Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation. Are you ready?You will be. With AI-generated pre-meeting briefs, you decide what information you want included and how you’d like it organized. Our system gathers the data you need automatically. We’ll pull information from your CRM, including Wealthbox, Salesforce, Redtail, and more. […]
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 […]
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) […]
Welcome to GReminders We save advisors and their assistants hundreds of hours a year by automating the entire meeting lifecycle. What is the Meeting Lifecycle? Here’s a breakdown of the process: How much time does this take? According to a recent survey, advisory offices spend approximately 13.5 hours per client per year on these activities. […]
In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders has recently unveiled its AI Notetaker Templates, a game-changer for professionals who rely on detailed meeting summaries. These customizable templates allow users to tailor their notetaking to different types of meetings, ensuring that all pertinent […]
When someone fails to show up for their meeting, they have wasted your time and ultimately cost you money. If you scheduled the appointment for someone else in your office and the prospect or client didn’t show, it can reflect negatively on you, regardless of who’s really at fault. GReminders automated reminders will reduce the […]
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 […]
Every Business is different and unique. At a high level businesses in one industry are similar, but when you dig down a layer or two you will see many unique aspects to that business. This is also what differentiates one business from its competitors. When you decide to purchase any “System”, there is significant value […]
GReminders Reduces No Shows: it’s one of the core missions of the service. The platform does this quite well via a variety of notifications including SMS, Email and Voice Reminders. And we have heard from thousands of you that it makes a meaningful impact to reduce No Shows by up to 50% or more. All […]
Custom Fields In the past, GReminders exclusively supported custom questions/fields at the “Event Type” level, facilitating the collection of information from clients who made bookings through GReminders and enabling the ability to map to CRM Fields. GReminders now offers the capability not only to write Custom Fields and Questions at the “Event Type” level but […]
