Discover Premium 4: Data and Admin Automation

Manual data entry isn’t something that real estate professionals should be spending a large majority of their time doing. Using our Zapier integration to connect your CRM with Google Sheets and record data automatically means performing mundane tasks can be efficiently taken care of.

For example, when any data is added to Rezi, it can be automatically recorded in Google Sheets and then used in other products like Google Data Studio for reporting. Traditional data entry processes like these are often time consuming, costly and often result in errors, which is why automated methods are allowing lettings and estate agents to work far more efficiently and accurately, giving you a clearer business overview.

Creating invoices can be a  tiresome, manual task and one where many estate agents would rather spend their time doing something  more profitable – like selling properties and winning instructions! Thankfully, using Rezi Premium online real estate software, you can now create Xero contacts and invoices automatically within your CRM.

Using the Rezi and Zapier integration, you can set triggers that send client details straight to Xero to populate information in invoices. You can either use our pre-build template ‘Zaps’ to do this, or simply go in to your Zapier account and create your own workflows, which are quick and easy to set up.