How to Use Digital Reminders to Improve Your Business

Woman is using tablet pc, pressing on virtual screen and selecting reminder.

Organization is important to the success of any business, but as a real estate agent it is that more critical that you keep yourself organized. As you are busy and rarely sitting in one place all day, you need reminders that can keep up with you. Thankfully we now live in a digital age with multiple ways to automate those ever-important reminders and make organization easier than ever.

Here are 3 ways you can use digital reminders to help you stay on track and in control:

1. Automate Your Task and Appointment Reminders

Yes, writing down your to-dos and important appointments on paper or in a physical planner is better than doing nothing at all. The problem, though, is that those require to still remember to actually check them, which is not always easy! On top of that, papers are easily lost, torn, or damaged. And then what do you do? Instead, using a real estate CRM like IXACT Contact that has built-in task and appointment reminders takes the remembering out of the equation, and can’t be lost. Plus, you’ll get the most current information right at your fingertips so you don’t have to spend time searching for client history or contact information.

2. Build Better Relationships with Keep in Touch Reminders

You have a lot of things to remember in a day, between appointments, listings, shows, and more. It’s easy to see how keeping in touch with past clients can fall to the bottom of your priority list. But referral business a critical part of your success, and you have plenty of information on these past clients you can use to keep in touch with them easily. And when you use IXACT Contact, you’ll never miss a chance to send them an e-card during the holidays, give them a call on their birthdays, or send a gift on their move-in anniversary. IXACT Contact allows you to mass assign keep in touch reminders on all of your clients, saving you hours of time and making you look like even more of a superstar than you already are.

3. Use Your Phone to Create Automatic Follow-up Tasks

You aren’t sitting at a desk all day, so having digital reminders show up only on your desktop isn’t the most useful. You need to be able to see all of your tasks and appointments from anywhere, and also to add follow-up ones on the go. IXACT Contact’s mobile app allows you to do exactly that. You get your full database and functionality wherever and whenever. You never have to worry about entering something when you are finally near a computer again – you can do it the moment you think of it.


Using digital reminders is a way to not only improve the organization of your real estate business, but also the efficiency of it. More organization and efficiency mean more success. And the best part is your schedule will finally be keeping up with you, instead of the other way around. So start setting up your digital reminders with IXACT Contact. Start your FREE 5 week trial of IXACT Contact now.