Reminders and Tracks

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.

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.