Relevant AI Workflow Recommendations
Workflows are key to a scalable and repeatable practice. Workflows basically say when X happens do A + B + C. When you are doing calls or having discussions with clients many topics are mentioned and life events are discussed. AI can recommend RELEVANT Workflows post Meeting via the AI Notetaker. Here you can see […]
Send SMS Messages via Simplii
Simplii is a popular VoIP and Text Messaging Platform. You can now send Text/SMS Reminders and Bulk Sends via your Simplii SMS Phone Number. Setting It Up First go to your Simplii Chrome Extension and create a Webhook. Click your Profile Picture and then Automation Next select Webhooks and click the PLUS sign to create […]
Salesforce Integration Overview
Overview GReminders provides a direct, native integration with Salesforce, a leading customer relationship management platform widely used across industries, including financial services. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping users save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Salesforce integration settings is […]
Wealthbox Integration Overview
Overview GReminders provides a direct, native integration with Wealthbox CRM, a modern, user-friendly customer relationship management platform designed for financial advisors. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping advisors save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Wealthbox integration settings is essential […]
Support for SMS Opt-Out Keywords
Some customers who receive SMS may not want to receive your SMS Appointment Reminders. While we see this as a rare occurrence your customers have rights. GReminders handles standard English-language reply messages such as STOP, STOPALL, BLOCK, and UNSUBSCRIBE responses. If a customer replies with any of these keywords we will automatically add this phone […]
GReminders Automations vs. Redtail Automations: Avoiding Duplicate Workflows
GReminders integrates seamlessly with Redtail CRM, allowing it to automatically launch workflows in Redtail when a new meeting is scheduled through GReminders (e.g., via online booking or calendar events). However, if you also have Redtail Automations set up to trigger the same (or similar) workflows based on newly created events/activities in Redtail, this can lead […]
AI That Prepares You for Every Meeting
Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation. Are you ready?You will be. With AI-generated pre-meeting briefs, you decide what information you want included and how you’d like it organized. Our system gathers the data you need automatically. We’ll pull information from your CRM, including Wealthbox, Salesforce, Redtail, and more. […]
NetSuite Connection Setup
This guide walks you through setting up GReminders API access for NetSuite, ensuring a smooth and secure integration. It explains how to create the required roles, permissions, and user accounts, generate access tokens, and obtain the REST API base URL. By following these steps, you can quickly configure your GReminders integration to improve efficiency and […]
