Automated Reminder Rules
Configure 30-day, 15-day, 7-day, and overdue automated reminder triggers for WhatsApp, Email, and SMS.
Automated Multi-Stage CRM Billing Workflow
1. 30 Days Before:
Gentle Service Expiry Email notification dispatched to client.
2. 15 Days Before:
Follow-up Renewal Email reminder dispatched.
3. 7 Days Before (Urgent):
Auto-Generates GST Tax Invoice & sends urgent payment instructions.
4. Overdue Reminders:
Follow-up reminders sent at +3, +7, and +15 days past due date.
| Rule Title / Client | Trigger Condition | Channel | Message Template | Last Executed | Status | Actions |
|---|---|---|---|---|---|---|
|
Payment Invoice Reminder
Client: Acme Corp
|
3 Days Before Due Date | WhatsApp API |
Template #TPL-PYMT-01
|
19 Aug 2026, 09:00 AM
|
Active | |
|
Domain & Hosting Renewal
Client: TechVision India
|
7 Days Before Expiry | SMTP Email |
Template #TPL-REN-04
|
18 Aug 2026, 04:30 PM
|
Active | |
|
Monthly AMC Maintenance Alert
Client: All Active Accounts
|
1st Day of Every Month | SMS Gateway |
Template #TPL-AMC-02
|
01 Aug 2026, 10:00 AM
|
Active |