When you ask your prospects and clients to confirm their appointments with you, it’s great to get confirmation they plan to show-up, but there’s one more thing you can do to ensure your no-shows become a thing of the past – let them know you received their confirmation. Your affirmation of their confirmation will make […]
Overview The GReminders integration for Redtail CRM brings AI-powered meeting intelligence directly into your workflow. Once enabled, the AI Notetaker joins your calls in real time and makes smart suggestions — automatically generating meeting notes, creating contact entries, kicking off workflows, creating opportunities, and assigning tasks to the right team members within Redtail. Note: This […]
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply AI Notetaker Licenses you must be an Administrator. Go to Setup > Users Click Edit next to the User Check the box under Extra Licenses, Notetaker License Hit Save. Repeat this for other Users […]
Do you use Google Meet to schedule meetings with your customers? Having an issue with no shows, or folks who show up late? First, you will want to ensure that your Google Meet account is linked to your GReminders account. To do so, click on your Profile and then My Integrations. If it’s not yet […]
If you are using GReminders to send appointment reminders to clients to show up on time and your customers are in a different timezone than yourself there may be some potential timezone confusion. Typically the meeting is booked in your local time zone. So lets say you live in California and you book a meeting […]
Workflows are key to a scalable and repeatable practice. Workflows basically say when X happens do A + B + C. When you are doing calls or having discussions with clients many topics are mentioned and life events are discussed. AI can recommend RELEVANT Workflows post Meeting via the AI Notetaker. Here you can see […]
Simplii is a popular VoIP and Text Messaging Platform. You can now send Text/SMS Reminders and Bulk Sends via your Simplii SMS Phone Number. Setting It Up First go to your Simplii Chrome Extension and create a Webhook. Click your Profile Picture and then Automation Next select Webhooks and click the PLUS sign to create […]
Overview GReminders provides a direct, native integration with Salesforce, a leading customer relationship management platform widely used across industries, including financial services. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping users save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Salesforce integration settings is […]
Overview GReminders provides a direct, native integration with Wealthbox CRM, a modern, user-friendly customer relationship management platform designed for financial advisors. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping advisors save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Wealthbox integration settings is essential […]
GReminders integrates seamlessly with Redtail CRM, allowing it to automatically launch workflows in Redtail when a new meeting is scheduled through GReminders (e.g., via online booking or calendar events). However, if you also have Redtail Automations set up to trigger the same (or similar) workflows based on newly created events/activities in Redtail, this can lead […]
