NEW
OPTIONAL ADD-ON

Custom Fields & Tags

We believe real estate office software programs should let you store your own unique data against records.

NEW
OPTIONAL ADD-ON
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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.

This optional add-on is available for
Available for
Sales & Rentals CRM
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.
NEW
OPTIONAL ADD-ON
Rex AI Icon

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.

This optional add-on is available for
Available for
Sales & Rentals CRM
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.
NEW
OPTIONAL ADD-ON
Rex AI Icon

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.

This optional add-on is available for
Available for
Sales & Rentals CRM
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.
NEW
OPTIONAL ADD-ON
Rex AI Icon

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.

This optional add-on is available for
Available for
Sales & Rentals CRM
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.
NEW
OPTIONAL ADD-ON
Rex AI Icon

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.

This optional add-on is available for
Available for
Sales & Rentals CRM
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.
See Custom Fields & Tags in action. Request a demo from our team today!
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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?

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