Customer Reminder software recs?

by a searcher from Harvard University - Harvard Business School

2 years ago

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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admin from Stanford University - Graduate School of Business

Not sure if this is in the zone of what you are looking for… here is a post by ^Searchfunder member‌ on AppSheets: https://www.searchfunder.com/post/customizable-operations-software

2 years ago | like reply | 0 likes

professional from Bentley College

You can easily do this with Airtable.If you prefer Google Sheets then this can be done through a Zapier integration.Otherwise, any CRM can do this automatically.

2 years ago | like reply | 0 likes

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