As we continue previewing features coming in Realcore 4.0 – Angelo, we want to highlight an upgrade that will make organizing and analyzing your data much more powerful: Tags.
Tags in Realcore Today
In Realcore 3.0, the system includes five types of tags:
- Administrator-managed tags
- Comp Tags
- Payment Tags
- Property Tags
- Transaction Tags
- Broker-managed tags
- Prospecting Tags
These tags already help categorize and filter data across your system.
Expanded Tagging in Angelo
With Angelo, tagging becomes far more flexible and comprehensive. Companies will be able to create and manage tags across multiple areas of the system, including:
- Agents
- Clients
- Companies
- Comps
- Contacts
- Payments
- Projects & Listings
- Properties
- Transactions
- Company-managed Prospect Tags
Prospect Tags: More Control for Everyone
Prospect tags will now exist at two levels:
- Company-level prospect tags: Administrators can create a shared list of prospect tags that all brokers can use, helping standardize prospect tracking across the organization.
- Broker-level prospect tags: Brokers can still create their own prospect tags for personal workflows. These tags will remain private unless the broker chooses to share them with other brokers.
Why This Matters
These expanded tagging capabilities allow companies to dig deeper into their data and organize information more effectively.
Tags for clients, companies, contacts, and prospects also strengthen the CRM-style functionality within Realcore. While Realcore isn't intended to replace a full CRM platform, Angelo significantly enhances the CRM-light capabilities, making it easier for brokers to manage relationships and for administrators to maintain clean, organized data.
More powerful organization. Better insights. A smarter way to manage your data in Realcore 4.0.