GReminders integrates directly with Wealthbox CRM and allows you to: Send Personalized SMS Reminders to Wealthbox Contacts Writeback Reminders as Notes Against Wealthbox Contacts Create New Contact Records in Wealthbox when New Contacts Schedule with You To start your free trial of GReminders and integrate to Wealthbox, follow the steps below. The entire setup process […]
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 […]
When you allow your clients to book time on your calendar you have a variety of options. You can setup Pre Meeting Buffers and Post Meeting Buffers. The most common is Post Meeting Buffers which typically give you some breathing room before the next appointment is scheduled or booked. Post Meeting Buffers GReminders works off […]
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 […]
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 […]
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]
If you are a large enterprise there is a high likelihood you are running Microsoft Exchange or have migrated to Microsoft’s Cloud Email offering Office 365. Many companies are still running Microsoft Exchange On Premise and haven’t moved to Azure or Office 365 yet. This article covers Service Accounts for BOTH Hosted/On Premise Exchange AND […]
GReminders is a great way to automate SMS, Email or Phone reminder or follow up notifications to your Clients. The system also has a very advanced Content Template mechanism built on the Liquid Templating Library. (Thank you Shopify, they were the creators of the initial library, we all build on the shoulders of Giants) Recently […]
Want to use Automated Scheduling on a calendar that’s been shared with you in GReminders, but is restricted by “Read Only” permissions? Follow these steps to change the permissions so that GReminders can “Read & Write” to the calendar: Have the calendar owner go into his or her Google calendar and: 1. Click the 3 […]
