When you use GReminders automated scheduling to book appointments with prospective clients, you may wish to ask questions to better understand their situation, how they heard about you, or even find out what beverages they like so you can be sure to have it on hand for their appointment. GReminders allows you to map answers […]
What are the differences between Calendly and GReminders integration with Redtail? We hear this question almost every day as Redtail users who either currently use Calendly or are considering using an automated scheduling system hear about GReminders and find their way to our website. It’s a legitimate question and we would like to help you […]
Google Analytics (GA) is a free web analytics service provided by Google that allows website owners to track and analyze their website traffic. Google Analytics provides detailed information about visitors to a website, including their demographics, interests, behavior, and sources of traffic to the site. By integrating UTM codes with Google Analytics, website owners can […]
When you use GReminders for Automated Scheduling you have the ability to share your Link or an Event Type Link, or even share a One Time Use Link (which is already quite helpful for allowing a person to book with you once without exposing your calendar indefinitely). Introducing Event Types that require your APPROVAL before […]
Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer data, sales, and marketing. It offers a range of products for managing customer relationships, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and more. Why use text messages for reminders? Text messages (also referred to as SMS messages) are a quick […]
GReminders integrates directly with Wealthbox CRM and allows you to: Send Personalized SMS Reminders to Wealthbox Contacts Writeback Reminders as Notes Against Wealthbox Contacts Create New Contact Records in Wealthbox when New Contacts Schedule with You To start your free trial of GReminders and integrate to Wealthbox, follow the steps below. The entire setup process […]
GReminders is the only Automated Scheduling & Reminders Application with a Direct Integration with Redtail! View the Webinar above to learn about GReminders integration with Redtail CRM and Calendar. The webinar will provide an overview of how to: Set up the Redtail integration Set up Automated Scheduling for Individuals & Teams Setup Client Reminders Setup […]
GReminders isn’t your typical scheduling/reminder application. We understand how specific data related to events scheduled on your team’s calendars can tell you a lot about the health of your company. Are there too many internal meetings being scheduled and too few client demos? Who in your organization is scheduling the most meetings? When you use […]
When you create events on your Google, Outlook, or Redtail calendars, event details, including date, time, location, invitees and event description are imported into GReminders so that our system can send your clients reminders of their upcoming meetings. In the past, we retained this data for approximately 1 year (which is the current default setting), […]
This is a feature is currently for Redtail, Wealthbox and Salesforce CRM Users only. For Hubspot users, we pull from the Time Zone set in the contact record. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their […]
