Never miss a follow-up across sales, projects, or support.
Smart Reminder System
Centralized reminders with context and snooze/recurrence. Set up intelligent reminders for follow-ups, tasks, and deadlines with automated notifications and seamless integration across all business processes.
Reminder Rules
Create intelligent reminder rules based on events, dates, and business logic.
Recurrence
Set up recurring reminders with custom patterns and frequency controls.
Notifications
Multi-channel notifications via email, SMS, push, and in-app alerts.
Assignees
Assign reminders to team members with escalation and delegation features.
Record Links
Link reminders to CRM records, projects, and support tickets for context.
Analytics
Track reminder effectiveness, response rates, and completion metrics.
Business Benefits
Improve execution and customer satisfaction with timely follow-ups
Better Execution
- Never miss important deadlines
- Automated follow-up sequences
- Improved task completion rates
- Reduced manual tracking
Customer Satisfaction
- Timely follow-ups
- Proactive communication
- Consistent service delivery
- Higher customer retention
Perfect For
Businesses that need reliable follow-up and task management
Deal Follow-ups
Automated reminders for sales pipeline follow-ups and deal progression.
Invoice Reminders
Payment reminders and collection follow-ups for accounts receivable.
Onboarding Steps
Customer onboarding checklists and milestone reminders.
Related Integrations
Connect with your existing business and communication tools
Ready to Never Miss a Follow-up?
Get started with our reminder module today