Overview
AI Prospecting takes the guesswork out of your day. Instead of staring down thousands of contacts with no idea where to start, you get a focused, daily ranked list of the contacts most worth calling, built automatically from the signals already in your Rex CRM.
Whether you're a new agent or a seasoned pro, AI Prospecting helps you show up to every call prepared, consistent, and confident.
What Is AI Prospecting?
AI Prospecting analyses your Rex CRM data and surfaces a personalised shortlist of contacts ranked by how relevant and timely they are for you to reach out to today. For each contact on the list, you'll see:
- Why they're on the list, the specific signals that made them worth calling today
- What to say, tailored talking points based on the contact's situation, not a generic script
- Recent activity, context from their history so you're never walking in cold
From the same screen, you can log calls, set reminders, send follow-ups, and dismiss contacts, with no switching between tabs or tools required.
The more you engage with the list, logging outcomes and dismissing contacts with reasons, the smarter and more relevant it becomes over time.
Why It Matters
- Start every day with clarity. No more opening Rex to 2,000 contacts and not knowing where to begin. Your list is ready and prioritised.
- Every call is prepared. Talking points are tailored to each contact's situation, so conversations feel natural and relevant.
- Uncover contacts you'd have missed. AI Prospecting surfaces dormant leads, subtle engagement signals, and anniversary opportunities that are easy to overlook manually.
- Level the playing field for new agents. New team members can prospect with the same effectiveness as experienced agents from day one.
- Build the habit that wins listings. Consistent daily prospecting is what drives results, and AI Prospecting makes that consistency effortless.
Where to Find AI Prospecting
- Open Rex CRM
- Click Prospecting in the left-hand navigation
That's it, your ranked list will be ready and waiting.