Data Classification Explained for Redtail CRM
Data Classification in any CRM is HIGHLY underrated! Here we will discuss the nuances of data classification in Redtail CRM specifically around Activity Types, Activity Categories, Contact UDFs, and Tag Groups. Three Reasons to Classify Data This best practice guide delves into effective classification strategies that help YOU get more out of your systems you […]
GReminders: The Year of AI
Looking back on 2024, GReminders has had an extraordinary year filled with remarkable achievements and innovations. From a fresh new look and expanded CRM integrations to earning prestigious industry recognition, introducing cutting-edge capabilities, and growing our talented team, we’ve made significant strides in enhancing our platform and serving our valued users. Join us in celebrating […]
GoTo Connect with GReminders AI Notetaker
If you use GoTo Connect as your VOIP or Telephone Provider, you can now push all your Inbound and Outbound calls through AI Notetaker. If you are using GoToMeeting, AI Notetaker is natively compatible with that and you do not need to do anything else. Benefits include: Read More about the Benefits of AI Notetaker […]
Zoom Phone with GReminders AI Notetaker
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 […]
