Over the past quarter, RealNex has released a handful of quality-of-life updates with new features, and enhancements!
Click to expand each section below to learn more about each change and how it can improve your workflow!
- Right click any image/GIF then click "Open image in new tab" to see it enlarged!
* RealCampaign Email Automations
Time-Based Campaigns:
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Level up your existing RealCampaigns by scheduling them in automated sequences
- Send follow ups, reminders, or market updates at set time intervals without lifting a finger – click here to learn how
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Level up your existing RealCampaigns by scheduling them in automated sequences
* Ease-of-Use Enhancements
Cleaner Financial Analysis:
- Financial Analysis in MarketEdge has been condensed under a single “Analysis” tab
Easier New Contact Address Input:
- Need to Link a Contact to a Company, but found it confusing? Not anymore! Linked Companies and Address Management has gotten much easier!
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Paste Images Instantly:
- No more downloading—just copy an image and paste it directly into the CRM record
Quick Ownership Updates:
- Update Property Owners from List View with the new Linked Owner field
* Project & Property Enhancements
Default Project Participants:
- Save time in your workflow by assigning Default Commission Participants whenever you add a new Project:
- A New Project Showing Default Commission Participants
Parcel Numbers in Tile View:
- If available, Parcel # is available in from a Property's tile
Street View Integration:
- Click the new button next to any address to pull up Google Street View
* Data Imports
Enhanced Contact Import Wizard:
- Add up to 3 alternate emails & phone numbers per contact
- Alt Email 1, 2, 3 and Alt Phone 1, 2, 3 are available to Import, per Contact
Enhanced Data Imports on imports.realnex.com
- Assign imports to specific accounts, teams, or groups—even create new groups on the fly (if permitted).
- File Validation: Catch and fix errors before finalizing imports
- Normalize your data imports to ensure consistency throughout your database
* Small Tweaks, Big Impact (CRM)
New Columns in Dashboard:
- Add Participants and Created Date to Events and History views
- Add Participants and Created Date to the Events tab in Dashboard
- Add Created Date to the History tab in Dashboard
Defaulting to Property Photo:
- If a Space, Sale, or Lease Comp record has no image, the primary Property photo will now display (if linked to said Property record)
Better Filtering:
- Filter by Events and/or History right from the field selection dropdown
- Search Companies and their linked Contacts in one filter for full activity tracking