Quickly send emails, SMS messages and letters via the global [+] button
Quick-send functionality allows you to rapidly create one-off messages to prospects and clients. You can write a simple custom message, or choose to use an existing mail merge template. Anything you send via quick-send is automatically filed against the related Contact or Property Record.
Task driven merge (templates)
Individual tasks within Tracks can be attached to SMS, Email, and Letter Templates. Having your templates attached makes for extremely rapid-fire follow-ups and increased efficiency.
Mass merge via the email merge wizard
The Rex CRM steps you through the sending process. Following send, you'll be shown a list of any records that failed to receive correspondence (and the reason for the failure). These can be shown in a filtered list for data cleaning, or to follow-up via an alternative method of contact.
Take a look at our Rex University Training video about Merge Templates for more information; The course you'll be looking for is Number 4 - Customising Your Client Interactions.
Help content available in this module:
Adding links to email Templates
Adding attachments to an Email Merge