In the wake of another remarkable year for GReminders, our heartfelt appreciation goes out to you—our users, partners, and collaborators—who are the driving force behind our success. This year’s achievements wouldn’t have been possible without your unwavering support
In a pivotal moment October of 2022, we unveiled our integration with two major CRMs in the Financial Services domain (Redtail and Wealthbox), a strategic move expanding our focus beyond healthcare and small business trades to welcome Wealth Advisors #wealthtech.
The ripple effect of this evolution has reshaped the landscape of GReminders, transforming 2023 into a year unlike any other. From participating in conferences and hosting webinars to expanding our team and forging new partnerships, our journey has been a dynamic tapestry of growth and innovation.
G2’s recognition in the Top 100 of Fastest Growing Products is a testament to our collective efforts. Features like Routing Forms, Post-Schedule questions, Custom Domain, Wealthbox Workflow Automation, and Redtail Activity Template Automation have been born out of your invaluable feedback and engagement.
We’re excited to take you along as we keep adding, growing, and changing for the better. As we eagerly anticipate the unfolding of 2024, be prepared to join us on a journey of continual improvement, expansion, and positive change. GReminders is not just finding a seat at tables; we are determined to carve out space across diverse industries.
Stay tuned for the exciting ventures that lie ahead—we have BIG plans for the coming year. Now, let’s take a moment to revisit the significant platform updates and additions that you may have missed throughout this incredible year!
General Releases
Enforce Your Brand with a Custom Domain
To Index Booking Pages for SEO
Block Emails or Domains from Scheduling
Scheduling Recurring Appointments
Archiving and e-Discovery of SMS, Email & Voice Reminders
Add Terms & Conditions or Disclosures to your Scheduling Pages
Restrict Access to Your Calendar Events in GReminders
Enhancing Efficiency with Custom Fields
Post Schedule Questions for Online Scheduling
Multiple Working Hours and Schedules
Text Reminders with Zoom Link Option
Routing based on CRM Record Ownership
Create and Use Custom Meta Fields from your Google or Outlook Calendar
Grouping Events Together for Reminders
Manage Reminder Templates for Your Organization
Manage Event Type Templates for Your Organization
Routing Forms for Automated Online Scheduling
BCC Tool for Archiving & e-Discovery
Let your Customers Choose How They Want to Meet with You
Text Reminders Increase Productivity
Approve Events before Final Booking
Redtail Integration Releases
Automating Activity Templates in Redtail
GReminders Meeting Category and Redtail
Automate Workflows in Redtail CRM
Route Clients to Servicing Advisor in Redtail
Assign Redtail Category When Scheduling Activities Using GReminders
Reschedule Appointments in Redtail Using GReminders
Mapping to User Defined Fields in Redtail
Wealthbox Integration Releases
Automate your Wealthbox Workflows
Mapping to Custom Fields in Wealthbox
Routing to Custom Roles in Wealthbox
And here is a Teaser for whats in store for early 2024:
GReminders Browser Extension (GReminders “CoPilot”) for everyone!
Quick Access to the Actions and Features you use most. Stay tuned for more.
A Big Thank You
As we draw the curtains on this extraordinary chapter of GReminders’ journey, we extend our deepest gratitude to our incredible community of users, partners, and supporters. Your unwavering dedication has been the driving force behind our achievements, making this year one for the books. As we embark on the exciting prospects of 2024, rest assured that GReminders is committed to pushing boundaries, creating spaces, and embracing change.
Thank you for being an integral part of this journey—your feedback, requests, praises, and criticisms have fueled our commitment to delivering a product that truly serves you. Join us in anticipation of what lies ahead, as we continue to add, grow, and evolve. Here’s to a future filled with innovation, collaboration, and even greater accomplishments!
Enjoy the Holidays and Happy New Year!