Peoplewisher for CRM Early access
Your CRM knows every client. Now it celebrates them too.
Connect HubSpot, Salesforce, Zoho CRM or Pipedrive. Peoplewisher reads your contacts and dates, then sends every client a personal birthday wish, an anniversary thank-you and well-timed celebration offers, all automatically.
- HubSpot, Salesforce, Zoho, Pipedrive
- Email, WhatsApp & SMS
- You approve every campaign
All automatic
Run every client celebration automatically.
Connect your CRM once. Peoplewisher turns the dates you already store into campaigns that keep clients close and bring in more business.
- Automatic
Client birthday marketing
A personal wish, a card and an optional perk on every client’s birthday, sent from your team’s name.
- Automatic
Client anniversaries
“Two years together.” A thank-you and a loyalty offer on the day they became a client.
- Automatic
Celebration promotions
Holiday greetings and seasonal offers for every account, segmented by lifecycle stage, owner or tag.
- Automatic
Renewal and upsell moments
Celebrate milestones before a renewal date, so the next conversation starts warm.
- Automatic
VIP gifts
Send a gift to your top accounts automatically on their big days, with you approving the budget.
- Automatic
Referral asks
Happy clients are the best referrals. Follow each celebration with an easy way to introduce a friend.
Celebration promotions
Stay in touch all year, without lifting a finger.
Peoplewisher suggests each moment a few weeks ahead with the message ready. You approve, and every client hears from you at the right time.
-
1 Jan
New Year
A thank-you for the year and a fresh-start offer
-
Their day
Client birthdays
A personal wish from their account manager
-
Their date
Client anniversaries
A loyalty perk to mark the years together
-
Spring
Eid al-Fitr
Eid Mubarak to the clients who celebrate
-
Their date
Business milestones
Congratulations on a launch, award or new office
-
Before renewal
Renewal moments
A celebration of results before the renewal call
-
Autumn
Diwali
Festival greetings to the clients who celebrate
-
December
Holiday season
Season’s greetings and a gift for top accounts
Nothing sends until you approve it. Pause or edit any campaign at any time.
Why it works
Why client celebrations grow revenue.
-
Remembered clients stay
A personal wish on their day shows you care about the person, not just the account.
-
Nothing slips
Every birthday and anniversary in your CRM is covered, even when account managers are busy or leave.
-
Channels clients read
Email for the full card, WhatsApp and SMS for a quick personal note.
-
Warmer renewals and referrals
Clients who feel valued renew, buy more and introduce friends.
The difference
Your client relationships, before and after.
Without Peoplewisher
With Peoplewisher for CRM
-
Birthday fields in the CRM that nobody uses
Every date in your CRM turned into a celebration
-
Account managers set their own reminders, or forget
Every client covered automatically, even when people change roles
-
Generic holiday emails to everyone
Personal greetings and offers by segment, owner or stage
-
Clients only hear from you at renewal time
Warm touchpoints all year, before you ask for anything
-
No record of who was celebrated
A clear history of every wish and offer sent
How it works
Three steps. Then it runs every year.
-
Step 1
Connect your CRM
Link HubSpot, Salesforce, Zoho CRM or Pipedrive. Contacts, birthdays and client-since dates sync in and stay up to date.
-
Step 2
Choose who to celebrate
Use your CRM lists, stages, owners or tags to decide who gets each message and offer.
-
Step 3
Approve and relax
Approve the messages and offers once. Every client celebration after that runs on its own.
Get Peoplewisher for CRM before everyone else.
Early access spots open in small groups. Request yours and we’ll help you set up your first birthday and celebration campaigns.
Want to start before your invite?
Export your contacts from your CRM and import them into Peoplewisher today, or sync new ones with webhooks, Zapier or the API. Client celebrations can be live this week.
Which CRMs does Peoplewisher connect to?
HubSpot, Salesforce, Zoho CRM and Pipedrive are in early access. Using another CRM? Request access and tell us which one, or connect it today with webhooks and the API.
Is Peoplewisher for CRM available now?
It’s in early access. Request access and we’ll invite you as soon as a spot opens. Meanwhile, you can import contacts from your CRM and start celebrating clients today.
What data does Peoplewisher use from my CRM?
Only what celebrations need: names, contact details, birthdays, client-since or anniversary dates, and the lists or tags you choose to use for targeting.
Can messages come from our team instead of a brand?
Yes. Send from your own email address and sign each wish from the account manager, so clients feel it comes from someone they know.
Can we send client gifts?
Yes. Add a gift to any celebration, with a budget you approve. See gifts for how it works.
Will anything send without approval?
No. You approve each campaign and offer first. After that it runs on its own, and you can pause or edit it at any time.
Keep exploring