Can I stop a reminder if the customer already replied?

Yes. Workflows have exit conditions: if the customer replies or books, the sequence stops on its own.

How many reminders can I schedule in a sequence?

No limit. You can create sequences of 2 steps or more than 30, with days, hours, or minutes between each one.

Can they be personalized with the customer's name?

Yes, with variables like the name, the appointment date, or the invoice amount to personalize each message.

Can I send reminders to a segmented list?

Yes. You can filter by tag, pipeline stage, last contact date, or lead source.

What happens if the phone number isn't valid?

The system flags the error and continues with the next channel or step, without stopping the whole sequence.

Can I limit sending to business hours?

Yes. You can restrict sending to business hours or allow it to run 24 hours, depending on the type of reminder.

Does it work for internal team reminders?

Yes. You can notify a team member by email or SMS when a task is due or a lead goes unattended.

Can I measure which reminders work best?

Yes. The CRM shows open rate, clicks, replies, and conversion for each step of the sequence.

Can I have different reminders per customer type?

Yes. Use tags or custom fields to differentiate a new customer from a returning one, or a basic plan from a premium one.

Automatic Reminders

Automatic reminders that arrive on their own, on the right channel, at the right time

Appointments, payments, renewals, and sales follow-ups scheduled once and sent by WhatsApp, SMS, or email without your team lifting a finger. Fewer no-shows, fewer late payments, fewer forgotten leads.

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24/7

Reminders sent on schedule, always

Channels: WhatsApp, SMS, email

Fewer

No-shows and late payments

Definition

What are automatic reminders?

Automatic reminders are scheduled messages the CRM sends with no human intervention, at the exact moment, to the right contact, and through the right channel. They go beyond a simple appointment reminder: they cover payments, sales follow-ups, renewals, birthdays, abandoned carts, internal team tasks, and any relevant business event.

Triggered by a real CRM event
Every send logged on the contact

Capabilities

What automatic reminders can do

Appointment reminder

Notifies before a scheduled meeting or appointment, with the join link ready.

Payment reminder

Alerts before or after an invoice's due date.

Lead follow-up

Triggers only if a prospect doesn't reply within X hours.

Renewal reminder

Warns before a contract or subscription expires.

Cold lead re-engagement

Re-approaches inactive prospects after several days with no interaction.

Post-service follow-up

Asks about doubts or requests a review after an appointment or purchase.

Internal task alert

Notifies the team when a task or a lead goes unattended.

Stalled pipeline alert

Warns the rep if an opportunity hasn't moved in several days.

Key differentiators

Stop managing tools. Start managing results with our integrated AI ecosystem.

Smart conditional logic

Adapts the next step depending on whether the contact opened, replied, or ignored the message.

Multichannel in a single sequence

Email, and if it's not opened, SMS, and if there's no reply, WhatsApp — all in one flow.

Dynamic variables

Uses CRM data like name, date, service, or amount to personalize each message.

Based on CRM events

Triggers on any action: an appointment booked, a payment created, a stage changed.

No contact limit

The same setup works for 1 or for 100,000 contacts.

Smart timezone detection

Sends the reminder in the contact's timezone, not the business's.

Use cases

How businesses use it, by industry

Agencies and consultants

Report delivery notice followed by a service renewal reminder.

Health and clinics

Confirmation sequence, reminder 24h before, and post-appointment survey.

E-commerce

Abandoned cart reminder with a coupon in the second message.

Real estate

Initial contact within the first hour and re-engagement after 7 days with no reply.

Online education

Enrollment reminders, webinar access, and follow-up after class.

Financial services

Staggered payment alerts before and after a policy comes due.

Your automatic reminders, implemented by us

We don't hand you a workflow builder to figure out yourself. We design your reminder sequences by channel, configure the conditional logic, and leave them connected to your CRM. Your team just reviews the results.

I want my reminders

Limited Elite implementation spots per month.

Frequently asked questions

Free Strategy Call

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30-minute working session
Custom architecture map
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