Mapping Questions to Your CRM During Online Scheduling

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 […]

GReminders is a G2 Best Online Appointment Software Winner

Fall 2022 G2 Grid Reports are out, and GReminders is recognized as a G2’s Best Online Appointment Software Winner. G2, the worlds top software review site, has recognized GReminders with 9 awards, including ranking GReminders #1 in Easiest to Use in the Online Appointment Scheduling Category – beating out large industry leaders such as Calendly […]

Redtail Integration Setup When You Use Google or Outlook Calendar

For Redtail Integration when using Redtail as your primary calendar, Click Here. We have great news for financial advisors who use Redtail as their CRM! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule events on your Google or Outlook Calendar Writeback Reminders as Notes in […]