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.