GReminders integrates directly with Wealthbox CRM and allows you to: Send Personalized SMS Reminders to Wealthbox Contacts Writeback Reminders as Notes Against Wealthbox Contacts Create New Contact Records in Wealthbox when New Contacts Schedule with You To start your free trial of GReminders and integrate to Wealthbox, follow the steps below. The entire setup process […]
Custom Fields in Wealthbox Custom fields in Wealthbox are indispensable tools for financial advisors, serving as a critical component in their quest to provide tailored and highly personalized services to clients. These fields offer advisors the capacity to organize, categorize, and segment client data in a way that aligns precisely with their unique business needs. […]
Custom Contact Roles in Wealthbox As a business expands, the challenge of effective communication within the team grows. Smaller advisory firms benefit from their simplicity, maintaining clear lines of communication due to their limited size. However, as businesses scale and the workforce increases, it becomes imperative to enhance communication and delineate responsibilities. One approach for […]
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: […]
If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom questions asked during online scheduling with corresponding fields in your CRM. Important customer data is added to your CRM during scheduling and can be used in your appointment reminders. Keep reading to understand how to set up […]
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 […]
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
Leverage your CRM such as Redtail, Wealthbox, Salesforce, Hubspot, Pipedrive, etc… with GReminders AI Notetaker. Efficiency and seamless integration are the cornerstones of effective client relationship management. GReminders’ AI Notetaker is revolutionizing how professionals handle meeting summaries and task management by effortlessly pushing this crucial information into your CRM. This powerful feature ensures that all […]
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 […]
GReminders helps you stay compliant with tools that allow you to archive all of your SMS reminders, email reminders and even voice call reminders. This article will help you understand the differences between the tools we provide and the advantages of each. GReminders SMS Reminders vs SMS Messaging GReminders is reminder software that sends SMS […]
