Upcoming Birthdays Feature: Build Stronger Client Relationships – effi

Our new Upcoming Birthdays feature helps brokers connect with clients on a more personal level by keeping track of birthdays directly from your homepage. With quick access to client details and actions, you can easily send greetings, create notes, or schedule follow-up tasks.

Note: This feature is currently in limited release. If you’d like it enabled in your environment, please contact our team at support@effi.com.au

Where to Find It

Go to your Homepage.
Look for the Leads Table and Upcoming Birthdays tab, which lists all leads with birthdays happening today or within the next 7 days.
The list includes the client’s name and age for quick reference.

How It Works

1. Viewing the Client Record

Click the client’s name to open their lead record directly.

2. Available Quick Action Buttons

Next to each client, you’ll see action buttons:

Chat/Message Icon—Opens the client record and automatically lets you send an SMS or email.
Send Icon—Opens the lead and lets you create a note or task for yourself or your team.

Friendly reminder:
If you create a note, there’s no need to set a due date.
If you create a task, make sure to set a deadline so it aappers on your workflow as a task.

Best Practices

Use the Upcoming Birthdays list as a touchpoint to strengthen relationships and improve client engagement.

Keep notes or tasks brief but personal, mentioning the client’s milestone to add value.

🎥 Here's a quick feature walkthrough video!

Availability

This feature is not yet live for all clients. If you’d like to have it enabled on your platform, please contact our support team.