CRM & Engagement

Relationships drive renewals and referrals. The CRM Dashboard makes sure you never drop the ball on a touchpoint, and turns "I should message my clients" into a one-click action.

It's organized into three tabs.

1. Birthdays

Everyone in your book with a birthday this month, in one list. Each has an editable WhatsApp message template with a {name} placeholder that fills in automatically, and there's a Send All Birthday Greetings button that opens WhatsApp for each client in turn (with a short delay between each so it doesn't fire them all at once).

2. Festive

Broadcast a festive greeting to a chosen group of clients, filtered by race (Chinese, Malay, Indian, or Others — set on each client's record) so the message you send actually fits the occasion. You can attach an e-card image to the message, but note it isn't sent automatically with the WhatsApp message — you'll need to paste it in yourself once the chat opens.

3. Reviews

Every client whose policy review is coming due, based on the review frequency you set on their record. This is your worklist for "who do I need to book a review with this month."

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Like Birthdays, both the Festive and Reviews tabs use editable WhatsApp templates with the same {name} placeholder, so you can tune the wording once and reuse it every month.

Skandage Tip: Review frequency is set per client, not globally — a HNW client you see quarterly and a term-only client you see annually can both be tracked accurately from the same Reviews tab.