When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you go to Org Settings > Integrations click through to your CRM you are using and connect it. The “User” you connect with is the “primary” connector that the system will interface with. Meaning that whatever […]
If you are hitting issues with your Users connecting their Salesforce account to GReminders you may be hitting permission issues with your Salesforce Org and GReminders. Salesforce (as of Sept 2025) is locking down OAuth Applications. Read more here. Here is what you need to to fix this: If the Admin has connected Salesforce to […]
Your staff wants to book meeting for existing clients, but wants some of the forms pre filled (since we already know the contact information). Lets make it easy to book a meeting from within your CRM record for a customer. GReminders supports “redirect” links which pull client data directly from your CRM. These use the […]
Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance client relationships, and leverage analytics effectively. By organizing data systematically using Wealthbox’s features like Custom Contact Types, Status Fields, Tags, and Custom Fields, advisors can maximize the utility of their CRM, improve reporting, and ensure […]
AI Notetaker has several VOIP integrations. If you are using one of the VOIP systems we recommend using these integrations: If you are making phone calls from your Mobile Phone or from an Office Phone that allows “3 way calling” to your clients, this is how you allow AI Notetaker to join your “Native Phone […]
After you meet with a Client there are usual follow up activities, such as: If you are using AI Notetaker you can now better track which Meetings have had all their respective follow ups completed or which ones still need attention. On the AI Notetaker Page you will now see meetings where Follow Ups have […]
AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations. After Notetaker you will see recommendations for Tasks or Opportunities to be created: Want to recommend a Gift to be sent after the Birth of a Child is mentioned? Recommend an Insurance Product if certain life events occurred? You […]
If you are using the AI Notetaker for Meetings you can automatically write back the Notes to your CRM immediately after your Meeting is over. ZERO WORK for you, ZERO. By default, it requires you (the host) to review the summary and push it, however if you are looking for even further automation you can […]
Microsoft Teams Phone VoIP provides a robust platform for voice communication, while GReminders AI Notetaker enhances meeting productivity through intelligent automation. Together, these tools create a powerful ecosystem that streamlines workflows, improves collaboration, and ensures no critical detail is missed. Note, Microsoft Teams is both a Web Meeting Provider AND can also act as your […]
Sending email follow-ups as a financial advisor is critical for building trust, maintaining client relationships, and driving business growth. Here’s why: Reinforce Trust and CredibilityFollow-ups show clients you’re attentive and committed to their financial goals. A timely email recapping a meeting or checking in on their progress demonstrates professionalism and keeps you top-of-mind. Clarify and […]
