Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar

The only NATIVE Redtail Calendar Integration with Automated Scheduling and Email/Text Reminders.

introducing GReminders direct integration with redtail CRM and calendar if you're a financial advisor who meets one-on-one with clients in your office or remotely using Zoom go to meeting WebEx Google meet or other popular meeting apps or you gather a team of colleagues together for meetings or invite prospects and clients to group events or seminars GReminders will greatly reduce the time you spend scheduling while improving your overall show rate our scheduling calendar can be added easily to your company website or you can host it at GReminders.com when clients schedule meetings with you or your team the event is added instantly to your redtail calendar under the activity type you choose GReminders will then send SMS and email reminders per your predetermined instructions reminding clients of their appointments now pay close attention this is a unique feature exclusive to GReminders if you create an event directly onto redtails calendar as seen here your contacts information is imported into GReminders just as if your client has scheduled their own meeting online reminders are sent without any other integration or third-party app to set up because you want Simplicity and reliability let's take a closer look at how you'll save a tremendous amount of time by automating your reminders with G reminders when an event is placed on your redtail calendar custom reminders are sent per your instructions you can ask your clients to confirm their appointments and when they do you'll see confirmation on your redtail calendar so you can quickly see at a glance who's confirmed and who hasn't you can automate replies letting your clients know that the appointment is confirmed and you'll be expecting them if for some reason you must move a meeting on your calendar rescheduling notifications can automatically be sent to your client the confirmation check mark is removed from the event and you can ask your client to confirm the new time think how much time this is going to save you and all of your reminders are logged back to redtail as notes or tasks your choice so you have a record of all Communications with your clients and Prospects automated online scheduling automated SMS reminders all together team scheduling round robin team scheduling and group event scheduling the only scheduling reminder app with a direct integration to redtail CRM and calendar NGReminders is hosted on finra approved Azure servers start a free trial today and get one-on-one help setting up your scheduling and reminders go to greminders.com and begin your trial account with a username and password choose redtail as your primary calendar and you're all set and the back and forth of scheduling and put an end to no shows today

Learn more about the Redtail Integration

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