Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
If you use Ring Central as your phone system, you can now get all the benefits of AI Notetaker with Ring Central Calls. Benefits include: Automatic Summaries of the Call Extracting Tasks/Action Items from the Call One click push into your CRM or System of Record Read More about the Benefits of AI Notetaker here. […]
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 […]
GReminders partners with Intulse, the cloud-based VoIP phone system that grows with your business. This article takes you through who Intulse is, how GReminders integrates with their platform, and how to set up that integration. Who is Intulse? The main idea behind Intulse was sparked when the founders noticed that many businesses are stuck using old phone […]
If you use Pipedrive to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts. When you integrate Pipedrive with GReminders, you’ll have the ability to: Send SMS and Email Reminders to Pipedrive contacts Writeback reminders as notes in Pipedrive Add New […]
Zapier is a “low code” workflow automation platform. There are thousands of applications and services you can stitch together to create integrations. Here are a few examples of using Zapier with GReminders: Add Emails to a Marketing Automation Campaign (such as MailChimp, Airtable, ClickFunnels, etc…) for anyone who books a meeting with you (w/ or […]
Jotform is an awesome and popular Tool that lets you build custom forms of any kind. Simple, complex, conditional, etc… We are fans! Popular use cases include Client Intake Forms, Surveys, Feedback from your Customers, Scheduling Interviews, Job Applications, etc….. A common use case is to put Jotform in FRONT of a GReminders Scheduling Form. […]
Do you use SalesLoft to manage your contacts? If so, GReminders has made it simple to send SMS reminders from SalesLoft and import new contacts into SalesLoft from GReminders online scheduling. Now, you can be sure your prospects and clients will show up for their appointments! GReminders integrates directly with SalesLoft (we don’t use a […]
communicate with each other when the integration is complete you’ll have three options to choose from option number one is checked by default it allows you to pull the best phone number from your sales loft people let’s see how it works let’s say that you would like to schedule a meeting with a person […]
ActiveCampaign is a powerful CRM that assists users with their customer experience automation. GReminders is the easy to use automated SMS appointment reminder and scheduling app that eliminates no-shows and the back and forth associated with scheduling. When integrating the two applications, users possess a powerful set of tools that can help their businesses grow […]
