Merge Templates: Introduction

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

Rex lets you send template correspondence to tens, or hundreds, of Contacts at a time. When sending a merge, you can pick an existing template from the merge template library or quickly create a custom template on the fly.

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.