Send client birthday alerts to your support team

Your client birthday dates often sit unnoticed, leaving outreach unpersonalized and retention opportunities untapped. Get timely team alerts so you can send celebratory messages same day.

Overview

Missed birthdays are missed chances to show care and deepen client bonds; this flow surfaces those moments to your support team automatically. It turns passive data into same-day, personalized outreach so program coordinators can act before the opportunity passes.