General Archives - Page 2 of 14 - End to End Meeting Management Platform - SMS Reminders

Practifi CRM Integration Overview

Posted on March 23, 2026March 23, 2026 by Mikayla Wilson

Overview GReminders offers a direct, native integration with Practifi, the Salesforce-based CRM platform designed specifically for financial advisory firms and RIAs. This integration seamlessly connects scheduling, automated reminders (SMS, email, voice), AI-powered meeting intelligence, contact/entity creation, pre/post-meeting automation, and bi-directional data syncing—ensuring every booked meeting becomes structured CRM activity that drives workflows, documentation, and client […]

Text Reminders Increase Productivity

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

As a business professional, you understand the importance of efficient customer service. One of the keys to providing a high level of customer service is making sure your customers show up for their appointments. Unfortunately, customers often forget or miss their appointments due to miscommunication. That’s why text reminders are essential for businesses looking to […]

Can HubSpot Send Text Messages?

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

As a HubSpot user, you want to get the most out of your platform and find ways to maximize your sales productivity. One way to do this is by using GReminders with HubSpot. GReminders is an AI-powered end-to-end meeting management platform designed primarily for professionals like financial advisors that can help you increase sales productivity […]

Meeting Types for Reporting and Notifications

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

Meeting Types have multiple purposes: they can offer high visibility into the performance of your organization AND can be used for Notification Purposes. We will explore all the uses here. Your organization has lots of meetings both internally and with clients and customers. Are you tracking these meetings? Do you know the productivity of your […]

Use GReminders Online Appointment Scheduling with Google Forms

Posted on March 22, 2026March 31, 2026 by Mark Hill

If you have forms you would like your clients to fill out prior to meeting with you, GReminders has a solution to help you expedite the process. When your clients book an appointment with you using your GReminders online appointment scheduling calendar, you can pass their information to 3rd party forms, like Google Forms. Prepopulating […]

GR Sidebar – GReminders Chrome/Edge Extension

Posted on March 21, 2026March 22, 2026 by Jackie Kidwell

Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]

Why can’t the Appointment Reminder SMS messages come from my Mobile Number?

Posted on March 21, 2026March 22, 2026 by Jackie Kidwell

Currently when GReminders, SMS Appointment Reminder Service, sends SMS Messages to your end customers reminding them of upcoming Appointments or follow up messages the number we send from is typically a dedicated phone number associated with your account. If you use MyRepChat, click here to learn how you can send messages via your MyRepChat Account […]

Automated Text Appointment Reminders for Accountants

Posted on March 20, 2026April 1, 2026 by Mark Hill

Do you have clients you meet with on a quarterly, bi-annual, or annual basis? Use automated text appointment reminders to remind your clients when to schedule their next meeting. Since many clients may be scheduling appointments with you at the same time of year, expedite the process by utilizing automated online scheduling from GReminders. In […]

Offer Clients Phone Call Voice Reminders

Posted on March 20, 2026April 1, 2026 by Mark Hill

Note: Voice Reminders are available with any Pro Plan in the United States, Canada, and selected countries. Each message is equal to one SMS credit. To learn if voice call reminders are supported in your country, contact [email protected] Did you know that GReminders allows you to send automated voice reminders to clients? It is one […]

Personalizing SMS Appointment Reminders with Your Client’s Name

Posted on March 20, 2026April 1, 2026 by Mark Hill

If you use GReminders automated online scheduling, integrate GReminders with a CRM such as Salesforce, Hubspot, or SalesLoft, or use GReminders Contact Matching feature, read THIS ARTICLE on personalizing your reminders. We all know how important it can be to add a client’s name to any type of automated or mass correspondence, whether it’s a […]