Customer reminder management

Customer reminder management made simple and easy !

Automatic sending customer reminder

Our sales management modules come with a reminder management system. The system is based on existing dunning levels. Each dunning level has its own reminder template.

Pour en savoir plus :

Avantages of the customer reminder management

An email model is predefined for each reminder level. Combined with the traditionnal sending by mail of the customer reminder, the electronic sending allows to improve your administrative processes and offers you these advantages :

  • Immediate costs savings.
  • Process efficiency increased.
  • Fasters payments.
  • Improvement of the recovery rate.
  • Status monitoring of each outstanding invoice.
  • Environmental care and compliance with standards.


Dunning level management

Our fully automated reminder system has various dunning levels which you can customize. Our reminder system is fully customizable.
Depending on what options you set, a first reminder will be automatically sent after a due payment.

Sending reminders

Depending on what you have set for your customer, a second reminder with a slightly more insisting message will be automatically sent at the time of your choosing if the first one remains unanswered. If the second one remains unanswered, a third one will be sent and so on.

Automatic delivery of customer reminder by email

The function of automatic sending of customer reminder by email is integrated to the commercial management software.

The past due invoices are sent by email after a validation process or thanks to automatic process based on the late payment.
An email template can be defined by reminder level.  The emails sent are recorded in the customer folder.

Automatic delivery of customer reminder by SMS

The function of automatic sending of customer reminder by SMSis integrated to the commercial management software.
The customers can be reminded by SMS for the payment of the past due and validated invoices (validation process of the invoices to be sent). The reminder are automatically sent.
The SMS sent are recorded in the customer folder.

Customer follow-up

For each dunning level, you can see all the customers concerned, the amount of the unpaid bills or remaining amount to be paid (as bills may be partly paid). The due date for each bill and the date of the last reminder are also available. Customers are sorted by type of reminder to be sent.

The amount due and the due date are also available for each bill.
You can print your reminders (PDF format) easily, with a single click.
Once the reminders are printed and checked, you can click the "reminder sent"' button, which will automatically increment the dunning level.

Mis à jour le :

What's new in CRM

  • CRM Geolocation

    CRM Geolocation module : maps, itineraries and geomarketing

    You are on the right way ! Blue note systems provides you with a module for the geolocation of customers’ accounts, contacts and leads registered in your CRM solution. The module works with Google...
  • Subscription management software : Take it easy and relax !

    Subscriptions and recurring billing management solution

    A Subscription and Recurring Billing management solution that enables you to easily process customer contracts and optimize administrative tasks. Our Contract/Subscription module provides you with a...
  • CRM and Slack connector : step up your bubble !

    CRM and Slack connector

    Increase your agility with Slack and your CRM ! The connector between your CRM and Slack allows you to connect the applications in order to increase productivity and improve teams collaboration. ...
  • Digital signature of quotes

    Digital signature of quotes and contracts

    Digital signature, and what if we'd go into high gear ? Sign faster and increase your sales with the digital signature of quotes and contracts ! The solution allows to send automatically by email...

Immediate call-back

Immediate call-back
To prevent automated spam submissions leave this field empty.