Plan customer reminders with reusable templates
Add customer names and dates, then review each email personally.
Set up a reminder template
Open Pipeline → Reminders → Templates. Owners and admins can create a template with a purpose, reference date label, delay in days, and default teammate. Link a saved email template if useful.
Add customers and dates
Select New reminder, choose your template, and enter a customer name, email, and reference date. Review the calculated reminder date or choose a specific date. On paid plans, Import CSV accepts name,email,date columns and up to 500 rows per import. Review the preview before creating reminders.
Work from Upcoming
Filter by this week, next week, or another period. Select Review email for one customer, personalize the message, and send when ready. Return to complete the reminder. You can reschedule or cancel instead. Creating or importing reminders sends no email.
Free includes 1 active reminder template and 20 pending reminders per workspace. Archiving a template or completing/cancelling a reminder frees a slot. Paid plans include CSV import and no separate reminder cap. Existing records stay available after a downgrade; new records must fit the current plan. Sending still follows your NuvoMail and Resend limits.