Cisco Webex Meetings was one of the first Web Conferencing Services (founded in 1995), it was acquired in 2007 by Cisco and has continued to grow. Cisco’s Webex today is a leader in the Web Conferencing space. GReminders automates Meeting Scheduling with your customers and clients and now allows Cisco Webex Meetings to be automatically […]
GReminders allows you to schedule follow-up reminders that trigger up to 3 years following an appointment. Using Follow-up reminders could help you grow your business in various ways. Reminding Clients to Schedule a Follow-up Appointment While meeting with a client, let them know that they’ll receive a text message with a link to your scheduling […]
Would you like to have clients share documents or files with you prior to your scheduled meetings? Using Dropbox with GReminders’ scheduling app gives you this option. There are two ways you can use the Dropbox File Request feature with GReminders: 1) You can link directly to the Dropbox File Request feature when clients schedule […]
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 […]
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 […]
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 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 […]
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 […]
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 […]
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 […]
