GReminders allows you to ask Custom Questions when clients or prospects schedule appointments through your Event Types. This powerful feature enables you to gather important details directly at the time of booking, while integrating seamlessly with your reminders and calendar events. One common use case is capturing potential changes to client information, such as a […]
The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria pulled directly from your connected CRM (e.g., Redtail, Wealthbox, Salesforce, etc.). By sending a personalized booking link tied to your Event Type, clients can self-schedule at their convenience—streamlining your review process. The key to success […]
As 2025 comes to a close, we want to thank our customers for making this a truly defining year for GReminders. Your trust and partnership fueled everything we built—from major AI advancements to expanded integrations, approvals, and industry recognition. Together, we stayed focused on one mission: helping advisors work smarter, serve clients better, and reclaim […]
Yes, I know, nobody likes change, especially when it comes to User Interfaces. Last Time Tesla changed the UI I couldn’t even figure out how to turn on the Radio. But like all things that are in a constant state of growth we need to step back every year or two and ask if things […]
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) […]
GReminders lets you leverage your contacts in CRM to automate a variety of emails/SMS notifications to Clients around various actions. Common use cases include: These “lists” require us to “filter” the contacts we want to send to. Contacts in a certain status, category, tag group etc…. Often this criteria includes “Date” Fields. Here we will […]
Data Classification in any CRM is HIGHLY underrated! Here we will discuss the nuances of data classification in Redtail CRM specifically around Activity Types, Activity Categories, Contact UDFs, and Tag Groups. Three Reasons to Classify Data This best practice guide delves into effective classification strategies that help YOU get more out of your systems you […]
Looking back on 2024, GReminders has had an extraordinary year filled with remarkable achievements and innovations. From a fresh new look and expanded CRM integrations to earning prestigious industry recognition, introducing cutting-edge capabilities, and growing our talented team, we’ve made significant strides in enhancing our platform and serving our valued users. Join us in celebrating […]
GReminders: A single solution for the meeting lifecycle Meetings begin with scheduling and offering multiple ways for prospects and clients to get on your calendar. The GReminders sidebar extension is just a click away and offers a variety of ways to share meeting links, schedule for clients, or create one-off events on the fly for […]
GReminders can be used to easily remind your staff, team, contractors, or employees using sms or text reminders to show up to scheduled meetings. There are a few ways that this can be done, you can simply put your staff’s phone number in the event on your calendar and it will send them a reminder […]
