Getting started with Rezi –
You’re making the right decision!
We provide insight on the onboarding journey for agents moving to Rezi as their estate agency CRM software provider.
What to expect when you go live with Rezi estate agency software
Rezi sales, lettings and property management software
Our specially designed Rezi Packages will be discussed as part of your demo and a recommendation will be given for the best package to suit your agency needs. From new start-up to enterprise we have you covered:
How the sales and lettings introductory demo works
With businesses now returning to normal post-pandemic we offer both virtual and physical introductory demos to explore our software. We understand that moving software can be both exciting and daunting at the same time. Our in depth demos are designed to cover the areas that you will be using the most.
Prior to your meeting our friendly advisors will tailor the demo to the specific needs of your business and answer any questions that you or your team might have. It is a good idea to come prepared to the demo with a list of questions that you may have about getting started with Rezi.
What makes Rezi estate agent software stand out from the competition?
- Open API & Cloud-based
- Multi user licence
- Live diary and email sync
- Zapier automation & access to 1000s of third party integrations
- Custom user friendly dashboards
- Structured onboarding including data migration with history
- 24/7 white label online client portal in Rezi Anytime
- Built-in video conferencing for virtual viewings and meetings
Migrate your data with confidence
Setup and team training days that work around you
Whilst you’re onboarding with us you’ll be assigned to one of our technical account managers who will help you with the transition over to Rezi. Your account manager will be on hand to ensure that the setup, migration, training and development process for your agency runs as smoothly as possible. They will be your main point of contact during this time.
In order to get the best out of Rezi sales and lettings software, you and your team will be invited to multiple training sessions dedicated to getting your agency up and running with the latest technology on the market.
If you are thinking of upgrading to our Rezi Premium package, we will also complete an interactive demo where you can explore how your business will benefit from services such as Zapier, Sprift, Rezi Meet and much more.
Webinar sessions
We care about your success, that’s why we offer continued support...
We run monthly free live and on demand webinar sessions where our expert trainers share how to get the most out of our software. Each 30 minute and 1 hour session is available to all your staff members.
This is a great opportunity to discover more great benefits of using key areas of our software. There is always a live Q&A session at the end of every live demo completed where our trainer will answer any questions that you may have.
View our free on-demand and upcoming webinars.
Help is available 24/7 with our Knowledge Base centre
FAQs when moving to a new estate agency software provider
- Would it be better to manually enter my data?
- How long will it take to get up and running?
- Will I need to clean my data?
- How much will it cost?
- How accurate will my data be?
- When should I give notice to my provider?
- How do I ensure compliance with GDPR rules?
- How long should I hold personal data?
