Overview GReminders offers a direct, native integration with Redtail CRM, a leading customer relationship management platform tailored for financial advisors. This integration streamlines scheduling, reminder automation, and data syncing, allowing advisors to save time, reduce no-shows, and enhance client engagement. As a new hire at GReminders, understanding the integration settings is critical to assisting users […]
When you schedule appointments on the Redtail Calendar using GReminders automated scheduling, or you place events directly on your Redtail calendar, you may wish to indicate an Activity Type for each event. GReminders direct integration with Redtail can read Activity Types and not only determine scheduling availability, but trigger specific reminders based on your selection. […]
If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom fields asked during online scheduling with corresponding fields in your CRM. Important customer data is added to your CRM during scheduling and can be used in your appointment reminders. Keep reading to understand how to set up […]
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 […]
If you’re a financial advisor who meets one-on-one with clients—either in your office or remotely using Zoom, GoToMeeting, WebEx, Google Meet, or other popular meeting apps—or if you gather your team for internal meetings or invite prospects and clients to group events or seminars, GReminders will greatly reduce the time you spend scheduling while improving your overall […]
AI features within GReminders are transformational for Financial Services and other Professionals. The more data AI has the more useful it becomes for you as an Assistant. Some examples what we do with Email: Google and GReminders take security very seriously. Please visit the GReminders Security Page and or request our Security Whitepaper from your […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
Learn how to create opportunities within your Redtail or Wealthbox CRM when clients or prospects schedule through GReminders Event Types Redtail CRM Opportunity Tracker: The Opportunity Tracker in Redtail serves as a powerful tool for financial advisors. Its purpose is to help advisors monitor their pipeline, engage with prospects, and ultimately close more business. When […]
If you are a Redtail Customer and you are using its Client Review Feature for Client Review Reminders, you can leverage these fields for automated Scheduling. This means GReminders can Email or SMS your clients to get them to book their next review when their next Client Review is due. You can read more about […]
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 […]
