Upcoming Events
Join us for a Virtual Webinar or In Person Event.
GReminders for Cambridge Advisors
Join other advisors with Cambridge Investment Research each Tuesday to learn about GReminders and our direct integration with your CRM. Discover how GReminders can increase your office productivity and use this time to ask questions you may have.
GReminders + Intulse: Web Meeting Integration
Join us as we walk through the Intulse and GReminders platforms and explain the NEW integration between the two. The Intulse cloud-based voice-over IP phone system is fully portable and can be used anywhere on just about any device. GReminders is an automated scheduling software that streamlines scheduling best practices and reduces no-show rates! Together, we've paired up to bring you more powerful platforms.
Automating Scheduling and Workflows for Efficiency
Join GReminders and Simplicity Ops as they navigate through Advisor’s biggest pain-points in scheduling and workflows in their Wealthbox and Redtail CRM. Together, they’ll discuss automating workflows, automating scheduling, calendar management, and workflow best practices. They’re ready to answer your most pertinent questions.
Redtail University Live (XL) - Dallas, TX
Join advisors and administrators who utilize Redtail CRM for 2 days of live training in Dallas, TX. GReminders is the Exclusive Sponsor of this event and will be hosting the cocktail reception and speaking live during the event. Learn how to maximize Redtail with GReminders!
GReminders Monthly Product Update: October
Monthly overview of Feature Updates, how to set up our platform, partnership news, integrations, and a Q&A segment to answer your most pertinent questions.
GReminders Monthly Product Update: November
Monthly overview of Feature Updates, how to set up our platform, partnership news, integrations, and a Q&A segment to answer your most pertinent questions.
GReminders Monthly Product Update: December
Monthly overview of Feature Updates, how to set up our platform, partnership news, integrations, and a Q&A segment to answer your most pertinent questions.
