When notetaker is taking all your notes across your phone, virtual meetings, in person, etc… a lot of content comes together. Many calls may not rise to the level of action, some do and some don’t. So how do we get the signal from the noise? Introducing Focused View on Notetaker. Please note: this feature […]
With GReminders you can bring your own Email service. If you use Google or Microsoft see this article. If you have Redtail Email or another non Google/Microsoft provider you can use your SMTP Mail Server to send mail (outgoing). To set this up go to My Profile > My Integrations > Select SMTP If you […]
Ensuring your website complies with US mobile carrier requirements (called 10DLC and A2P) is critical for a successful SMS messaging. 10DLC is a registered 10-digit phone number that lets businesses send compliant, carrier-approved text messages from a local number. Please note this ONLY applies to Customers in the United States. If you are in Canada, […]
GReminders has a Native Mobile Application for both iOS and Android. The primary purposes of these applications are: Download these using the links below based on your Platform For iOS (iPhone or iPad) For Android Please note: To Use GReminders Mobile Apps you need an AI Notetaker License.\ Android Recording Troubleshooting If Recording is being […]
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) […]
When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you go to Org Settings > Integrations click through to your CRM you are using and connect it. The “User” you connect with is the “primary” connector that the system will interface with. Meaning that whatever […]
If you are hitting issues with your Users connecting their Salesforce account to GReminders you may be hitting permission issues with your Salesforce Org and GReminders. Salesforce (as of Sept 2025) is locking down OAuth Applications. Read more here. Here is what you need to to fix this: If the Admin has connected Salesforce to […]
Your staff wants to book meeting for existing clients, but wants some of the forms pre filled (since we already know the contact information). Lets make it easy to book a meeting from within your CRM record for a customer. GReminders supports “redirect” links which pull client data directly from your CRM. These use the […]
Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance client relationships, and leverage analytics effectively. By organizing data systematically using Wealthbox’s features like Custom Contact Types, Status Fields, Tags, and Custom Fields, advisors can maximize the utility of their CRM, improve reporting, and ensure […]
AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations: If you are making phone calls from your Mobile Phone or from an Office Phone that allows “3 way calling” to your clients, this is how you allow AI Notetaker to join your “Native Phone […]
