Integrate Redtail with the Best Scheduling & Reminder App for Financial Advisors
The ONLY Scheduling App with Native Integration into Redtail
Automate Your Scheduling
Stop all the back and forth associated with scheduling and let your prospects and clients book their own appointments onto your Redtail Calendar. When you use GReminders automated online scheduling, you’ll see meetings appear on your Redtail calendar AND if this is the first time an individual has booked an appointment, their contact information will be added to Redtail Contacts!
Trigger Workflows in Redtail
Launch one or more Workflows in Redtail automatically when clients schedule appointments with you using GReminders online scheduling. Trigger different Workflows for different activities.
This is your opportunity to automate the entire process from Scheduling to Workflows to Reminders. Setup once in GReminders and it all runs in the background to keep your office running at peak efficiency.
Remind Your Redtail Contacts to Show-up for their Appointments!
Schedule activities with Redtail contacts and GReminders automatically sends SMS text messages reminding your prospects and clients of their upcoming appointments. GReminders is setup and forget software that runs in the background. Your workflow stays the same, the only difference is more clients show up for appointments, and show up on time.
Log Your Reminders as Notes in Redtail
Keep all of your notes in Redtail. When GReminders sends SMS, email or voice reminders to your clients, a copy of your reminders will be imported into Redtail, against the matching contact, as Latest Notes. If you wish to download a full set of every reminder sent, you can accomplish that using GReminders Usage Logs.
Stay compliant with thorough record keeping using GReminders and Redtail together. Compatible w/ Smarsh, Global Relay and others...
Also Works with Google or Microsoft Outlook Calendars for Scheduling with Redtail CRM
If you love Redtail but schedule your meetings on Google Calendar, Outlook/Office 365 or Exchange, you can still take advantage of GReminders and Redtail integration. Simply invite your Redtail contact as a guest to your Google or Outlook event and GReminders will import the Contact’s name and phone number, allowing you to automate SMS, email or voice reminders. You also have the option of logging your reminders in Redtail while using Google or Outlook calendar.
Automate Your Follow-ups with AI Notetaker
- Automatically Joins Calls on your Calendar, or…
- Manually Invite
- One Button Record for In-Person Meetings
- Provides AI Meeting Summaries
- Automatic Task Assignments
- Generate Follow-up Emails to Clients
- Works with Zoom, MS Teams, Google Meet, GoToMeeting, and WebEx...
Loved by Users
We really enjoy GReminders. Everything so far has been great and modifications that we've asked for have been great as well. Makes my job a lot easier.
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.
GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.
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.
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
GReminders is by far the best product in our tech stack.
Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.
It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
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.
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
That is quite robust software.
We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.
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!
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
FAQs
What is GReminders?
GReminders is an SMS reminder app that sends SMS reminders from your Retail Calendar, Google Calendar or Outlook Calendar. Our automated text reminder service can help you dramatically reduce no-shows.
Does GReminders Log Communication with Clients
Yes, compliance departments love GReminders for its detailed record keeping. In addition to automatic writeback of reminders to Redtail’s Latest Notes, users can access a complete log of all reminders sent to clients within the application. An extensive log with additional details can be downloaded from the program and shared with your compliance department if necessary.
Can I receive an appointment confirmation text message from my clients?
Yes, a client’s sms appointment confirmation will be forwarded to you. Not only does GReminders provide you a way to remind your clients of appointments, but it also acts as a text message confirmation service.
Can I see appointment confirmations on my Redtail Calendar?
Yes, when clients confirm or cancel appointments by replying Yes or No to text message reminders, you will see either a checkmark or an X on your Redtail calendar so you can quickly scan your events to see who has confirmed and who hasn’t.
Can I use GReminders as an online scheduling tool?
Yes, GReminders makes calendar automation possible by allowing you to create online scheduling for Redtail calendar, Google Calendar and online scheduling for Outlook.
Can I use GReminders to send follow-up reminders to clients after their appointments?
Yes, because follow-up reminders can be scheduled from immediately following an appointment up to 12 months, many advisors use follow-up reminders to remind their clients to schedule their quarterly, bi-annual, or annual reviews. You will also have a record that you contacted your clients on a timely basis, helping you to meet your fiduciary responsibilities.
Can I send both SMS text reminders and email reminders?
Yes, you can send appointment reminders via text and email reminders to be delivered at the same time, ensuring your clients receive the information.
Can I use my Google or Outlook calendar with Redtail CRM?
Yes, GReminders allows you to connect to your Redtail CRM and to your Google and/or Microsoft account. When you invite a Redtail contact on your Google or Outlook calendar as a guest, GReminders imports the contact’s information directly from Redtail.
