In the wake of another remarkable year for GReminders, our heartfelt appreciation goes out to you—our users, partners, and collaborators—who are the driving force behind our success. This year’s achievements wouldn’t have been possible without your unwavering support In a pivotal moment October of 2022, we unveiled our integration with two major CRMs in the […]
If you do business with people in multiple timezone please read about Client Timezones or using CRM Contact Matching (use local Zip code) However if you ONLY do business in your own timezone this article is for you. Reminders When sending out reminders always send them in your local timezone (if ALL your customers are […]
GReminders Reduces No Shows: it’s one of the core missions of the service. The platform does this quite well via a variety of notifications including SMS, Email and Voice Reminders. And we have heard from thousands of you that it makes a meaningful impact to reduce No Shows by up to 50% or more. All […]
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 […]
