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.

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
Adding 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.

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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

Where do I find Tags in Rex CRM?

When do I use Tags?

How do I add tags and system tags?