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Automated Scheduling and SMS Text Reminders for Wealthbox

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 […]

Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar

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 […]