Date Criteria for Sending to CRM Contacts (Bulk Sends)
GReminders lets you leverage your contacts in CRM to automate a variety of emails/SMS notifications to Clients around various actions. Common use cases include: These “lists” require us to “filter” the contacts we want to send to. Contacts in a certain status, category, tag group etc…. Often this criteria includes “Date” Fields. Here we will […]
Ask Anything – AI Assistant
ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative. GReminders has rolled out “Ask Anything”. You can think of this as “ChatGPT on your Data”. This not only allows […]
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 […]