Send contract reminders
Track upcoming contract renewal and signature deadlines in CRM, classify by urgency, send personalised reminder emails to clients, alert the assigned sales rep via Slack, and log all activity back to the CRM.
How it works
Get reminder window from user
Get contract details from CRM
Review urgency and check notes
Prepare and send email drafts
Share alerts with sales reps
Save activity notes in CRM
Show final summary table
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