Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, go to Setup > Users and click Invite New Users. Enter the email addresses of the users you want to invite. If you prefer you can also import users via CSV Import for […]
We’re off to a hot summer – June was headlined by two major launches, a fresh round of Notetaker and CRM improvements, and a busy run of conferences and webinars. Here’s everything we shipped and everywhere we showed up: What’s New in June This month’s biggest releases gave advisors deeper visibility into their meetings and […]
GReminders connects with Investipal so your AI Notetaker Meeting Summaries can be used automatically to build client proposals and prep for upcoming meetings. Connecting the Integration Using the Integration That’s it! You’re now ready to begin building custom client proposals using GReminders and Investipal.
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]
The financial advisory landscape is shifting away from subjective intuition and toward data-driven execution. Every day, advisors hold critical conversations that directly impact firm revenue and client retention. Yet, once a meeting ends, the valuable insights within those hours of dialogue often vanish. Introducing Meeting Scorecards – turning unmonitored text transcripts into objective, actionable data. […]
Managing a busy advisory practice requires seamless coordination. To eliminate the friction of switching between tabs, GReminders now inside Wealthbox using the GReminders Sidebar Chrome and Edge Extension. Wealthbox users can now access advanced scheduling tools and AI-driven meeting preparation directly in their browser alongside their CRM data. Watch this Overview Video: Here is a […]
May was another packed month – loaded with a dozen new releases, new integrations, and three community webinars. Here’s everything we shipped and everywhere we showed up: What’s New in May This month’s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows. Apply Same or Opposite Blocks […]
This article will contain various troubleshooting tips if you are having any issues with Notetaker joining or taking notes. For In Person Recordings we recommend download the GReminders Mobile App General If you are using waiting rooms make sure the host allows the Notetaker into the meeting. Microphone Settings If you are using waiting rooms […]
