Best practice for using Tags functionality

Tags allow you to segment your database into more targeted groups, for more personalised communication and clearer contact organisation. So your messages always reach the right people at the right time.

Learn more Learn more

An introduction to 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.

What are Tags?

Using Tags

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. In this session, Kev will show you the best practice for using tags.

Custom fields & Tags

Consistency across your agency

Rex CRM gives you the option to create System Tags, so that all users in your account tag their data the same way. This keeps your data clean and allows management visibility across contacts.

Adding Tags

See how your business can benefit from partnering with Rex

Talk to Sales

Features

Explore more

No items found.

Explore more of Rex

Maximize your real estate geo prospecting efforts with Rex CRM. Bulk import properties, access live data, and create CMAs seamlessly. Integrations with Core Logic RP Data and APM PriceFinder put control and efficiency at your fingertips. Experience precision and customisation tailored to your needs.

Explore more

Our local care team is here for you, whether you’re in Australia, New Zealand, or the UK.

At Rex, our customer support approach is designed to provide you with efficient and specialised assistance. We understand that you are busy and that your time is valuable

Explore more

Set yourself up for success with streamlined agency admin

Not just a product suite for better client experiences. Rex gives all your staff the tools they need to do their jobs, better. We’ve streamlined agency admin, so your whole business can do more with less. Find out how.

Explore more

Technology is constantly changing the way we work, and now more than ever it can be the difference between a successful sales agent and one that is still struggling for listings.

Explore more

I created that appraisal track to stay in touch with our clients until they are ready to sell… I had one this week .. the agent got booked in and listed the property.

Leading Sydney agency shares why Tags are the most important part of their CRM.

It’s important that your technology solution works for you, and that it’s flexible enough to allow you to run your business the way you want. Tags are one of the Rex CRM features BresicWhitney is using to create a customer-focused real estate journey in order to effectively manage relationships.

“Tags are crucial to us, the most important part of Rex we use.”

“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.”