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Save Time With AI | Rex Essentials #08

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Apr 20, 2026
29:31

Rex CRM has three powerful AI features built right in — and once you know how to use them, they'll save you hours every week. In this session, Customer Success Manager Natasha walks through each one, showing you exactly how to put them to work in your day-to-day. 🔑 What we cover: - AI Filters — search your database using plain English across contacts, properties, and listings - Saving and sharing filters for your whole team to use - Finding contacts without phone numbers or email addresses for a quick database cleanup - Filtering for current appraisals, archived appraisals, and draft listings - Spotting published listings with portal upload errors - AI Email & SMS Drafting — generate vendor updates, open home follow-ups, and buyer comms in seconds - Adjusting tone, length, and audience before sending - How merge tags pull through contact names automatically - Sending bulk follow-up emails straight from Buyer Mode after an open home - AI Listing Ad Generator — create marketing copy from your listing record with one click - Refining, shortening, and adjusting the tone of generated ad copy before it goes to portals 📌 Rex Essentials is a free 12-week training series designed to help real estate professionals get the most out of Rex CRM. New sessions drop weekly. 👉 Book a free demo of Rex https://www.rexsoftware.com/demo 🔗 Useful links: Rex website: https://www.rexsoftware.com Register for Rex Essentials: https://events.zoom.us/ev/AhnQFrXYme0FFJBdCra3q3j87dqdBLsF3Ohjzpz9qCaDJLJAeOoL~AqkIZdCpzOZ20nlTgDF5LuNkHJGgJNJnN16eFZ6JoaCMMyUc5LK36tUn6A 📲 Follow Rex: LinkedIn: / rex-software https://www.linkedin.com/company/rex-software/

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Save Time With AI | Rex Essentials #08 | NatokHD