If you use Zoom Phone (VOIP) as your phone system, you can now get all the benefits of AI Notetaker with Zoom Phone Calls. Benefits include: Read More about the Benefits of AI Notetaker here. To Install To connect your Zoom Phone Account go to your Profile > Connected Services > and click on Zoom […]
If you are using AI Notetaker (you should, it will save you LOAD of time) and after the meeting the Summaries and Action Items are generated, we will recommend Workflows to be triggered by you. IF you are using a CRM with Workflows OR other Workflow Tools such as PreciseFP, etc… AI Notetaker will recommend […]
Introducing G Reminders Sidebar G Reminders now has an extension for Chrome and Edge browsers called the Sidebar. Once installed, it’s easy to open from the browser window. The Sidebar offers you quick access to G Reminders scheduling features without opening up the G Reminders app. Let’s take a look at how it can help […]
In this video, we’ll discuss how to send reminders on shared calendar events. Sending text and email reminders on your own events is simple, Now learn how to send reminders on your colleagues events when they share their calendar with you. In GReminders, you can see your calendar in the list on the top left… […]
communicate with each other when the integration is complete you’ll have three options to choose from option number one is checked by default it allows you to pull the best phone number from your sales loft people let’s see how it works let’s say that you would like to schedule a meeting with a person […]
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 […]
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 […]
