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 […]
Event Types that Redirect to Another Page
Event Types are normally used for various types meetings that allow you to book One on One or for Teams. Typically you are sharing your Booking link in your Email Signature or through other channels such as on your website, social, etc… If, on this booking page, you want to offer links to other forms […]
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 […]
Osaic Smarsh Intermedia Calendar Connection
To connect to your Intermedia/Osaic Calendar do the following: Go to GReminders Manage Calendars and click Connect Another Calendar Next Enter your Email address and Email Password. For the Exchange Web Services URL use:https://agmail.smarshmail.com/ That should be it. If you have problems please read on. Troubleshooting Please make sure your password is actually correct. This […]
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 […]
Trigger AI Recommended Workflows Post Meeting
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 […]