Administration
Reminder
Reminders
Monitoring of deadlines
Reminders for due dates and tasks help you manage your work time to meet deadlines and customer expectations.
Follow-up of unpaid invoices
Simplified management of unpaid invoices with automatic, customisable reminders that help reduce late payments.
Appointment
Appointment reminders help reduce missed appointments by informing you, your clients or partners of upcoming events.
Automatic reminders by email and SMS or within the software to notify you or any other recipient of approaching deadlines, actions that need to be completed or upcoming appointments.
You create all types of reminders within the software, including :
– appointment reminder,
– deadline reminder,
– payment reminder,
– reminder of task to be performed.
Notifications are present at all levels of the software, such as delivery notes, invoices or the agenda.
In this way you can set reminders for different deadlines related to a project, but also for tasks to be carried out within the framework of this project. For example, a notification may inform you that a report is due at the end of the week.
You can also create reminders for your customers or any other contact to notify them of actions that need to be carried out: the validation of a bank account, the signature of a document, a form to be completed…
Reminders are particularly useful for managing overdue payments. Automatic reminders, sent at the frequency of your choice, will simplify the collection of your invoices by avoiding the need to manually send each payment reminder one by one. En outre, les rappels liés à l’agenda veilleront à ce que ni vous ni vos clients n’oublient les rendez-vous ou réunions programmés.
You can easily add a new reminder: you indicate its date and time and then associate a title and a text to it. You also determine whether the notification will be by SMS or e-mail. Then you specify one or more recipients, whether it is yourself or a customer for example.
Reminders can be one-off or recurrent. If you want to set a recurring reminder, you can define its recurrence (day, month, year) and also indicate its frequency and the date it will end. Reminders can be suspended at any time.
You manage your reminders by viewing all the reminders that have been created, as well as past reminders. You can check which reminders are active, which are suspended and change the reminders as you wish.
Software for large companies
Software for freelancers and craftsmen
To summarize
Our MCA-Kale ERP software offers an advanced reminder module that simplifies time management within your company.
With this module, you can easily keep track of deadlines, deadlines and tasks to be completed, enabling you to maintain deadlines and proactively meet your customers‘ expectations.
Our integrated CRM software ensures that reminders are automatically customized to meet your customers‘ specific needs, helping to reduce late payments and improve overdue management.
What’s more, our appointment reminders help you avoid missed appointments by informing your customers, partners or yourself of upcoming events. With the ability to send reminders by SMS or e-mail, as well as integrate them into the calendar, our reminder software ensures effective communication and better management of your calendar.
Whether you need reminders for appointments, deadlines, payments or tasks, our reminder module adapts to your needs and simplifies your company’s management processes.
Ultimately, it helps to improve customer satisfaction, optimize payment collection and strengthen your service and marketing planning.