Birthday Reminder
Never miss a client's special day again. The Birthday Engine fully…
Udviklet af - querformat GmbH & Co. Kg
Installeringer - <10 installationer
Krav
HubSpot-abonnement Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Birthday Reminder abonnement - Professional plan
Oversigt
1/7 - Short introduction to Birthday Reminder
Never miss a client's special day again. The Birthday Engine fully automates your birthday management by tracking dates, scheduling tasks, and notifying owners—turning routine data into stronger customer relationships without the manual effort.
Empower Your Sales Team to Build Real Connections
Sales is all about relationships. Give your team the ultimate icebreaker without adding to their workload. By automating the 'remembering' part, your reps can focus entirely on the 'connecting' part - turning a simple birthday wish into a renewed conversation and a loyal partnership.
How it works:
Daily Screening
The Birthday Reminder automatically scans your contact database every day to identify upcoming birthdays, ensuring no date ever slips through the cracks.
Timely Reminders
Receive automated notifications and tasks for the contact owner well in advance, giving your team the perfect lead time to prepare a personal message.
Custom Configuration
Tailor the experience to your specific needs by setting your preferred lead times and notification logic directly within your CRM settings.
100% Data Privacy
your customer data stays yours. No personal contact information is ever transferred to or stored on external servers—all data processing happens exclusively within your secure HubSpot portal.
Funktioner
Automated Task Management
Never rely on your memory alone. The app automatically creates tasks for the specific Contact Owner. You define the lead time (e.g., 7 days in advance) to ensure your sales team has ample time to prepare a personal message or organize a gift.
Integrated CRM Overview
All insights at a glance, right where you work. The CRM card in the contact record's sidebar displays the birth date and the status of the next scheduled greeting. You have full context immediately without ever leaving the record.
Seamless Data Integration
No data silos. The app utilizes a native HubSpot date property ("Date of Birth") for storage. This offers maximum flexibility: effortlessly use this field to build Smart Lists, filter contacts, or trigger your own custom workflows.
Appfunktionalitet
Delte data
Birthday Property Calculation | ||
Tasks |
Anmeldelser
Vær den første til at skrive en kundebedømmelse
Priser
Professional
10 €
/månedTransparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.
Professional
10 €
/månedTransparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 08.01.2026
Flere oplysninger
Udviklet af - querformat GmbH & Co. Kg
Installeringer - <10 installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Nyheder
