PROFESSIONAL MODULE
Automated greetings that feel personal.
Send birthdays, anniversaries, and holiday wishes automatically by email or SMS.
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Module overview
Automate thoughtful messages without extra work.
What it does
Schedule greetings for clients and staff so you never miss an important date. Messages go out automatically with your branding and tone.
Module highlights
Key features and why teams rely on this module.
Key features
- Automated scheduling: Birthdays, anniversaries, and custom events.
- Custom occasions: Add your own celebration types.
- Email and SMS delivery: Use your existing gateways.
- Template personalization: Names, company, and role placeholders.
- Occasion reporting: Track sends and engagement.
Why teams love it
- Stronger relationships: Thoughtful touches without manual effort.
- On-brand messaging: Consistent voice across the year.
- Better retention: Clients feel remembered.
Ready to clear the chaos?
Join small teams operating like big businesses.