We’re thrilled to introduce one of our most requested features: fully automated WhatsApp reminders — now available directly in the CRM. No more manual follow-ups. No more forgotten emails. Just smart, timely messages that keep your customer relationships running smoothly — all on the channel they already love: WhatsApp.
You already use reminders successfully for bookings. Now you can set them up for any customer interaction in your CRM. Whether you’re an accountant chasing monthly expenses, a coach tracking weekly progress, a pharmacy reminding patients about medication, or a trainer sending diet check-ins — this feature has you covered.
Super easy to set up (literally seconds)
- Pick your customer
- Write your message
- Choose frequency: Daily • Weekly • Monthly
- Set the exact day/time + exclusions (e.g., skip weekends or August/December)
That’s it. The system takes care of the rest.
Real-life examples:
Monthly reminders – Accounting
“Hi, please send us your expenses and tickets by the 17th of this month. Thank you!”
→ Sends every 17th at 12:00 (skipping August & December if you want).
Daily – Health & Wellness
“Please remember to take your vitamin/pill before lunch.”
→ Every day at 9:00 AM, weekends optional.
Weekly – Training & Coaching
“Hey [Name], please share your progress from this week’s training so we can review and adjust your plan!”
→ Every Wednesday at 5:00 PM (you can skip specific weeks of the month).
The WhatsApp template Looks 100% professional
- Your business logo appears automatically
- Your business name + agent name
- Personalized with the customer’s name
- Feels like a natural message from your team
Full control & transparency
- Unlimited reminders included in your subscription
- Enable/disable anytime
- Search by customer, lead ID, or phone number
- View all active reminders in one clean dashboard
- Set per widget or per customer (never bulk spam)
This isn’t mass messaging. It’s personal, relationship-driven automation that strengthens trust and saves you hours every week.
Ready to make your business run smoother?
Log into your Chatwith dashboard and head to the CRM → Reminders section to start creating your first ones today. We built this feature to make your life easier and your customer experience better. Let us know how you’re using it — we love seeing the creative ways you make it work for your business!