Automatic reminders inform you by SMS or e-mail of various actions that need to be carried out, whether they are your own actions or those of your customers, as well as upcoming appointments. For example, a reminder may inform you that one of your customers has yet to validate their bank account.
Automatic reminders also inform people outside your company, such as customers or suppliers, by SMS or e-mail of the various actions they have to carry out or upcoming appointments. A reminder could, for example, inform one of your customers that they still need to send a document about a current project.
Reminders are present at all levels of the software, such as delivery notes, invoices or customer records.
This module facilitates the follow-up of activities as well as your reactivity, prevents forgetfulness and saves you time.
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– Automatic processes save time and provide good visibility.