Automate Delight for Your Best Customers
Auto-send thank-you gifts to VIP clients
Build unbreakable loyalty with timely, personalized gifts. Our agent automatically sends branded gifts or vouchers to your top-tier clients based on milestones, deal value, or special occasions.
See it in action
Auto-send VIP clients
The Impersonal Relationship
You want to show appreciation to your best customers, but the process is manual and often forgotten. Generic, mass-marketed gifts lack personal touch, and the effort to coordinate a meaningful gesture for each VIP client is too high.
Deal value with AI
Key Features
Trigger-Based Gifting Automation
Set up triggers based on CRM data, such as “Deal value > $50k” or “Customer Anniversary Date.”
Integration with Gifting Platforms
The agent connects to popular corporate gifting platforms to automatically send e-gift cards, branded merchandise, or other gifts from your pre-approved catalog.
Personalized Gift Messaging
The agent can use AI to generate a personalized “Thank You” note to accompany the gift, referencing details from the CRM to make the gesture feel unique and thoughtful.
Use Cases
Use-Cases for Auto-send message
Enterprise SaaS Company
Set up an automated gift to be sent after every deal over $100k was signed, which they credited for securing several multi-year renewals.
Financial Advisory Firm
Sent automated, personalized gifts on their top clients’ one-year anniversary, leading to a significant increase in client referrals.
Marketing Agency
Sent a surprise coffee e-gift card to their main point of contact at a client after a particularly successful campaign launch, strengthening the relationship and leading to a larger retainer.
More Agent Template
Remind sales reps to call leads
Sends reminders to call leads at times with highest engagement potential.
Pipeline health scorecard
Scores pipeline health across stages, velocity, and conversion rates.
Recommend upsell opportunities
Identifies cross-sell and upsell potential based on lead behavior and product fit.
Partnership opportunity detection
Identifies potential partners based on lead data, industry, and mutual fit.
Appointment reminders
Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.
Data Enrichment Bot
Adds missing data using public and private sources like LinkedIn, Clearbit, etc.
Customer Feedback Analyzer
Analyzes customer feedback to identify trends, issues, and improvement areas.
Predictive staffing needs
Predicts staffing needs based on pipeline, workload, and seasonal trends.
Top-tier clients
Value Proposition
Increase customer loyalty and reduce churn.
Create powerful “wow” moments for your VIPs.
Drive referrals and word-of-mouth marketing.
Automate a high-touch gesture without the manual effort.
FAQ
Pre-fund an account with the gifting platform; the agent charges against that balance as gifts are triggered by rules or events (e.g., deal won).
Yes. Configure daily, monthly, team-level, and per-gift caps, plus alerts for threshold breaches to maintain spend governance.
Varies by provider, but typically includes e-gift cards, branded merchandise, care packages, and food and beverage options; digital-only catalogs can also be enforced.
Yes. Enable an approval step so a manager reviews the gift, message, and amount before the agent completes the send.
The gifting platform sends a secure link to the recipient to collect their preferred address and delivery details, keeping sensitive data out of internal systems.
Automate with AI
Start your free trial today.
Automate the “wow” factor. Build loyalty with your best customers through thoughtful, automated gifting. Activate your Gifting Bot now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
