Automated Reminder System

Keep Your Communication on Track

Stay organised and on track by sending automatic reminders for proposals and follow-ups. FigsFlow ensures that accountants, bookkeepers and tax advisers never miss an important deadline or forget to follow up with a client again.

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Excellent Reviews by Financial Professionals

Let the System Do the Work

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No More Manual Reminders

Forget about manually sending follow-up emails or reminders. The system automatically handles it, so you don’t have to worry about missing anything.

Efficient Follow-Ups

You’ll never miss a beat with automated reminders set for proposals, follow-ups and other important client communication.

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Stay Organised

Track every reminder and follow-up from one place, making it easy to manage client communication without hassle.

Easy Setup

Set up automated reminders in just a few clicks and let the system handle the rest. No technical expertise needed.

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Advanced Features

Streamline Your Communication System

Forget about worrying if a client will remember to respond. Automated reminders ensure timely follow-ups and consistent communication. This hassle-free solution helps you stay efficient and maintain professionalism.

Proposal Validity Period

Proposal Validity Period

Option to set a valid date for signing the proposal from the create date.

Automated Reminder Email

Automated Reminder Email

Automated system for sending reminder emails based on user-assigned days.

The Secret to Keeping Clients on Track

Automated reminders mean clients never miss important deadlines or follow-ups, boosting response rates and reducing delays. With automatic reminders for proposals and follow-ups, clients are always aware of important deadlines.

Without FigsFlow

  • Manual follow-ups needed

  • Time-consuming

  • Clients may miss deadlines

  • Tracking reminders is complicated

With FigsFlow

  • Automatically remind clients

  • Save time

  • Reduce human error

  • Keep all communication organised

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Never Miss a Deadline Again!

Discover how FigsFlow’s Automated Reminder System keeps your projects on track!

Trusted by Professionals Worldwide

Thousands of accountants, bookkeepers, and tax advisers rely on FigsFlow to streamline their workflow and deliver exceptional client service.

“FigsFlow helped me set the proper prices that benefited both me and my clients.”

 

Leslie Alexander

Leslie Alexander

Certified Accountant

“FigsFlow helped solve the dilemma I always had about setting prices for my bookkeeping services.”

Jacob Jones

Jacob Jones

Freelance Bookkeeper

“Tax advisory is a complicated sector. FigsFlow simplified the pricing for this and improved my margins.”

James Wilson

James Wilson

Tax Adviser

Simplify Your Workflow!

Let our reminders do the heavy lifting. Automate, organise and focus on what truly matters.

Figsflow for Large-Scale Proposal Projects