Scheduling Zoom Calls in Redtail

Do you meet with clients using Zoom or other online meeting applications? With GReminders’ Redtail & Zoom integrations, adding a Zoom link to your meetings using our online scheduling is all done for you automatically. If, however, you also schedule appointments manually on your Redtail calendar, and you wish to have a unique Zoom link […]

GReminders is a G2 Best Online Appointment Software Winner

Fall 2022 G2 Grid Reports are out, and GReminders is recognized as a G2’s Best Online Appointment Software Winner. G2, the worlds top software review site, has recognized GReminders with 9 awards, including ranking GReminders #1 in Easiest to Use in the Online Appointment Scheduling Category – beating out large industry leaders such as Calendly […]

Redtail Integration When Using Redtail Calendar

For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule […]

Redtail Integration Setup When You Use Google or Outlook Calendar

For Redtail Integration when using Redtail as your primary calendar, Click Here. We have great news for financial advisors who use Redtail as their CRM! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule events on your Google or Outlook Calendar Writeback Reminders as Notes in […]