There are a lot of organizational systems in the market place, many pitched directly to real estate professionals. You need to do the research about what works for you.
monday.com is one that I recommend. It's a cloud-based platform used by top brokers to create their own work flow management templates. Create a process, template it and use it for each client. It requires work up front but the effort will save you time over the life of your business. If you have a team, this platform enables collaboration so that you know the status of completion as each task is done.
monday.com is a gateway to the good habits and routines that declutter your mindset and create efficiency in your business. Explore more about the platform here, and check out my detailed tips and resources on building your business processes in my MMPTs.