A template is what tells the system what you want sent to your client and at what time. Looking at...
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Introducing GReminders' Chrome/Edge Extension. https://www.youtube.com/watch?v=9WpYPYqx3dI What is It? Its a companion "app" that resides in your Chrome and Edge Browser...
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Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff...
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So you want to track Contact "Sources" in Redtail. Marketing Attribution is a complicated topic and there are many ways...
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The following information should not be used as a substitute for legal advice. Congress passed the Telephone Consumer Protection Act...
Continue ReadingA template is what tells the system what you want sent to your client and at what time. Looking at your home page of GReminders, you will find client reminders under “Reminders” on the menu on the left. This is where individual users will access their reminder templates. For accounts with multiple users who wish […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff members. In this article we will explore how to manually or automatically share Notetaker records to the right people. Sharing Internally Manually On the Notetaker Page you can manually share the recording to other Users […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
The following information should not be used as a substitute for legal advice. Congress passed the Telephone Consumer Protection Act in 1991 in response to citizen complaints about unsolicited phone calls from marketers. They later expanded the act to include SMS text messages. The act has been interpreted many different ways, so we won’t endeavor […]
Your Data is your Data. If you no longer need GReminders you can delete or cancel your account at any time without speaking with anyone. To do this go to SETUP > Billing and Scroll all the way down the screen. You should see this: Simply hit Delete Account. This will remove your account and […]
Introducing Seamless Integration: GReminders and PreciseFP Join Forces for Enhanced Client Engagement In the dynamic world of financial advisory services, efficiency and client interactions are paramount. Enter the groundbreaking integration between GReminders and PreciseFP—two powerful tools that have now joined hands to revolutionize how advisors engage with clients and prospects. On the GReminders Side: When […]
Currently when GReminders, SMS Appointment Reminder Service, sends SMS Messages to your end customers reminding them of upcoming Appointments or follow up messages the number we send from is typically a dedicated phone number associated with your account. If you use MyRepChat, click here to learn how you can send messages via your MyRepChat Account […]
Select the right plan and packages for your needs under Billing. You can also cancel and delete your account here. Once you purchase, you’ll see information about your current plan above. You can also update your billing details and view invoices. Please email [email protected] with any questions.
