Expiration Reminder

About Expiration Reminder

Expiration Reminder helps keep organizations compliant by automatically tracking expiration dates for employee certifications, contracts, licenses, insurance, and more. Users are able to manage upcoming renewals in one centralized place, and set reminders and follow up alerts for items that are about to expire. Businesses can provide their employees with their own login for self maintenance and management of items.

Expiration Reminder helps users set up expiration dates through guided processes for adding categories, contacts and employees. Contacts and expiration dates can be imported via an excel spreadsheet or CSV file, and users are sent an invite via email once they are added to the system. All configured users (employees, customers, vendors, etc.) will receive automated reminders and be notified via email or mobile alerts when an expiration date is about to be past due. Notifications regarding follow ups or items which are already past due are also included in mobile alerts.

The calendar view allows users to view expirations and renewals by month, week or day, and filter by categories or contacts for quick retrieval. Users are able to edit expiration dates, add new ones, attach related documents, and more. Items may be renewed after a specific number of days, or the exact day after a month or year.

Custom fields allow users to track the information that is relevant to their business such as job titles, addresses, pay grades, and more. Employees are able to login to manage their expiration dates and track their information within Expiration Reminder, as well as add, edit or delete any expiration items. The platform supports expiration reminders for file formats including Word, PDF, Excel, Numbers, Pages, and various other file types.

Pricing starting from:

US$49.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Expiration Reminder

  • Expiration Reminder's overview dashboard gives users a snapshot of the expirations which are about to expire, at a glance.

  • Save category templates in order to quickly categorize expirations and documents, and filter by category or contact to quickly access and view details about any item.

  • Unlimited email and SMS reminders are sent to contacts to follow up for any further actions that may be required.

  • Empower employees to self-manage expiration dates and track information by providing their own Expiration Reminder login, allowing users to provide feedback and update expiration dates themselves.

  • Make sure that everything is up to date with past due reminders which are automatically sent out in the necessary time frames as configured.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Argentina, Australia, Bolivia, Brazil, Canada and 14 others

    Supported Languages

    English

    Pricing starting from:

    US$49.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Expiration Reminder Software - View expiration calendars at a glance via the dashboard, and get quick access to categories, status updates, and recent events
    Expiration Reminder Software - Manage various types of renewals in one centralized place
    Expiration Reminder Software - With mobile reminders, contacts get notifications about renewals 24/7 right in the palm of their hands
    View 4 more
    Expiration Reminder video
    Expiration Reminder Software - View expiration calendars at a glance via the dashboard, and get quick access to categories, status updates, and recent events
    Expiration Reminder Software - Manage various types of renewals in one centralized place
    Expiration Reminder Software - With mobile reminders, contacts get notifications about renewals 24/7 right in the palm of their hands

    Features

    Total features of Expiration Reminder: 79

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Application Management
    • Approval Process Control
    • Approval Workflow
    • Audit Management
    • Audit Trail
    • Calendar Management
    • Certificate Repository
    • Certification Expiry Tracking
    • Certification Management
    • Commenting/Notes
    • Completion Tracking
    • Compliance Management
    • Compliance Tracking
    • Contact Management Software
    • Contract/License Management
    • Contractor Database
    • Credential Management
    • Customizable Branding
    • Customizable Fields
    • Customizable Reports
    • Data Extraction Software
    • Data Import/Export
    • Data Verification
    • Deadline Management
    • Document Automation
    • Document Capture
    • Document Classification
    • Document Management Software
    • Document Review
    • Document Storage
    • Email Management Software
    • Email Reminders
    • Employee Database
    • Employee Profiles
    • Expiration Management
    • File Conversion
    • File Sharing Software
    • HIPAA Compliant
    • Invoice Management
    • Job Management
    • Learning Paths/Tracks
    • License Verification
    • Mobile App
    • Monitoring
    • Multiple Projects
    • Online Applications
    • Progress Tracking
    • Project Tracking Software
    • Qualification Tracking
    • Real Time Reporting
    • Real-Time Notifications
    • Real-Time Updates
    • Reminders
    • Renewal Management
    • Reporting & Statistics
    • Role-Based Permissions
    • SMS Reminders
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Self Service Portal
    • Single Sign On Software
    • Status Tracking
    • Subcontractor Management
    • Supplier Management
    • Tagging
    • Task Management Software
    • Team Collaboration
    • Third-Party Integrations
    • Training Management
    • Two-Factor Authentication
    • User Management
    • Version Control
    • Workflow Management Software

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    Reviews

    Overall rating

    4.6 /5
    (17)
    Value for Money
    4.6/5
    Features
    4.6/5
    Ease of Use
    4.4/5
    Customer Support Software
    4.7/5

    Already have Expiration Reminder?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 17
    Verified Reviewer
    Overall rating
    • Industry: Oil & Energy
    • Company size: 10,000+ Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Exactly What We Needed

    Reviewed on 2018-09-04

    Overall, this is exactly the service we were looking for and the business as a whole has been very...

    Overall, this is exactly the service we were looking for and the business as a whole has been very happy with its performance. Thank you.

    Pros

    This software is amazing. It is so user friendly, everything is clickable making navigation a total dream. The price is very reasonable. I can't believe we hadn't implemented this sooner.

    Cons

    There are a few small glitches. For example, with the email reminders in the tickets, it offers to delete down to one reminder, but upon saving, it automatically generates back up to 4 with the new reminders saving as default templates again. I've improvised by changing 2 reminders to the timing that suits our needs and made the other two that don't seem to delete simply a 0 days / default email. I'm not sure yet if this will still email on 0 days or not.
    I also wish that there was one more level of admin. Currently I am the main admin and then the only other admin level is team admin... but a site admin for locations would be really helpful. Our company has many tiers.

    Jessica
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    User Friendly

    Reviewed on 2022-11-08

    Easy, customer service is really helpful. The software is very user friendly and it is east to...

    Easy, customer service is really helpful. The software is very user friendly and it is east to navigate.

    Pros

    I have been using expiration reminder for several years and love it. I love the home screen of the portal. It shows you the all the documents that are current, notifying you of expiration soon and how many are expired. It also shows you a forecast of the whole year and upcoming year of files that expire on a specific month.

    Cons

    I can not upload all documents into the portal for other team members to view.

    Alternatives Considered

    monday.com

    Reasons for Switching to Expiration Reminder

    Easier to use and the the information that was provided right on the homescreen of the website.
    Karen
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 2–10 Employees
    • Used for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 5.0 /10

    Starting a program to facilitate business expiratory needs.

    Reviewed on 2019-12-31

    No more expired certifications. Consequently compliant with state requirements.

    No more expired certifications. Consequently compliant with state requirements.

    Pros

    This is a day habilitation agency for special needs adults
    Training and certifications are critical for welfare of clients and state certification
    It has been stressful trying to track expiration dates. Even though we only have seven employees there is a certification due monthly. The early notifications are FANTASTIC . Scheduling for tests and classes is now timely and staff is up to date.

    Cons

    I have a hard time understanding the tutorial narrator.
    I am still fumbling with updating expiration dates.
    I am not able to spend time to learn all the features.

    Sterling
    Overall rating
    • Industry: Education Management
    • Company size: 501–1,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    No More worry About Renewal Timing of Any Software Licence

    Reviewed on 2019-11-29

    As I am a busy professional, and I need to depend on many software licenses to execute my tasks, I...

    As I am a busy professional, and I need to depend on many software licenses to execute my tasks, I must extremely depend on Expiration reminder software because it reminds me in advance when to renew. Importantly, if any feature of the running software in our PCs' got blocked due to non-renewal, my team may not be able to deliver the output to our clients on time; therefore I believe Expiration reminder software is a lifesaver option. My recommendation for people who have some license, never reluctant to purchase this, as it can ensure your organization survives in this competitive business world.

    Pros

    Quite helpful software as it automatically sending reminders and notification to renew the other licensed software running in my institute. Since I am into an area where I need to deal with numerous software, this great tool saves mine and our staff invaluable time to renew the licenses. Another ultimate feature is peer connectivity to the same tool. For example, in case things not occurring at one point of contact, the rest of the team members who have access to the software can take the initiative by logging in. Last but not least central dashboard gives a complete spectrum about the whole expiration and licenses renewal dates, hence allow the institute to operate flawlessly.

    Cons

    I hardly found any negative points about this software because the developers have exactly understood the comprehensive requirement of the customer and executed this perfect software. I was reported by my colleagues who have the same access to this software that Mobile application got crashed when they were opening the app trough phone but it was back to normal; therefore, I believe this is either a phone update issue or the creators' have updated the software. Overall, no issues.

    Nick
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 8.0 /10

    Expiration Reminder Review

    Reviewed on 2020-06-08

    My entire job for the past month or so has been implementing this product for my company and our...

    My entire job for the past month or so has been implementing this product for my company and our clients, which, as I note in the "cons" section of the review, is a bit more tedious than I think it needs to be. As I've ascended the initial learning curve, though, the workflow has become a bit quicker and more streamlined, and I can tell that once we are over the initial hump of implementation, the software will be a great asset that will become much easier to deal with.

    Pros

    One of the features of the product that truly sets it apart are the ability to attach primary source files to expiration notifications. This allows the user to easily go into the item in question and see the whole context surrounding the expiration, such as renewal terms. The other most useful feature was the very clear and concise visual layout of the dashboard, allowing the user to get a quick and easy rundown of the state of all their expirations and allows them to easily find and navigate to ones that need immediate attention.

    Cons

    Since there are so many different items to deal with for each expiration spread out across several different screens, it can be difficult to get expirations to behave exactly the way you want them to without some initial trial and error. The design is also not very well optimized for entering multiple expiration items in one sitting - it seems designed to be used to enter one item at a time as they arise, making it difficult and tedious to integrate into an already-existing system.

    Showing 5 reviews of 17 Read all reviews

    Expiration Reminder FAQs

    Below are some frequently asked questions for Expiration Reminder.

    Expiration Reminder offers the following pricing plans:

    • Starting from: US$49.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Starting at $39 per month for 1,000 expirations

    Expiration Reminder has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Expiration Reminder supports the following languages:

    English

    Expiration Reminder supports the following devices:

    Android (Mobile), iPhone (Mobile)

    Expiration Reminder integrates with the following applications:

    Asana, BambooHR, Microsoft Outlook, Paylocity, Pipedrive, QuickBooks, Slack, Trello, Xero, Zapier

    Expiration Reminder offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

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