In the dynamic and ever-evolving realm of financial advising, no two scenarios are identical. The financial advisory landscape is characterized...
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GReminders 'Meeting Category' option does more than organize your event types - it syncs with your Activity Categories in Redtail...
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GReminders partners with Intulse, the cloud-based VoIP phone system that grows with your business. This article takes you through who...
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GReminders is packed with features that will help you schedule meetings with prospects and clients and then ensure they show...
Continue Reading
Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against...
Continue ReadingIn the dynamic and ever-evolving realm of financial advising, no two scenarios are identical. The financial advisory landscape is characterized by perpetual change and occasional disruptions. However, a steadfast constant in this field is the imperative to foster robust client relationships. The methods may shift and adapt, but at the heart of financial advising lies […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
GReminders partners with Intulse, the cloud-based VoIP phone system that grows with your business. This article takes you through who Intulse is, how GReminders integrates with their platform, and how to set up that integration. Who is Intulse? The main idea behind Intulse was sparked when the founders noticed that many businesses are stuck using old phone […]
GReminders is packed with features that will help you schedule meetings with prospects and clients and then ensure they show up by sending email and SMS Reminders! The list below will take you through our entire menu and give you an overview of what you can accomplish with our software. Just click on a menu […]
Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against specific meeting types? GReminders can now launch your workflow templates in Wealthbox depending on your event type criteria. Understanding Wealthbox Workflows Wealthbox workflows keep your team organized and processes streamlined but cannot launch automatically when […]
GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]
GReminders automated online scheduling is an excellent way to allow prospective clients and customers to schedule with you. You can create custom questions and map the answers to CRMs like Redtail, Salesforce, Salesloft and HubSpot. Since a unique variable is created when you create a custom question, you can use the answers in your reminders. […]
By default, GReminders has “Default Working Hours” which can be found here: When creating Event Types or when specifying users on Team Event Types these are the “Default Working Hours” that we will be used to determine your availability. Of course, you can also use Advanced Availability instead of just M-F 9a-5p, and be more […]
Do you give your clients a choice to meet with you in person or on Zoom? You may have thought you would have to set up multiple reminder templates depending on their choice of locations, but GReminders makes it simple to use a single reminder template for both situations. Setting up the Choice of How […]
When clients visits your website, you want to make it easy for them to schedule an appointment with their Servicing Advisor in Redtail. You could always include a routing form that asks them to indicate their advisor, but perhaps they are new and have met with several advisors and you want to make sure they […]
