For business
Add your customers once. Every birthday gets a card in your brand and your voice, personalized from the notes your team already keeps. Gifts only when you want them, and only within your budget.
Plans from $39/month. Your plan includes digital cards. Gift cards, physical gifts, and shipping are additional.
How it works
01
Import a CSV with column mapping, add people by hand, or load demo customers. Month and day are all you need; birth year is optional. Missing emails, invalid dates and duplicates are flagged before anything is saved.
customers.csv · 3 rows ready, 1 to fix
02
Start from the collection or create an original in Card Studio. Original designs are approved once, then reused. Write one message with First name, Company name and Sender name, and see it rendered for a real customer as you type.
Wishing you a lovely year
Make a wish.
Cheers to your year
Happy birthday, {{first_name}}! …
03
Pick who it applies to, the send time and timezone, and whether to send automatically or wait for review. Gifts stay off unless you turn them on. Pause, skip one birthday, or edit an upcoming send whenever you like.
Send every customer a birthday card at 9:00 AM in the selected timezone. Include a $15 gift card for VIP customers, subject to approval and the monthly gift budget.
Pause any time
04
A few days ahead, upcoming birthdays appear for review. Edit a message, regenerate a suggestion, or approve a batch. Gifts are never bought without an approval.
$15 coffee gift card for Marcus
Gift needs approvalPersonalization Preview
For each upcoming birthday, we suggest a card style, a message and an optional gift, using only the interests, notes and tags on that customer’s profile. Every suggestion shows where it came from, so you can trust it or change it.
Upcoming · in 3 days
Rosa Delgado
Note: “Talks about her tomato beds every time we see her.”
Wishing you a lovely year
Happy birthday, Rosa! Hope this year brings a bumper crop of tomatoes and plenty of sunny mornings in the garden. Warmly, Maya
Optional gift: Windowsill herb garden, $29 + $6.95 shipping. Needs your approval.
Why this suggestion
Brand voice
Choose a voice, share a short writing sample, and list the phrases you love and the ones you’d never say. Every message and suggestion follows it.
Before · generic
Dear valued customer Jordan, happy birthday from all of us at Harbor & Pine Realty! Don't hesitate to reach out if we can help with anything. Enjoy 10% off your next visit!
After · Warm and neighborly
Demo exampleHappy birthday, Jordan! Thinking of you today and hoping the year ahead is a good one. Warmly, Maya at Harbor & Pine Realty
Warm, friendly and personal. Uses first names, short sentences and everyday words. Sounds like a neighbor, never a sales team.
Celebration Planner
The planner reads your customers, schedule and gift rules and turns them into a short to-do list. It’s a set of actions, not a chat window.
“You have 18 birthdays coming up. Twelve cards are ready, four customers need birthday details, and two gift suggestions need approval.”
Example from the demo workspace. Actions open it.
Annual freshness
Each profile keeps last year’s card and message. Next year’s suggestion uses a new design and new wording, and tells you why.
Thinking of you on your day
Wishing you a lovely year
Last year Rosa received Little Wildflowers. This suggestion uses a new design and fresh wording so it doesn't repeat.
Gift budget controls
Set a monthly gift budget per rule. If the next gift would go over it, that gift is held for your review and the card is still delivered on the day. Gifts are priced separately from your plan.
Gift spend this month
$140 of $150
Isaac’s birthday · $15 coffee gift card
This gift would bring the month to $155, over the $150 budget. Approve it anyway, or send the card on its own.
What your customer sees
“A little birthday something from Harbor & Pine Realty”. They tap to open the envelope, the card slides out, and your message is there. No sales prompts before they’ve enjoyed it.
Wishing you a lovely year
For Jordan
Happy birthday, Jordan! Hope the year ahead feels just like home. Warmly, Maya
Plans
Your plan includes digital cards. Gift cards, physical gifts, and shipping are additional.
For small teams who want every customer birthday covered.
$39/month
Up to 100 card sends a month
For growing client lists with VIPs and different audiences.
$79/month
Up to 300 card sends a month
For teams and multi-location businesses.
$149/month
Up to 1,000 card sends a month
Provisional prototype pricing. Plans and limits may change before launch.
FAQ
Straight answers about cards, gifts, pricing and what happens on the day.
Yes. Each automation can send automatically or wait for review. In review, you can preview every card, edit the message, swap the design, skip one birthday, and approve the ones you’re happy with. Gifts can always require approval.
Set up your brand, add customers and choose a card in a guided demo. Or look around a populated workspace first.
Plans from $39/month. Your plan includes digital cards. Gift cards, physical gifts, and shipping are additional.