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 […]
GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders […]
introducing GReminders direct integration with redtail CRM and calendar if you’re a financial advisor who meets one-on-one with clients in your office or remotely using Zoom go to meeting WebEx Google meet or other popular meeting apps or you gather a team of colleagues together for meetings or invite prospects and clients to group events […]
Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.
Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.
hubspot is a great crm for sales and marketing if you schedule meetings with hubspot and you want to send text reminders to your prospects and clients it’s really easy to do you’ve got to link to your google or outlook office 365 calendar so if you haven’t done that click on the cog wheel […]
in this video we will go over how to send out zoom links in your reminders our system is set up to look for the link in your events but it is much easier if you add the zoom extension to your calendar you can do a simple web search on how to do this […]
this video will show you how your clients can book an appointment with zoom directly onto your calendar eliminating all the back and forth you normally go through g reminders can be connected to multiple types of web conferencing providers in order to connect your zoom account to g reminders you will want to click […]
this video will show you how your clients can book an appointment with gotomeeting directly on your calendar eliminating all the back and forth you normally go through g reminders is a service that works with your google or microsoft calendar let’s get after it from the g reminders home screen you’re going to want […]
This video will go over how to set up GReminder so that your clients can schedule meetings directly on your calendar with a google meet automatically added. To set up your schedule you’re going to want to click your initials or picture in the upper right hand corner of our home page. Next you’ll click […]