NEW
OPTIONAL ADD-ON

NEW
OPTIONAL ADD-ON

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
Rex 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

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
Rex 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

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
Rex 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!
Book Demo

FAQ's

No items found.

Explore more Rex features

Cash Flow & Payment Tracking
Cash Flow & Payment Tracking
Simplified agency financials, now more lightweight than ever
buildings-module
buildings-module
Apartments are grouped in real life why – why not your CRM too?
Print Marketing & CampaignTrack
Print Marketing & CampaignTrack
Build beautiful, branded brochures in just a few clicks.