Triggers & reminders

Automations

Set it once and the CRM does the follow-up — renewals, birthdays, and status nudges, by email or SMS.

Demo

Mortgage renewal reminder

Triggers 120, 90, and 30 days before a client's maturity date.

Birthday message

Sends a personalized greeting on each client's date of birth.

SMS

New lead welcome

Fires when a website contact form creates a new lead in the CRM.

Approval status update

Notifies the client automatically when a deal moves to Approved.

SMS

Each rule here becomes a scheduled job in the live build, reading dates from the client records and sending through the email/SMS provider.