1. Payment reminders
Before, on and after the due date, and they stop when the invoice is paid.
2. Lead routing
Every enquiry is tagged by source and assigned to the right person.
3. Approval nudges
Clients get a reminder when a deliverable waits for their decision.
4. Weekly reports
A Monday summary of work done, money received and what is due.
5. Onboarding checklists
New clients get the same organised start, every time.