail merge to your contacts.

Rex will alert you if any contact failed to receive your message, so you can follow-up via an alternative contact method.

Schedule your SMSes and emails in advance

Simply tell Rex when you want your messages to be sent, and the system will take care of the rest – automatically sending your SMS and email messages at exactly the right time. This is a useful way to remind tenants of an inspection, and vendors of key dates and appointments.

See Mail Merge in action

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