Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]
When using Automated Scheduling in GReminders you are in many cases opening up your schedule to allow your clients and prospects to book on your calendar. If you have certain clients or prospects that you want to block, you can now do so with the Opt Out Scheduling feature. You can also block free email […]
GReminders helps you stay compliant with tools that allow you to archive all of your SMS reminders, email reminders and even voice call reminders. This article will help you understand the differences between the tools we provide and the advantages of each. GReminders SMS Reminders vs SMS Messaging GReminders is reminder software that sends SMS […]
This article and the comparison chart below will explore how GReminders compares with Calendly and OnceHub with a focus on the features and capabilities that are most important to the financial services industry. Calendly and OnceHub are point solutions that address a single issue, scheduling. GReminders is an interoperable solution with deep integrations to your […]
Any successful business owner knows customer service is more than selling products, facilities, and skills. Just as important is providing a high-quality service. This involves not merely product/ service delivery but communication and presentation – the customer experience (CX). And it starts with that first contact with a customer. That first meeting or appointment. For […]
Custom Fields in Wealthbox Custom fields in Wealthbox are indispensable tools for financial advisors, serving as a critical component in their quest to provide tailored and highly personalized services to clients. These fields offer advisors the capacity to organize, categorize, and segment client data in a way that aligns precisely with their unique business needs. […]
If you’re in the financial advisory business, you understand the value of staying ahead of the curve when it comes to technology and tools that can enhance your services and streamline your operations. That’s where the partnership between GReminders and ProAdvisorSuite comes into play. In this article, we’ll take a deep dive into what ProAdvisorSuite […]
If you use GReminders to allow your Customers to book a meeting with you OR you use GReminders Text Reminders to remind your customers to show up to an appointment or do some sort of follow-up notifications via SMS or Text, you will be sharing Public Links. Currently, all Public Links by default come from […]
Custom Contact Roles in Wealthbox As a business expands, the challenge of effective communication within the team grows. Smaller advisory firms benefit from their simplicity, maintaining clear lines of communication due to their limited size. However, as businesses scale and the workforce increases, it becomes imperative to enhance communication and delineate responsibilities. One approach for […]
When sending SMS and Text Messages via a 3rd party provider such as GReminders, the phone number the message comes from is important. Because 3rd party systems cannot “impersonate” or “spoof” your own mobile number, GReminders sends from a Pool of numbers it owns, OR you can get your dedicated number. Read more here. This […]
