Follow the instructions in this article to quickly integrate GReminders with SmartOffice. Setting up User Rights in SmartOffice for GReminders In SmartOffice, go to Setup > User Accounts > User Rights Under the Licenses Section, scroll down to Integrations and select GReminders. Next, you’ll need to gather additional information that you’ll use in GReminders to […]
Going to an Event, Conference or Trade Show? Want to meet folks there in a specific Time Zone? Let’s say you work in Chicago, but are heading to Los Angeles for an event that you want to allow your clients or prospects to book a meeting for. Here is how you do that. First, don’t […]
After using the AI Notetaker, you get a Summary, Action Items and recommended Workflows. And now you also get Recommended Opportunities. Opportunities are ways to track various financial advisory client engagements to build your book of business. An opportunity could be an Annuity, Retirement Plan, or 401k, for example, that you are working on for […]
Using SmartOffice as your CRM? Here is the GReminders Integration Get the following benefits when connecting SmartOffice and GReminders together: Start a Free Trial today. For help connecting GReminders to SmartOffice, Click Here Any questions, email to [email protected]
GReminders lets you leverage your contacts in CRM to automate a variety of emails/SMS notifications to Clients around various actions. Common use cases include: These “lists” require us to “filter” the contacts we want to send to. Contacts in a certain status, category, tag group etc…. Often this criteria includes “date/calculated” Fields. Here we will […]
ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative. GReminders has rolled out “Ask Anything”. You can think of this as “ChatGPT on your Data”. This not only allows […]
If you use GoTo Connect as your VOIP or Telephone Provider, you can now push all your Inbound and Outbound calls through AI Notetaker. If you are using GoToMeeting, AI Notetaker is natively compatible with that and you do not need to do anything else. Benefits include: Read More about the Benefits of AI Notetaker […]
If you use Zoom Phone (VOIP) as your phone system, you can now get all the benefits of AI Notetaker with Zoom Phone Calls. Benefits include: Read More about the Benefits of AI Notetaker here. To Install To connect your Zoom Phone Account go to your Profile > Connected Services > and click on Zoom […]
