Custom Fields & Tags
We believe real estate office software programs should let you store your own unique data against records.
Filtering your data
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.
Segment your database with 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.
Set up your own custom fields for your records
Custom fields are any fields not already present in Rex. You can create your own custom fields to record extra details your agency uses, to fit your business needs.
Search for records by tags or custom field values
Filtering contacts, properties and listings makes it easier for sales teams to more effectively and efficiently focus their efforts on a specific segment of customers, and track specialised information.
With Rex you can set custom filters and sort search returns alphabetically, by last added, by date, etc. It’s easy to find whatever you need – no matter how large your database.
Apply tags for richer records
Custom tag functionality exists so you can add any interesting snippets of information to a record. Then, you can filter by a specific tag and send a ‘personalised’ mass email to all contacts you’ve attached the same tag to – making it incredibly easy to send potential buyers with kids approaching school age a list of properties within the local school catchment, for example.
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. When it comes to property, relationships are everything.
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.
FAQ's
Where do I find Tags in Rex CRM?
When do I use Tags?
How do I add tags and system tags?
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