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Automated Scheduling and SMS Text Reminders for Wealthbox

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 […]

Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar

If you’re a financial advisor who meets one-on-one with clients—either in your office or remotely using Zoom, GoToMeeting, WebEx, Google Meet, or other popular meeting apps—or if you gather your team for internal meetings or invite prospects and clients to group events or seminars, GReminders will greatly reduce the time you spend scheduling while improving your overall […]

Automatic Appointment Scheduling using Zoom

Booking Zoom Meetings Without Back-and-ForthThis video demonstrates how your clients can book a Zoom appointment directly onto your calendar, eliminating the back-and-forth typically involved in scheduling. GReminders integrates with multiple web conferencing providers, allowing meetings to be automatically created and synced with your calendar. Connecting Zoom via My IntegrationsTo connect your Zoom account, click your […]