Rex offers a Projects Add-On for offices dealing with project marketing and sales. The Projects Add-On allows you to easily manage all your projects from the one system; using functionality you’re already familiar with - and without splitting your database in two.
Because many of the key concepts and much of the functionality within the core Rex CRM are used in the Projects Add-On, knowledge of Rex’s core functionality is essential. We recommend watching our training webinars before you get started to ensure you're getting the most out of the Projects Add-On and Rex in general.
Take a look at our learning materials for Projects in the Advanced Feature Training section in our Rex Training (LMS) - Video Training Course.
To access the Projects Add-On in Rex, from the left side menu, go to Listings > All Projects
