CRM Reminder Notification System.
Never Miss a Follow-Up or Important Task
Never miss a task or follow-up
See (CRM Reminder Notification System) In Action
The CRM Reminder Notification System by Kriatix is an AI-powered solution that ensures your sales team never misses a task, follow-up, or deadline. Automate reminders for leads, deals, and customer interactions from one centralized dashboard. Perfect for businesses of any size, this system keeps your team organized and on track.
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What Is the CRM Reminder Notification System?
The CRM Reminder Notification System is a ready-to-use solution designed to automate notifications for sales and customer management tasks. It integrates seamlessly with your CRM to send reminders via email, chat, or app notifications, ensuring every follow-up, call, and meeting is executed on time.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Teams | Never miss follow-ups, calls, or meetings |
| Marketing Teams | Keep campaigns aligned with timely actions |
| Customer Success Teams | Ensure proactive customer engagement |
| Managers & Team Leads | Track task completion and team accountability |
| Agencies | Streamline reminders across client accounts |
Key Features
- Automated follow-up reminders
- Task scheduling and deadline alerts
- Multi-channel notifications (email, SMS, chat apps)
- Customizable reminder templates
- Activity tracking and logging
- Role-based notifications and access controls
Benefits
- Ensure timely follow-ups and customer engagement
- Increase task completion and team productivity
- Reduce missed opportunities and delays
- Centralize notifications across teams and channels
- Seamless integration with CRM and communication tools
- Accessible via web, mobile, and tablet
How It Works
- Set Up Reminders – Configure tasks, calls, and meetings.
- Choose Notification Channels – Email, SMS, Slack, Teams, WhatsApp.
- Assign Owners & Deadlines – Track accountability across teams.
- Automate Alerts – Trigger reminders for tasks and follow-ups.
- Monitor & Report – Get real-time reports on completed tasks and overdue items.
Add-ons & Integrations
- AI Task Prioritization
- Productivity Analytics Dashboard
- Gmail & Outlook Sync
- Slack, Teams, WhatsApp connectors
- Zapier Integration
Deployment & Access
- Web, Mobile, and Tablet interfaces
- SaaS (cloud-hosted) or On-Premise deployment
- Fully white-labeled for enterprise clients
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Can I customize reminder frequency?
Yes, you can set reminders to trigger minutes, hours, or days before a task.
Does it integrate with existing CRMs?
Absolutely. It integrates with most popular CRMs like Salesforce, HubSpot, and Zoho.
Can I receive reminders on multiple platforms?
Yes, notifications can be sent via email, chat apps, or mobile push notifications.
Is there a reporting feature for overdue tasks?
Yes, real-time dashboards provide insights on completed, pending, and overdue reminders.
Can different teams have different notification settings?
Yes, you can configure reminders based on roles, departments, or individual users.
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