Real estate moves fast—and so should you. Radius makes it easy to stay organized, on schedule, and fully informed with three essential tools built into every client record:
Activity Timeline
Notes
Reminders
✅ Why These Tools Matter
Stay Organized: Keep everything—from notes to meetings—in one place.
Improve Follow-Up: Never forget a next step, deadline, or client conversation.
Enhance Collaboration: Team members stay in the loop with shared access to notes and activity logs.
📝 Activity Timeline
The Activity Timeline section helps you monitor your interactions with clients and the progression of your deals.
Key Features
Log calls, emails, texts, and meetings with clients.
Track your communications and engagement history.
Maintain a running record of touch points tied to specific properties or transactions.
Pro Tip: Use Activity logs as a quick reference for what was discussed and when, so you’re always prepared for the next client interaction.
📅 Notes
Notes provide a chronological record of important events and updates in a client’s journey or transaction.
Key Features
Add notes for decisions, deal milestones, or important context.
See updates in real-time to collaborate better with your team.
Edit or delete notes at any time to keep the record clean and current.
Use Case: After every major update—like a signed agreement or financing confirmation—log a note in the Timeline to keep a complete and accurate history.
⏰ Reminders
Reminders help you stay on top of everything—showings, document deadlines, follow-ups, and more.
Key Features
Our product has many features that will help you get the most out of your experience. Here are some of the key features that you should know about:
Set reminders for meetings, open houses, contract dates, etc.
Get notified via email or inside your Radius dashboard.
Customize frequency, timing, and type of reminders.
How to Set a Reminder
Go to the REMINDERS tab on a client card.
Click Add Reminder +.
Fill out the form with your task and date/time details.
Optionally, connect your Google Calendar for auto-sync.
Click Add Reminder to save it.
Editing or Removing Reminders: Use the pencil icon to edit or the trash can icon to delete.