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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.

This optional add-on is available for
Available for
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.

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.

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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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See Reminders and Tracks in action. Request a demo from our team today!
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