This article provides an overview of how our CRM can streamline your daily operations, empower your outreach, and help you nurture leads more effectively.
1. Introduction
REable CRM is a simple yet comprehensive tool designed to integrate seamlessly into your daily workflow. It helps you effortlessly manage your contact list, launch targeted email and SMS campaigns, and warm up leads using advanced AI-driven features to automate follow-ups via email, text, and phone calls.
You may currently be using other tools and platforms for your CRM needs, and that is perfectly fine. Consider REable CRM as a flexible alternative that you can use on your own terms. We offer a free trial and complimentary credits so you can test out the service, compare features, and evaluate pricing before making any final decisions.
We are also happy to book a personalized demo session to show you how REable CRM can streamline your daily workflow and lift a heavy workload off your shoulders. You can schedule a 30-minute private 1-on-1 demo session by clicking the link below.
2. Plan Access & Availability
Depending on your current membership level or your brokerage affiliation, your access and features vary as follows:
Premium Plans & Above: The basic version of the CRM is included in all Premium and higher tiers.
Free Plan Users: If you are still using the Hub Complementary plan, you may not be able to utilize the CRM to its full potential, though some limited features remain available for you to test out.
Partner Brokerages: If your brokerage is partnered with us, you get access to our core CRM base regardless of your membership level. This allows you to set up, manage contacts, and send email campaigns right away, subject to the specific terms of your current plan.
Content Integration: You can easily pull different platform-generated content—such as social media assets or newsletters—and broadcast them directly through the CRM to your contacts.
3. Unlocking Advanced Features with Platinum Membership
To get the most out of your CRM, unlock higher email and text messaging volumes, and deploy our powerful AI engine to nurture leads, jump-start conversations, and deliver actively engaged prospects straight to you, upgrading to Platinum is necessary. You can compare all plans and benefits here.
Please note that all Premium Plus features remain fully accessible for Platinum members as well.
4. Flexible Usage & Add-Ons
If your current limits do not meet your volume requirements for sending out the Emails and Text messages, you can top up instantly by purchasing usage-based add-ons at any time. These add-ons do not expire monthly; as long as your membership remains active, your credits stay safe in your account until you use them completely.
5. Troubleshooting & Support Assistance
Error Messages During Setup: If you face any error message during setup, first check the compare plan table to make sure your current plan supports the feature you are trying to use. If you are sure about that and are still unable to activate the feature, reach out to our customer service through online chat or email so we can help.
Concierge Setup Service: Kindly note that our CRM is designed to be a self-service tool. However, if you need assistance setting it up with our tech team, simply log in to your hub, head to the concierge page, and submit a request for "I need help to setup my CRM." A ticket will then be assigned to our associates, and we will be happy to help.
Please note that this service is subject to a fee, and our associate will discuss the cost with you through the ticket after you submit your request.