Reminder Manager

Reminder Manager is a web tool for scheduling alerts about statutory compliance dates, tasks, events and meetings. Businesses use it to nudge their own staff and their customers before a deadline arrives.

Main features

• Compliance calendar: tracks monthly, quarterly, six-monthly and annual statutory filings and payments.
• Customer reminders: one reminder can go to many customers, or several reminders to one customer, by email or SMS.
• Flexible schedules: alerts can be scheduled well over twelve months ahead and repeated daily, on alternate days, or every few days up to ten days.
• Bulk handling: reminders, recipients and completion dates can be uploaded in bulk.
• Dashboard and reports: views can be arranged by reminder or by customer and exported to PDF and Excel.

Clients

It suits firms that chase customers for payments, quotations and follow-ups, teams tracking contract and AMC renewal dates, and recruiters reminding candidates about interviews.

Key facts

• Sub-users: no limit on the number of sub-users
• Completion alerts: customers can be emailed when a reminder is completed
• Month-end summary: a dashboard can be emailed to recipients at the end of each month