Help Center

Automated Scheduling and SMS Text Reminders for Wealthbox

GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders […]

Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar

introducing GReminders direct integration with redtail CRM and calendar if you’re a financial advisor who meets one-on-one with clients in your office or remotely using Zoom go to meeting WebEx Google meet or other popular meeting apps or you gather a team of colleagues together for meetings or invite prospects and clients to group events […]