Learn how to create opportunities within your Redtail or Wealthbox CRM when clients or prospects schedule through GReminders Event Types Redtail CRM Opportunity Tracker: The Opportunity Tracker in Redtail serves as a powerful tool for financial advisors. Its purpose is to help advisors monitor their pipeline, engage with prospects, and ultimately close more business. When […]
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
Webflow is an excellent tool for building Web Pages, acts as a CMS (Content Management System) and provides a very nice WYSIWYG interface for designing corporate sites, ecommerce sites, etc… The GReminders Booking widget can be easily embedded into a Webflow page. For example to Schedule a Demo, or Book a Support Call, or Meeting […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]
If you are using Microsoft 365 or Office 365 for your Mail/Calendar Infrastructure, and you want to use GReminders, your users will need to connect their O365 Calendar to GReminders. Trust First and foremost, GReminders is built with a Security first approach. Please visit our Security Center and request our Security Whitepaper from your GReminder’s […]
The following information should not be used as a substitute for legal advice. Congress passed the Telephone Consumer Protection Act in 1991 in response to citizen complaints about unsolicited phone calls from marketers. They later expanded the act to include SMS text messages. The act has been interpreted many different ways, so we won’t endeavor […]
If you are communicating with your prospects or customers via SMS to individuals in the European Union, compliance with the General Data Protection Regulation (GDPR) is essential. The GDPR, effective since May 2018, is designed to safeguard the privacy and personal data of individuals within the EU and the European Economic Area, establishing rules and […]
If you are using GReminders’ booking links for your clients and prospects in conjunction with your HubSpot account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types. Understanding HubSpot Workflows The workflows tool in HubSpot enhances your marketing efforts and […]
If you do business with people in multiple timezone please read about Client Timezones or using CRM Contact Matching (use local Zip code) However if you ONLY do business in your own timezone this article is for you. Reminders When sending out reminders always send them in your local timezone (if ALL your customers are […]
