Webflow is an excellent tool for building Web Pages, acts as a CMS (Content Management System) and provides a very nice WYSIWYG interface for designing corporate sites, ecommerce sites, etc… The GReminders Booking widget can be easily embedded into a Webflow page. For example to Schedule a Demo, or Book a Support Call, or Meeting […]
If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]
If you are using Microsoft 365 or Office 365 for your Mail/Calendar Infrastructure, and you want to use GReminders, your users will need to connect their O365 Calendar to GReminders. Trust First and foremost, GReminders is built with a Security first approach. Please visit our Security Center and request our Security Whitepaper from your GReminder’s […]
If you are communicating with your prospects or customers via SMS to individuals in the European Union, compliance with the General Data Protection Regulation (GDPR) is essential. The GDPR, effective since May 2018, is designed to safeguard the privacy and personal data of individuals within the EU and the European Economic Area, establishing rules and […]
If you do business with people in multiple timezone please read about Client Timezones or using CRM Contact Matching (use local Zip code) However if you ONLY do business in your own timezone this article is for you. Reminders When sending out reminders always send them in your local timezone (if ALL your customers are […]
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 […]
When using Automated Scheduling in GReminders you are in many cases opening up your schedule to allow your clients and prospects to book on your calendar. If you have certain clients or prospects that you want to block, you can now do so with the Opt Out Scheduling feature. You can also block free email […]
GReminders helps you stay compliant with tools that allow you to archive all of your SMS reminders, email reminders and even voice call reminders. This article will help you understand the differences between the tools we provide and the advantages of each. GReminders SMS Reminders vs SMS Messaging GReminders is reminder software that sends SMS […]
Custom Fields in Wealthbox Custom fields in Wealthbox are indispensable tools for financial advisors, serving as a critical component in their quest to provide tailored and highly personalized services to clients. These fields offer advisors the capacity to organize, categorize, and segment client data in a way that aligns precisely with their unique business needs. […]
