The Client Documents feature in RISPER CRM helps you securely store, manage, and track important company documents for each client.
It also includes a powerful automatic document expiry reminder system, ensuring timely follow-ups, renewals, and improved client engagement.
This feature is especially useful for compliance, renewals, and upselling opportunities.
Accessing Client Documents
Open Clients from the left-side menu.
Select any client profile.
Inside the client profile, click on the Documents tab.
Note:
This section is strictly for company-related documents of the client.
Adding a Client Document
Inside the Documents tab, click Add File.
Enter the File Name
Example: Trade License, VAT Certificate, Agreement, Passport Copy
Upload the document file.
Select the Effective Date.
Select the Expiry Date according to the document validity.
Click Save.
Once saved, the document will appear in the documents table below.
Documents Listing Table
After adding documents, the table will display:
Document Name
Effective Date
Expiry Date
Remaining Validity Period
Action options
This gives a clear overview of all documents related to the client.
Automatic Document Expiry Reminders
One of the most powerful features of Client Documents is the automatic reminder system.
How Automatic Reminders Work
The system automatically tracks document expiry dates.
30 days before expiry, the system sends a reminder email to the client.
No manual action is required.
Reminder Email Details
The reminder email is:
Sent from your company email
Uses your company logo
Includes your official email signature
Personalized with the client’s name
Example Email Format
Dear Mr. Abdullah,
Hope you are doing well.
The following document is nearing its expiry. Kindly contact us for renewal or proceed with the necessary actions.
Document Details:
Document Name: Trade License
Expiry Date: 30-03-2026
Time Remaining: 30 Days
Best Regards,
Your Company Name
This professional and personalized communication enhances trust and client satisfaction.
Manual / Instant Document Reminders
In addition to automatic reminders, you can also send reminders manually at any time.
Sending Reminder for a Single Document
Select the checkbox next to the required document.
Click Send Reminder.
The reminder email will be sent immediately.
Sending Reminder for Multiple Documents
Use the multi-select checkbox in the table header.
Select all required documents.
Click Send Reminder.
All selected document reminders will be sent instantly.
This is useful when:
Following up urgently
Sending reminders at custom intervals
Notifying clients earlier than the automatic schedule
Business Benefits
Prevents missed renewals
Improves compliance tracking
Builds client trust through proactive follow-ups
Creates upselling and renewal opportunities
Saves manual follow-up time
This feature clearly shows your commitment to managing client documentation professionally.
Document Reports
RISPER CRM also provides a Documents Report for better visibility.
Accessing Document Reports
Go to Reports from the left-side menu.
Open Documents Report.
What You Can See in Reports
All expiring documents across all clients
Document names and expiry dates
Time remaining for renewal
Client-wise document status
This helps management and teams plan renewals and follow-ups effectively.
Summary
With Client Documents in RISPER CRM, you can:
Store and manage all client company documents
Track effective and expiry dates
Send automated and manual reminders
Improve client retention and upselling
Monitor expiring documents through reports
This ensures nothing is missed and all document renewals are handled on time.