Multi Advisor Ownership or “Dynamic Teams”

Posted on by Sarah Mitchell

If you have multiple “Owners” / Advisors of a Account / Household and you want to schedule a meeting with all or some of those Advisors/Owners this article is for you. GReminders already supports 1:1 event types and “Fixed” Teams. But if you have “Dynamic Teams” which is to say, different clients have different combinations […]

Client Automation: Redtail Head of Households

Posted on by Adam Woolf

GReminders seamlessly integrates with your Redtail Contacts, empowering you to search and target specific contact lists with precision. This integration is a cornerstone of our Automation (Bulk Send) feature, enabling tasks such as sending automatic Birthday and Anniversary messages, streamlining your client review invitation process, and more. (Click here to learn more about this process) […]

Organization and User Level Connectors for CRM

Posted on by Sarah Mitchell

When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you go to Org Settings > Integrations click through to your CRM you are using and connect it. The “User” you connect with is the “primary” connector that the system will interface with. Meaning that whatever […]