Sales Automation
AI Sales Reminder Engine
An agent juggling forty prospects is running a memory experiment that fails a little every day. The callback promised for Thursday, the document the bank asked for, the payment reminder due before possession. None of it is hard. All of it together is impossible to hold in a head.
We build a reminder engine that reads everything and surfaces the right task at the right moment, ranked by what it is worth.
The problem it removes
Standard CRM tasks depend on the agent remembering to create them, which is the same memory problem wearing a different hat. The commitments that matter get made in calls, chats and meetings, and most never become a task at all. A forgotten callback reads as indifference to the client, and indifference is the politest reason clients give for leaving.
What we build for you
An engine that listens to where commitments actually happen and turns them into prioritised, timely nudges.
- Reads CRM activity, emails, meeting notes and conversation summaries for commitments
- Creates reminders automatically, no agent discipline required
- Ranks everything by deal urgency and value, not just due date
- Recommends the next action alongside each reminder
- Escalates to a manager when a high value commitment is about to slip
How it works
- 1
Connect the sources
CRM, email and conversation channels feed the engine. Commitments stop escaping.
- 2
Set the priorities
Deal value, stage and deadline sensitivity decide what surfaces first.
- 3
Choose the delivery
Morning digest, WhatsApp nudge or CRM tasks, whatever your team actually reads.
- 4
Tune the noise
We watch what gets done versus dismissed and recalibrate until every reminder earns attention.
What changes for your business
- Promised callbacks happen when they were promised
- Documents and payment follow ups stop slipping through deals
- Agents trust their day to the list and stop carrying anxiety as a system
- High value tasks get done first instead of loudest first
Frequently asked questions
How does it find commitments in conversations?
It reads for promise patterns, call you Thursday, send the brochure tonight, payment due before the fifteenth, and drafts the reminder with the source attached so the agent can verify in one glance.
What makes this smarter than phone reminders?
Priority and context. A phone reminder knows a time. This engine knows the deal size, the stage, what was promised and what to do next, and it orders your day accordingly.
Can reminders escalate if ignored?
Yes. A slipping commitment on a high value deal can notify a team lead before it becomes an apology call. You define the thresholds.
Does it create duplicate tasks with our CRM?
No. It reads existing CRM tasks, fills the gaps they miss and writes back in one place, so agents keep a single list, not two competing ones.
Never apologise for a forgotten callback again
In a free audit we will trace last month's dropped commitments from your CRM and chats, then show you the engine that catches them.
Book a free 45 minute audit ↗