Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
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 […]
Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]
Custom Fields In the past, GReminders exclusively supported custom questions/fields at the “Event Type” level, facilitating the collection of information from clients who made bookings through GReminders and enabling the ability to map to CRM Fields. GReminders now offers the capability not only to write Custom Fields and Questions at the “Event Type” level but […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]
When clients visits your website, you want to make it easy for them to schedule an appointment with their Servicing Advisor in Redtail. You could always include a routing form that asks them to indicate their advisor, but perhaps they are new and have met with several advisors and you want to make sure they […]
GReminders integrates with many different CRMs. Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, Salesloft, ActiveCampaign and more. GReminders also supports Routing Forms, meaning you can Route a prospect or Customer to a Person’s or Team’s Event Type based on responses to form questions. Now you can Route your customers or prospects based on CRM Record Ownership. Prerequisites: […]
Watch the short video below to learn how easy your can reschedule appointments on Redtail Calendar when using GReminders Direct integration. Set up Reschedule notifications and our automated system does the rest! To learn more about GReminders DIRECT integration with Redtail Calendar and CRM, click HERE. If you have any questions, reach out to us […]
When you use GReminders automated scheduling to book appointments with prospective clients, you may wish to ask questions to better understand their situation, how they heard about you, or even find out what beverages they like so you can be sure to have it on hand for their appointment. GReminders allows you to map answers […]
