Clienteling & CRM
Birthday & Anniversary Milestones
Any date you capture becomes a recurring milestone that fires a reminder ahead of time — the engine behind repeat sales.
Any date you capture — a birthday, an anniversary, the day someone bought their first watch — becomes a recurring annual milestone that materializes each year and fires a reminder or task ahead of time. It turns the personal dates in a client file into automated, perfectly-timed outreach moments, the quiet engine behind repeat luxury sales.
More in Clienteling & CRM
Build-Your-Own Customer Card
Design your own client record with unlimited custom fields — ring size, preferred brands, anniversaries — no engineering required.
Learn moreThe 360° Customer Timeline
One chronological history per client — every appointment, purchase, message, repair and order, visibility-aware.
Learn moreThe Live Board — Open Work at a Glance
A real-time panel of every open thread on a client, attaching and detaching itself as statuses change.
Learn more