CRM Reminders for Client Birthdays & Important Dates
G
Gina Monroe
Use case from a customer: "Joe's birthday is X — I just need it to ping me so I don't miss it. That softer side of client relationships is important to us."
This would meaningfully strengthen FC's CRM functionality for relationship-driven firms without requiring a third-party tool.
Log In
A
Amanda Ethier
we're trying to find a way to send CRA tax instalment reminders through FC too - things to just automatically help remind clients of upcoming deadlines goes a long way.