A call on a client's birthday or on the anniversary of their first order costs nothing and is remembered for a year. Birthday & Anniversary Reminders makes sure nobody on your team misses one.

Everything coming up, in one list

Client birthdays from the contact's date of birth, customer anniversaries from the first won deal with each company or contact, and colleague birthdays from employee profiles — today, this week, this month or the whole year, with age or years, owner, phone and e-mail.

Reminders your team will see

One click creates a Bitrix24 task for the responsible person, due on the day, linked to the client, with the greeting and contact details inside. Do the whole list at once; the app remembers which ones are done so nobody gets two.

Greeting ready to send

Write your birthday and anniversary greetings once, with the client's name and years filled in, and copy them in one click. Download every date as a yearly-repeating calendar (.ics) for Outlook, Google or Apple Calendar.