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Tags

Best practice for using Tags functionality

Tags allow you to segment your database into more targeted groups, for more personalised communication and clearer contact organisation. So your messages always reach the right people at the right time.

Learn more

An introduction to Tags

Tags allow you to segment your database into more targeted groups. Ideal for when you are looking to communicate with groups of people. Tagging your database is a great way to ensure the message you're sending is hitting the right people. This video will give you an introduction to Tags and show you how to add tags in Rex CRM.
What are Tags?

Using Tags

Filtering contacts, properties and listings via custom tags makes it easier for sales teams to more effectively and efficiently focus their efforts on a specific segment of customers, and track specialised information. It’s easy to find whatever you need – no matter how large your database. In this session, Kev will show you the best practice for using tags.
Custom fields & Tags

Consistency across your agency

Rex CRM gives you the option to create System Tags, so that all users in your account tag their data the same way. This keeps your data clean and allows management visibility across contacts.
Adding Tags

Leading Sydney agency shares why Tags are the most important part of their CRM.

It’s important that your technology solution works for you, and that it’s flexible enough to allow you to run your business the way you want. Tags are one of the Rex CRM features BresicWhitney is using to create a customer-focused real estate journey in order to effectively manage relationships.

“Tags are crucial to us, the most important part of Rex we use.”
“Tags are important as it clearly shows at a very high level how that customer has been interacting with us... as a real estate practitioner, you see exactly who that person is, and even better than that, you can in a filer everyone who looks like that customer.”

Watch Will talk about the impact Tags had for BresicWhitney

Leading Sydney agency shares why Tags are the most important part of their CRM.

It’s important that your technology solution works for you, and that it’s flexible enough to allow you to run your business the way you want. Tags are one of the Rex CRM features BresicWhitney is using to create a customer-focused real estate journey in order to effectively manage relationships.

“Tags are crucial to us, the most important part of Rex we use.”
“Tags are important as it clearly shows at a very high level how that customer has been interacting with us... as a real estate practitioner, you see exactly who that person is, and even better than that, you can in a filer everyone who looks like that customer.”

Watch Will talk about the impact Tags had for BresicWhitney

Leading Sydney agency shares why Tags are the most important part of their CRM.

It’s important that your technology solution works for you, and that it’s flexible enough to allow you to run your business the way you want. Tags are one of the Rex CRM features BresicWhitney is using to create a customer-focused real estate journey in order to effectively manage relationships.

“Tags are crucial to us, the most important part of Rex we use.”
“Tags are important as it clearly shows at a very high level how that customer has been interacting with us... as a real estate practitioner, you see exactly who that person is, and even better than that, you can in a filer everyone who looks like that customer.”

Watch Will talk about the impact Tags had for BresicWhitney

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FAQ's

We've answered a few frequent questions below. If you have a question not answered here, please contact us and we'll get back to you.

Where do I find Tags in Rex CRM?

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Found in the right-hand pane on all records, Tags let you create groups of records. For example, you could use a tag on a Contact to indicate that they are a buyer, so you can filter for them later on.

When do I use Tags?

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Tags allow a user to add any interesting snippets of information to a record that they think might come in handy. They can then be searched for through any list view (Contacts, Properties, Listings) to pull a list of all records containing that particular Tag.

For example, a specific Tag added to a Contact record may be beneficial for a future sale.

Imagine your potential buyer was a Tennis fanatic - tagging them as such would prove valuable if you ever listed a Property with a Tennis court. The value of your data is intrinsically linked to the volume that you store – tags allow you to build up a much richer record of your clients.

In real estate, relationships are everything.

How do I add tags and system tags?

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Check out the Help Center where you will find all of the tips on how to add tags and how to add System Tags, to Rex CRM.