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Contact Management

As a Customer Relationship Management system, contact management is the most important feature of Rex. Designed to help you build, manage and deepen relationships with your clients to close more business – Rex makes sure all the information you need is available when you need it.

When you open a contact record in Rex, you can see everything you need to gain valuable context at a glance and have a meaningful conversation. From call history to notes, letters, emails and SMS correspondence right through to related tasks and custom data – Rex has it all.

Create contacts for people and company records for total coverage
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Rex supports ‘company’ contact types, as well as individuals. This helps keep track of clients’ employers and corporate vendors for both commercial and residential listings. It’s also a helpful way to segment your data to ensure you’re not marketing in a personal way to corporate clients.  You can relate people to company contact records to track places of work.

Track relationships between contacts in the CRM
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The information you have collected on your clients in your CRM has more value when it’s not trapped in isolation. People you’ve already worked with can make introductions and put you in touch with colleagues who want to do business; families are often influential in property purchasing decisions.  Rex helps you track these webs of person-to-person relationships by linking individual contacts to other contacts, or to company records.

Deeper contact-to-property relationships
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It’s important to have contacts and properties tied together so you can leverage the power of the relationships your organisation has already established.

Connecting contact history to contacts’ related properties and vice versa gives your agents inside information on every touch point, with every person, and every property in your CRM database.

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