Customer Reminders & Meeting
Never miss a follow-up, birthday, renewal, or meeting with smart automated reminders.
Book a Free DemoWhat is Customer Reminders & Meeting?
Reminders and Meetings eliminate the most common reason deals fall through: forgetting to follow up. Set reminders for individual leads, get notified via WhatsApp or SMS, schedule meetings with customers, and invite team members — all with full automatic logging.
How It Works
Set a Reminder
Add a reminder to any lead with date, time, and note.
Get Notified
Alerts arrive via WhatsApp, SMS, or in-app notification.
Schedule Meetings
Book meetings from a lead profile, invite attendees, add meet link.
Log & Follow Up
Mark reminders done, add notes, set next follow-up.
Key Benefits
WhatsApp Reminders
Reminders sent directly to WhatsApp so nothing is missed.
Birthday & Anniversary Alerts
Auto-remind team when a customer occasion is approaching.
Integrated Calendar
All meetings and reminders sync with the CRM calendar.
Renewal Reminders
Automated alerts 30, 15, and 7 days before expiry.
Google Meet
Add a Google Meet link to any meeting in seconds.
Who Uses This?
Set a follow-up reminder after every call.
Get renewal reminders weeks in advance to prepare proposals.
See all team meetings and reminders on a single calendar.
Ready to Use Customer Reminders & Meeting?
See how Customer Reminders & Meeting works in a live demo. Book a free 30-minute session with our team.