Using SmartOffice as your CRM? Here is the GReminders Integration

Get the following benefits when connecting SmartOffice and GReminders together:

• Create new Contacts/Households in SmartOffice when a new prospect schedules a meeting with you
• If you are manually putting events on your Google/Outlook calendar, GReminders will automatically lookup phone numbers, timezones, etc… on your client to send the proper Reminders/Notifications to the right place.
• When Client Notifications are sent out, log these back to your SmartOffice client record.
• When using GReminders’ AI Notetaker automatically log summaries back to SmartOffice Households/Contacts
• Writeback Action Items / Tasks after a meeting to the proper Client Record.

Start a Free Trial today.

Any questions, email to [email protected]