Reminder
Stay on top of your tasks, deals, and deadlines with a powerful reminder system that integrates across multiple channels for maximum efficiency.
Key Features
Set reminders for leads, invoices, deals, bills, and users
Customizable date, time, and notification message
Multi-channel delivery via WhatsApp, Slack, Twilio, and more
System-wide enable/disable toggle for centralized control
Keeps you informed and productive with real-time alerts
Create Custom Reminders with Ease
Users can set personalized reminders for various modules—like leads, invoices, bills, deals, or user accounts—by simply specifying the action, schedule, and message. This enables timely follow-ups, reduced missed opportunities, and improved operational discipline.
Choose Your Notification Channels
Stay informed in real-time through your preferred channels. Whether you rely on WhatsApp, Slack, Twilio, or email, the Reminder Add-On offers flexibility to choose where your notifications should appear, ensuring you never miss a critical task or update.
Enable System-Wide Alerts in One Click
From the admin panel, you can toggle the reminder system on or off globally. Once enabled, the system takes care of sending timely alerts across selected modules, reducing the need for manual follow-ups and improving accountability across teams.
Full Description
Never Miss an Important Task Again
The Reminder Add-On is your digital assistant for keeping schedules on track and ensuring nothing slips through the cracks. With an easy setup process and flexible notification options, it’s perfect for sales teams, finance managers, and operations personnel alike.
Enable reminders across leads, deals, bills, invoices, or users, and select how you wish to receive alerts. From system settings, turn the feature on and let it work in the background—delivering productivity-boosting prompts right when you need them, on the channels you trust most.