Customer Relationship and MarketingPurpose
1.2. Coverage: Notifies customers about overdue invoices, provides payment links, tracks responses, and schedules follow-ups, supporting diverse message channels for optimal reach.
1.3. Scope: Systematically engages buyers with personalized reminders via email, SMS, WhatsApp, phone, or in-app notifications, leveraging CRM data and sales platforms’ payment status.
Trigger Conditions
2.2. Payment status in POS/ERP marked “Overdue” or “Unpaid.”
2.3. Recurrence: Can be triggered periodically until payment is received or escalated.
2.4. Customer tags (e.g., “church bulk,” “individual,” “school buyer”) can specify tailored reminders flow.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Send SMS via Programmable Messaging API; configure automated trigger based on overdue status.
• Sample: Trigger POST to Twilio with invoice and due data; message body personalized with customer name.
3.2. SendGrid Email
• Feature/Setting: Email API for automated templated reminders; API supports variables like due date, amount, link.
• Sample: POST to /mail/send with template_id and dynamic template data sourced from CRM.
3.3. Outlook 365
• Feature/Setting: Automate outgoing emails via Mail.SendGraph API; schedule based on payment events.
• Sample: Configure automated flows to send payment reminders from business accounts.
3.4. Gmail
• Feature/Setting: Automated email delivery using Gmail API; draft, send, and track reminders.
• Sample: Create email drafts with overdue details and send via API on trigger.
3.5. WhatsApp Business API
• Feature/Setting: Send templated reminder messages; supports media and quick-action links.
• Sample: Setup message template with payment link, push notification to user via contact lookup.
3.6. Slack
• Feature/Setting: Notify staff or sales team in dedicated channels upon sending automated reminders to customers.
• Sample: Post overdue alert to #finance channel using Slack API.
3.7. Microsoft Teams
• Feature/Setting: Automated team alerts for overdue cases using Teams Bot API.
• Sample: Bot posts notification in accounting team space when reminder is triggered.
3.8. HubSpot
• Feature/Setting: Workflow Automation—trigger reminders and log a timeline activity for overdue accounts.
• Sample: Set automated workflow to send email/SMS and update CRM status.
3.9. Salesforce
• Feature/Setting: Process Builder/Flow to send reminders, log activity, and schedule escalations.
• Sample: Automated email sent on overdue status update and task assigned if unpaid after X days.
3.10. Zoho CRM
• Feature/Setting: Workflow automation for overdue invoices—email or SMS reminder, activity log.
• Sample: Trigger workflow for “Overdue” status to send multi-channel reminders.
3.11. QuickBooks
• Feature/Setting: Automated email reminders from invoice module; schedule with customizable intervals.
• Sample: Enable automatic reminders in sales settings for overdue invoices.
3.12. Xero
• Feature/Setting: Invoice reminders automation; timing and frequency can be configured per client segment.
• Sample: Set automated reminders at 3, 7, and 14 days post due date in invoice settings.
3.13. Stripe
• Feature/Setting: Automated email for unpaid invoices; webhook triggers for custom flows.
• Sample: Configure payment reminder email in Stripe Billing settings.
3.14. PayPal
• Feature/Setting: Automated reminders for outstanding invoices sent via PayPal’s API.
• Sample: POST to /v2/invoicing/invoices/{invoice_id}/remind.
3.15. Pipedrive
• Feature/Setting: Workflow Automation for overdue deals—triggers email reminders, logs activity.
• Sample: Trigger email to client when deal “invoice” is overdue.
3.16. Mailgun
• Feature/Setting: API-based automated emails, supports bulk reminders and tracking.
• Sample: Use /messages endpoint to send reminders on overdue trigger.
3.17. Freshbooks
• Feature/Setting: Automated invoice reminder emails; set frequency and content.
• Sample: Enable reminder schedules in invoice settings section.
3.18. Monday.com
• Feature/Setting: Automate notification or email to responsible team/person for overdue payment.
• Sample: Integrate board automation to trigger reminders using in-app recipe.
3.19. Airtable
• Feature/Setting: Automate reminders using scripting or external automators; track overdue records.
• Sample: Script runs at intervals, finds overdue entries, triggers messaging flow.
3.20. Shopify
• Feature/Setting: Use Flow app to trigger email/SMS for unpaid orders.
• Sample: Automated email or notification on order payment status “Unpaid” after n days.
3.21. Zendesk Sell
• Feature/Setting: Workflow automation sends reminders to customers, logs activities.
• Sample: Automated triggers for overdue invoices fire email to contact.
3.22. ActiveCampaign
• Feature/Setting: Automated campaigns for overdue accounts—multichannel, sequenced reminders.
• Sample: Triggers automated series on overdue tag application in contact profile.
Benefits
4.2. Automates timely communication using diversified channels, maximizing reach and payment rates.
4.3. Automates escalation and tracking, improving internal accountability and customer experience.
4.4. Automates record-keeping, keeping audit trails and analytics for continual process improvement.
4.5. Automator approach enhances cash flow, minimizes bad debt, and automates customer retention strategies for a Christian book store.