The Meeting Life Cycle

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 […]

Zoom Meeting Scheduler

GReminders is a Meeting Scheduling and Reminder application that connects to your Google, Outlook or Microsoft Office 365 Calendar. For all you Zoom users out there, you can now automatically schedule Zoom web meetings/calls as part of your scheduling process. GReminders is an approved Scheduling and Appointment Reminder Zoom Application. Installing Zoom into GReminders Go […]

Practifi CRM Integration Overview

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

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 […]