Use tracks (grouped, time-released reminders) to execute powerful follow-up plans
A track is best practice follow up or a best practice buyer workflow. 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 years to target specific types of prospect or current/past clients. Tasks can include attached mail merge templates. This makes tracks a powerful follow up tool that lets all your clients feel like they’re the only one.
Schedule follow-up calls, emails, letters or SMS messages by adding reminders or activity tracks
The Reminders tab allows you to quickly add a 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 agent by letting them complete tens or hundreds of different merge tasks in seconds.
You can also create your own email, SMS and letter templates. Those can be completely on their own (individual items) and help your correspondence with clients, prospects, etc. They can also be attached to tracks, and you can then use the launcher in completing the task to launch the template. This means rather than the user seeing the task, going to hit the mail merge button, finding the right template and sending it - the template is already attached to the correct task once the track is applied.
You can watch this training video using our Rex Video Training centre - The course you'll be looking for is Salesperson Training > Finding Your Way Around Rex & Organising Your Day > Tracks