Integrate Redtail with the Best Scheduling & Reminder App for Financial Advisors

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...

3 Incentives to Help You Make the Move to GReminders

• Advisors with USA Financial receive a 10% discount on our month-to-month or annual Business Plan.
• Single users qualify for our Business Lite Plan, a 50% savings off our Business Plan for 12 full months.
• If you are currently in a contract with Calendly, GReminders will buy you out of your Calendly agreement when you sign up for our annual Business Plan. See all the benefits GReminders offers you over Calendly.