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Reminders and Tracks

Your roadmap to best practice, consistent follow-up for engaged prospects

Reminders and tracks help you build long-term relationships with your clients, automate tasks and save you time.

The reminders tab lets you quickly add 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 to 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 agent or admin by letting them complete tens or hundreds of different merge tasks in seconds.

Powerful automatic follow-up for buyers and sellers

This is your roadmap to consistent reminders that keep you front and centre in your buyers' minds for a number of weeks up to a number of years. Tracks are Rex’s pre-defined lists of best practice follow-up activities. They make it incredibly easy to remember what you need to do, and when you need to do it.

Out of the box, Rex comes with a long list of default tracks. You can customise or tailor-make your own unique tracks to match your internal workflow.

Pair your tracks with letter, email and SMS mail merge templates for rapid fire, personalised follow-up.

Review track progress, defer or reassign track tasks

Tracks are flexible. You can easily defer or terminate an entire track of follow-up tasks or the individual tasks within it.

You can also assign tracks and tasks to multiple owners, and easily reassign them to different owners in bulk – simplifying handover when a member of staff joins or leaves your agency.

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What happens next?

One of our sales team will be in touch with more information shortly. In the meantime, check out some of our blog posts.

Speak soon,
The Rex team.

If you’re an existing Rex client in need of some help, please contact our support team directly via support@rexsoftware.com.au or through the “Contact Rex Support Team” button from the help menu inside Rex.

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