AI-Agents for Client Delivery Managers in Client Services working with Brevo
Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
Give clients their project next steps and folder link as work begins.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsStart signed client projects with a welcome and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsRemind owners when client deliverables near their due dates.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 toolsFlag overdue client work for delivery follow-up.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
22 toolsSend client proofs to the named reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 tools
