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 […]
For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to: Contents Setup Your Free Trial of GReminders If you […]
For Redtail Integration when using Redtail as your primary calendar, Click Here. We have great news for financial advisors who use Redtail as their CRM! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule events on your Google or Outlook Calendar Writeback Reminders as Notes in […]
GReminders is the only Automated Scheduling & Reminders Application with a Direct Integration with Redtail! View the Webinar above to learn about GReminders integration with Redtail CRM and Calendar. The webinar will provide an overview of how to: Set up the Redtail integration Set up Automated Scheduling for Individuals & Teams Setup Client Reminders Setup […]
Do you meet with clients using Zoom or other online meeting applications? With GReminders’ Redtail & Zoom integrations, adding a Zoom link to your meetings using our online scheduling is all done for you automatically. If, however, you also schedule appointments manually on your Redtail calendar, and you wish to have a unique Zoom link […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
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 […]
Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]
