PROFESSIONAL MODULE
Automated greetings that feel personal.
Send birthdays, anniversaries, and holiday wishes automatically by email or SMS.
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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.
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.