Category: Wealthbox Integration

Wealthbox Integration Setup

Posted on by Mark Hill

GReminders integrates directly with Wealthbox CRM and allows you to: Send Personalized SMS Reminders to Wealthbox Contacts Writeback Reminders as Notes Against Wealthbox Contacts Create New Contact Records in Wealthbox when New Contacts Schedule with You To start your free trial of GReminders and integrate to Wealthbox, follow the steps below. The entire setup process […]

Sending Appointment Reminders in Your Client’s Time Zone (using Contact ZIP Code)

Posted on by Mark Hill

This is a feature is currently for Redtail and Wealthbox CRM Users only. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their time zone. GReminders can detect what time zone your clients are in, based on their […]