Customer Reminder software recs?

searcher profile

February 03, 2022

by a searcher from Harvard University - Harvard Business School in Fairfax, VA, USA

Hi all,
We have a process to remind customers of renewals of project work; I would love to automate this. Currently it is a manual process whereby our admin looks at upcoming project renewal deadlines, and sends our customers an email (often multiple times before they wake up and give us the go-forward). It is a low value activity but missing a renewal deadline is very problematic for our customers.

Any softwares out there that can do this automatically based on a spreadsheet and send email reminders periodically that you would recommend? I'm assuming even a CRM can do this and we are looking at Zoho at the moment. Any advice would be greatly appreciated.

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commentor profile
Reply by an admin
from Stanford University in Honolulu, HI, USA
Not sure if this is in the zone of what you are looking for… here is a post by ^redacted‌ on AppSheets: https://www.searchfunder.com/post/customizable-operations-software
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Reply by an investor
from University of Pennsylvania in Washington, DC, USA
May want to look at the Customer Success software category - like a ChurnZero.There's also a bunch of niche appointment reminder providers (think doctor/dentist email/text reminders) that also might be a good fit.
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