GReminders + Integrated Advisor: Simplifying the Opportunity Lifecycle
Managing opportunities effectively shouldn't require more work - it should require less. In this session, we cut through the complexity of opportunity lifecycle management and focus on what actually moves the needle.
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If I were to pull up my metrics from Calendly, it was a 5% or less usecase for scheduling. And then you had none of the notetaker capacity, follow-ups, communicating with my team, check a box and push it through to the CRM. I don't think there's much of a comparison anymore.
The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!
Mike LFinancial Advisor - New York, NY
That is quite robust software.
Robert Rafano, CFPPrincipal - Financial Foundation Services
I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.
Belen SanchezCEO - Belen Sanchez Insurance
The best feature is GReminders’ ability to take AI notes and compile a detailed summary of the conversation. The AI notes are also much more robust than the meeting notes I used to enter into Redtail.
Michael RCOO -
This is like phenomenal, GReminders has been great for my business.It has helped with our workflow. I'm able to send the email out for the annual reviews. How easy is that. It's so easy.
San Juanita MurphyAdvisor - 360 Financial
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Shelley CDir Ops - York, PA
GR is one of the best softwares to link to the Redtail CRM. The thoughtful build outs for users make such a huge difference and really help make the experience for clients more detailed.
Jac AndersonTechnology Training Coordinator - CPS Investment Advisors