What the Birthday Manager will do for you

Wishing your contacts a happy birthday is a simple but effective way to show care and attentiveness, and can contribute to building stronger relationships. But the more contacts you have, the more likely you are to miss a birthday every now and then.

The Birthday Manager ensures you’ll never miss a birthday again. You can send automated birthday emails using our default template, or by customizing your own birthday greeting. Just enter your contact’s birthday on their account summary and the Birthday Manager will do the rest!

The Birthday Manager is a Microsoft Dynamics 365 birthday add-on available to OnTrack CRM Adoption System subscribers.