Your clients remember who remembered them.
Kindly keeps every client, birthday, anniversary and follow-up in one place, then tells you who to reach out to today, and writes the message with you.
2,400 businesses keep their client dates here
Set up your account in three steps
Sarah Johnson
Birthday
Today
Client management, redefined
Client managementis not a pipeline. It is rememberingpeople and the datesthat made them clients.
Reminder sent
From this morning's reminder to a personal message that is sent, logged and visible to your whole team.
1 list
shared by everyone, so nobody sends the same greeting twice.
- Who is celebrating
- Who to write to today
- What the date means
- What you said last year
One shared history
You messaged Eric Johnson
2 hours ago
Template 'Birthday Wishes' used
2 days ago
Added Michael & Lisa Chen
Yesterday
Emma Rodriguez milestone noted
3 days ago
“We stopped keeping a birthday spreadsheet the week we moved in.”
Imani O. · agency owner, 310 clients
Set it up once. It runs
quietly from then on.
Four short steps and your whole client year is built with every date in place, every reminder timed, every message one click from sent.
Bring your list in
Create your list of clients by typing the required inputs into the text field. Names and dates, nothing else.
Keep households together
Add a partner with a relationship and the two become one group with one shared date.
Get told, not reminded
Kindly surfaces who is coming up this week and what the milestone actually means.
Send something they keep
Pick a template, change a line, send by email, SMS or WhatsApp. It logs to their history.
Everything client management actually needs
No pipelines, no deal stages, no fields you will never fill. Just the people you look after and the dates that matter to them.
A calendar of people, not meetings
Every birthday, anniversary and custom milestone on one month grid, colour-coded by type, with the day's detail beside it.
Groups and households
A couple or a family is one client with one shared date, message everyone, or just one person.
Templates that sound like you
Write once per occasion, categorise it, and reuse it with a personal line on top.
One message, one history, whole team
Send by email, SMS or WhatsApp from the same panel. Everything anyone sends is logged against that client, so nobody doubles up.
Plan the birthday, then get paid for it
Build a price for any event straight from the client you're already looking at. Kindly turns it into a proper document with your logo on it and sends it for you.
Reminders before the day
Same day, a day, three days or a week ahead, your choice, per channel.
Staff with the right access
Invite your team members, set permissions, and see exactly who sent what.
If your work depends on people coming back, this is for you
The event ends, but the relationship doesn't have to. A note before their next big day is how you stay the planner they call first.
Start free, pay when your list grows
Every plan keeps your clients, milestones and message history. Move up only when you run out of room.
Starter
Everything you need to stay in touch
- Up to 5 clients
- 3 message templates
- Email reminders
- Birthday and anniversary tracking
Plus
For a growing list and a small team
- Up to 50 clients
- 3 staff seats
- Unlimited templates
- SMS and WhatsApp sending
- Group clients and households
Platinum
For teams who never miss a milestone
- Unlimited clients
- Unlimited staff seats
- Shared templates and approvals
- Custom milestone types
- Priority support
Your next client milestone is
probably this week
Import your list and Kindly will tell you whose it is before it passes.
Create your account