Our Features
Everything you need. Nothing you don't.
Remindly is built to be simple and powerful, focusing on the core task of getting you paid on time, every time.
Automate
Automatic Email Sender for Renewals
Stop setting calendar alerts. Just assign a service and a reminder date. Our system automatically sends your chosen email template to your client, ensuring they're notified on the exact day you specified.
- Set & Forget.
- The cron job checks daily, so you never miss a date.
- Custom Templates.
- Assign different email templates for different services or clients.
Professional
PDF Invoice & Receipt Generation
Automatically generate and link professional, branded PDF invoices with your reminder emails. When you approve a payment, a beautiful PDF receipt is generated and sent to your client.
- Custom Branding.
- Add your logo, company details, and a custom theme color in the settings.
- Full History.
- Access a complete history of every invoice and receipt generated in the "Documents" tab.
Organize
Client Renewal Management Tool
See all your client assignments in one place. The Renewals dashboard shows you exactly who has paid, who is pending, and who is expiring soon. No more guessing.
- At-a-Glance Dashboard.
- See total clients, active services, and pending renewals instantly.
- Simple Statuses.
- Track clients as they move from 'Active' to 'Pending Renewal' to 'Pending Admin Review' and back to 'Active'.