How They Trigger, Why They Matter & How You Control Them

GuestPostCRM doesn’t just manage emails.
It manages business intent — and every deal inside your CRM represents potential revenue waiting to happen.



But many agencies forget about deals after creating them:


  • Leads get distracted

  • Buyers delay

  • Negotiations become silent

  • Deals expire before the first order

  • Opportunities fade away

To prevent this, GuestPostCRM uses an automatic Deal Reminder System specifically designed to push inactive leads into taking action.

Here’s everything you need to know.


What Is a Deal Reminder in GuestPostCRM?


A Deal Reminder is an automated nudge sent to the customer only when a deal is created but no order has been placed yet.

This reminder is not about payment.
It’s about activating the deal.

GuestPostCRM uses Deal Reminders to:


  • Remind customers to place their first order

  • Re-open conversations where buyers went silent

  • Push inactive deals forward

  • Increase conversions

  • Prevent dead leads

It acts as a gentle form of sales pressure — enough to revive the deal without feeling aggressive.


How Deal Reminders Trigger Automatically


The logic behind Deal Reminders is extremely simple and intelligent:

✔ Condition 1 — A Deal Was Created

A negotiation or agreement exists.

✔ Condition 2 — No Order Has Been Created

The buyer has not taken the next step.

✔ Condition 3 — Deal Age > 2 Weeks

If the deal is older than 14 days without any order…

→ Deal Reminder triggers automatically.

This reminder is designed to politely remind the buyer that:

“Your deal has been pending for two weeks. If you’re ready, feel free to place your first order.”

It’s not pushy.
It’s not aggressive.
It is a calculated pressure message that often converts silent buyers.


Deal Expiry Plays a Role Too


Every deal in GPC has:

⏳ A 3-month expiry date.

This helps maintain a healthy pipeline.

Deal Reminders help prevent deals from dying by reminding the buyer early — long before expiry.

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If the deal still doesn't convert after reminders, it may expire quietly based on your workflow.


What Does the Deal Reminder Actually Do?


The reminder:

  • Reopens communication

  • Mentions that the deal has been pending

  • Encourages the customer to place their order

  • Protects your pipeline from going cold

  • Moves silent leads into action

This increases deal conversion dramatically, especially for agencies closing high volumes of placements.


Can Deal Reminders Be Cancelled or Controlled?


✔ YES — You Have Full Control.

Deal reminders can be:


1. Automatically Cancelled When an Order Is Created


The moment the customer places their first order:

  • Deal reminder flow stops

  • No further reminders will be sent

  • The deal becomes active

  • Reminder logic resets entirely

The system is intelligent enough not to bother customers who already responded.


2. Manually Cancelled by Staff


If you don’t want reminders to fire for a specific deal, you can:

  • Disable them

  • Pause them

  • Stop the reminder flow entirely

Sometimes you don’t want to pressure the customer — you’re fully in control.


3. You Can Also Send a Reminder Manually


Every deal has a “Send Reminder” button.

This allows you to:

Nudge the customer instantly

  • Send additional reminders

  • Follow up manually without waiting 2 weeks

  • Push negotiation when needed

Perfect for urgent deals or high-value buyers.


Why Deal Reminders Are Crucial


Because without them:

  • Buyers forget

  • Deals go silent

  • Leads cool down

  • Negotiations lose energy

  • Sales drop

  • Pipeline becomes messy

With Deal Reminders:

✔ Deals stay warm

✔ Customers return

✔ First orders happen faster

✔ You recover silent opportunities

✔ You maximize revenue without manual effort

GuestPostCRM becomes your silent salesperson.


Final Summary


Deal Reminders in GuestPostCRM:


Event Result 
Deal created Timer starts 
No order placed CRM waits 14 days 
Deal age > 2 weeks Deal Reminder triggers 
First order placed Reminder flow automatically stops 
Manual control Reminders can be cancelled or sent immediately 
Deal expiry All deals expire in 3 months unless acted upon 

Deal Reminders keep your pipeline alive, push silent leads back into action, and ensure deals convert into orders instead of disappearing.

GuestPostCRM doesn’t just manage deals — it protects them.


Related Posts:

How Payment Reminders Are Automatically Cancelled in GuestPostCRM