Date triggers
Birthdays, anniversaries and sold dates start the right message automatically.
Campaigns & date triggers
The follow-up that happens even on your busiest week.
Birthdays, purchase anniversaries, holidays and check-ins go out on schedule, by text or email, with your rules.
Real app screen. Demo data.
What it does
Set it once. Stay in touch for years.
Holiday greetings
Send a note to your whole book for the holidays you choose.
Text or email
Pick the channel for each step of a campaign.
Your rules
Approve messages before they send, pause anyone, and quiet hours and opt-outs are always respected.
Daily follow-up
Automation for the routine. You for the rest.
Campaigns handle the routine touches, and your home screen shows the conversations that need a person.
- Templates you can edit
- Pause or remove anyone at any time
- See who is enrolled and what goes out next
Questions
Questions people ask
Will messages go out without me seeing them?
Only if you want them to. Each campaign can send on its own or wait for your approval.
What if someone opts out?
Replying STOP opts them out of automated messages right away.
Be the business they never forget.
Build stronger relationships, remember what matters, and make every customer connection count.