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.
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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