GReminders supports multiple authentication methods. The most common is to use the default Google or Microsoft connections. Meaning you are logging in via Google/Microsoft to your Google Account, and thus all the safeguards that you have with Google or Microsoft including Mutli Factor Authentication/2FA, SAML, IP restrictions, and many other security protocols. However if you […]
GReminders relies on either your Google or Microsoft login or can support basic Username/Password for authentication. Since your calendar is generally tied to your email account login (which is generally hosted on Google or Microsoft), it’s natural for you to use these credentials for login. It also makes it more secure since GReminders never stores […]
GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to a meeting to reduce No Shows, or reaching out to the client when it’s time for their Bi-Annual Review, etc… By default, GReminders maintains Phone Numbers for you that can be used to send these […]
Do you give your clients a choice to meet with you in person or on Zoom? You may have thought you would have to set up multiple reminder templates depending on their choice of locations, but GReminders makes it simple to use a single reminder template for both situations. Setting up the Choice of How […]
As a business professional, you understand the importance of efficient customer service. One of the keys to providing a high level of customer service is making sure your customers show up for their appointments. Unfortunately, customers often forget or miss their appointments due to miscommunication. That’s why text reminders are essential for businesses looking to […]
As a HubSpot user, you want to get the most out of your platform and find ways to maximize your sales productivity. One way to do this is by using GReminders with HubSpot. GReminders is an AI-powered end-to-end meeting management platform designed primarily for professionals like financial advisors that can help you increase sales productivity […]
Meeting Types have multiple purposes: they can offer high visibility into the performance of your organization AND can be used for Notification Purposes. We will explore all the uses here. Your organization has lots of meetings both internally and with clients and customers. Are you tracking these meetings? Do you know the productivity of your […]
Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer data, sales, and marketing. It offers a range of products for managing customer relationships, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and more. Why use text messages for reminders? Text messages (also referred to as SMS messages) are a quick […]
This is a feature is currently for Redtail, Wealthbox and Salesforce CRM Users only. For Hubspot users, we pull from the Time Zone set in the contact record. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their […]
Did you know text messages with clickable links have a click-through conversion rate of 45%? Text messages with clickable links can be a powerful marketing tool to strengthen customer relationships across your business. When it comes to business communications, different customers have different preferences. Using multiple communication channels such as – SMS, Email, Voice, etc […]
