For financial services: Keep merchant contracts moving with SMS

Heads of business operations see merchant agreements stall when 21-day follow-ups are missed, risking delayed onboarding and revenue recognition. It sends SMS reminders so coordinators prompt signatures.

Overview

Missed follow-ups stall merchant agreements, delaying onboarding and revenue recognition. This workflow triggers SMS reminders when a contract hits the 21-day follow-up, turning passive contracts into active signatures so onboarding coordinators keep agreements moving and maintain a clear audit trail.

Notable Features

Send SMS when follow-up hits 21-day
Pull merchant contact from CRM
Log reminder activity on contract