For independent professionals
Stay remembered by every client without the admin
Your business runs on relationships. Peoplewisher remembers each client's birthday, home-iversary or policy anniversary, writes a note that sounds like you and sends it from your own WhatsApp number or email, so it feels personal because it is.
- Free to start
- No credit card
- Ready in 3 minutes
What you can celebrate
- Client birthdays
- Home-iversaries
- Policy anniversaries
- Client anniversaries
- Holidays
- Life events
Why it matters
Every person remembered. No extra work.
Recognition only works when it is consistent. Peoplewisher makes sure nobody is missed, without adding work.
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Top of mind between deals
Clients come back to, and refer, the professional who remembered them. Peoplewisher makes sure that is you.
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From you, not a brand
Messages go out from your own WhatsApp number or email address, signed by you, so they read like a personal note.
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Minutes a month, not hours
No sticky notes or calendar alerts. Set it up once and every client date is handled for you.
Who it’s for
Built for the way you work.
The same assistant, tuned to each team’s needs. Here’s how it fits.
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Realtors & mortgage brokers
The home-iversary is the most natural reason to get back in touch with a past buyer.
- Home-iversary messages from each closing date
- Holiday greetings to your whole sphere
- A review or referral request after a happy moment
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Financial advisors & insurance agents
Policy and account anniversaries are natural check-in points that build trust.
- Policy anniversary and client birthday reminders
- Live sync with Salesforce, HubSpot, Zoho or Pipedrive
- Approve every message before it sends
- Send from your own email domain via custom SMTP
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Lawyers, accountants & consultants
Stay warm with clients you only see a few times a year.
- Birthday and client anniversary notes in your voice
- Season's greetings to every client in one campaign
- Contact profiles with full message history
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Coaches, clinics & salons
Doctors, dentists, stylists and coaches build loyalty one appointment at a time.
- Birthday wishes by WhatsApp or SMS
- Optional digital gift card or money gift
- Thank-you with a review link a week later
How it works
Set up in minutes. Runs every year.
Almost nothing to configure. Everything stays under your control.
- 01 Step 1
Connect your client list
Sync HubSpot, Salesforce, Zoho or Pipedrive, or import a CSV, Excel or vCard file. Add closing or policy dates as anniversary dates.
- 02 Step 2
Set your voice and channel
Tell Peoplewisher about your business and tone, then send from your own WhatsApp Business number, Gmail, Outlook or domain.
- 03 Step 3
Approve and let it run
Review upcoming client messages in the schedule view, approve them, and let Peoplewisher send each one on the day.
What you get
Everything you need, nothing to babysit.
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Live CRM sync
HubSpot, Salesforce, Zoho, Pipedrive and Google Sheets stay in sync, so new clients are included automatically.
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Your own WhatsApp number
Send from your WhatsApp Business number with approved templates and click-to-chat.
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Email from your address
Send through your Gmail or Outlook, or custom SMTP from your own domain.
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Custom fields & tags
Store closing or policy dates as anniversaries and tag client types with custom fields.
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Business profile & tone
Your audience, voice and goals shape every message the AI writes for your clients.
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Follow-up campaigns
Add a thank-you with a review link or a referral invite after a client milestone.
Goals
Pick the outcome. Peoplewisher runs the plan.
What is the best way for a realtor or advisor to remember client birthdays?
Use client celebration software that syncs with your CRM. Peoplewisher pulls client dates from HubSpot, Salesforce, Zoho or Pipedrive, writes a personal note in your voice and sends it from your own WhatsApp number or email on the day, so you never rely on memory or calendar alerts.
Can Peoplewisher send home-iversary or policy anniversary messages?
Yes. Add the closing date or policy start date as the client's anniversary date in an Anniversary group, and Peoplewisher celebrates it every year. On each anniversary it sends a message that names the milestone, such as "one year in your new home".
Will clients know the message was automated?
Messages are written uniquely for each client in your tone and sent from your own WhatsApp number or email address, signed by you. You can review and approve every message before it sends, so each one is something you would be happy to have written yourself.
Can I ask for referrals or reviews with Peoplewisher?
Yes. Campaigns can add a follow-up step after a client milestone, such as a thank-you with a review link a week later or a "know someone?" note in your next holiday greeting. See the referrals goal for an example plan.
How is this different from Peoplewisher for businesses?
The businesses page covers teams and companies celebrating customers at scale. This page is for independent professionals and small practices who want client messages to come personally from them, from their own number or inbox.
How much does it cost for a solo professional?
There is a free plan available, so you can start without a card and see your first greetings go out. Paid plans include every feature, and SMS and WhatsApp sends are pay-as-you-go. See pricing for the current plans.
Keep exploring
Related pages.
- For businesses Client and customer celebrations for growing teams. Learn more
- Earn more referrals Turn happy client moments into reviews and introductions. Learn more
- Holiday greetings Branded season's greetings for every client. Learn more
- SMS from your phone Send client texts from your own number with the SMS gateway. Learn more
Get started today
Let Peoplewisher take care of your celebrations.
Tell it who matters once. It remembers, writes, designs and sends, every time, on time.
- Free to start
- No credit card
- Ready in 3 minutes