Our Birthday Reminders feature helps you maintain strong relationships by keeping track of important client milestones in one convenient place. By bringing together all your leads, including buyers and tenants, as well as your contacts such as sellers and landlords, you get a complete overview of upcoming birthdays across your database. This makes it easy to stay engaged and show your clients that you value them.
A visual pie chart provides a quick summary of your client base, while organised tables allow you to browse and identify upcoming birthdays with ease. This structured layout ensures you can quickly find the clients you want to engage with, without having to search through multiple sections of the CRM.
With built-in messaging options, you can send birthday wishes directly from the system using email, SMS, or WhatsApp. Simply select the relevant clients, enter your message, and choose your preferred communication channel. This quick and simple process allows you to maintain consistent, personalised communication, helping you build stronger, long-lasting client relationships.
