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) […]
GReminders lets you leverage your contacts in CRM to automate a variety of emails/SMS notifications to Clients around various actions. Common use cases include: These “lists” require us to “filter” the contacts we want to send to. Contacts in a certain status, category, tag group etc…. Often this criteria includes “Date” Fields. Here we will […]
Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]
In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]
