This guide will explain how to effectively use the Reminder feature within Vepaar's WhatsApp CRM to stay on top of your customer interactions and ensure timely follow-ups.

Reminders in Vepaar act as digital flags that notify you about upcoming tasks or important information related to your WhatsApp conversations. You can set reminders for various purposes, such as:

• Following up with leads after an initial conversation
• Sending birthday or anniversary greetings to customers
• Scheduling product demos or calls
• Remembering to send pending invoices or quotes and many more..

Set Reminders from the Extension

• Select the contact and click on “Create Reminder” icon.
• Add Title & Description.
• Set the due date of the Reminder & click on create.

Set Reminders from the Web

• Navigate to Reminders under crm.vepaar.com
• Click on "Add new"

• Select the contact for which you want to set reminder
• Add the details and click on "Create"

You will receive notifications in the following ways:

• On the web, via the bell icon present on top right-hand side on every screen
• On the extension, via the bell icon
• As a push notification on the mobile app