Greetings
Send personalised birthday, anniversary, and festival greetings to customers automatically.
Book a Free DemoWhat is Greetings?
The Greetings module helps you build genuine personal relationships at scale. The CRM automatically identifies upcoming occasions and sends branded, personalised greetings via WhatsApp or SMS. Festival greetings — Diwali, Eid, Christmas, New Year — can be scheduled in bulk. These touches create loyalty and keep your brand top-of-mind year-round.
How It Works
Store Customer Dates
Save birthdays, anniversaries in the customer profile.
Create Templates
Design personalised templates with customer name and brand.
Automate Sending
CRM auto-sends greetings on the right date via WhatsApp/SMS.
Festival Broadcasts
Schedule festival greetings as bulk campaigns.
Key Benefits
Birthday Messages
Automatically send personalised birthday wishes.
Festival Greetings
Schedule Diwali, Eid, Christmas, New Year messages.
WhatsApp & SMS
Deliver greetings through WhatsApp or SMS.
Custom Templates
Branded templates with customer name and logo.
Customer Loyalty
Regular personal touches increase retention and referrals.
Who Uses This?
Never forget a customer's birthday — CRM handles it automatically.
Send festival greetings to 500+ customers in seconds.
Build loyalty with key accounts by sending anniversary messages.
Ready to Use Greetings?
See how Greetings works in a live demo. Book a free 30-minute session with our team.