Schedule follow-up calls, emails, letters or SMS messages by adding reminders or activity tracks
The reminders tab allows quick addition of follow-up activity. This can include simple task-based reminders like follow-up calls or emails.
We’ve built special capabilities into Rex that allow you attach mail merge templates to follow-up email, letter or sms tasks. Used effectively, this feature can double or triple the follow-up capacity of a single real estate agent by letting them complete tens or hundreds of different merge tasks in seconds.
Use tracks (grouped, time released reminders) to execute powerful follow-up plans
Tracks are pre-defined lists of follow-up activities (Rex includes defaults; admin users can modify these or create their own to match your internal workflow), which can be quickly attached to property, listing and contact records.
Tracks can run for a number of weeks or a number of years to target specific types of prospect or current/past clients. Tasks can include attached mail merge templates, making tracks a powerful follow-up tool that lets every one of your clients feel like they’re the only one.