online meeting scheduling tools

Practifi CRM Integration Overview

Posted on March 23, 2026March 23, 2026 by Mikayla Wilson

Overview GReminders offers a direct, native integration with Practifi, the Salesforce-based CRM platform designed specifically for financial advisory firms and RIAs. This integration seamlessly connects scheduling, automated reminders (SMS, email, voice), AI-powered meeting intelligence, contact/entity creation, pre/post-meeting automation, and bi-directional data syncing—ensuring every booked meeting becomes structured CRM activity that drives workflows, documentation, and client […]

Send Reminders at Specific Times

Posted on March 23, 2026March 31, 2026 by Sarah Mitchell

Want to send your SMS, Text, Email or Phone reminders always at 8am for the next day’s appointments? Send your reminders only on weekdays, so that your appointments on Monday don’t send on Sunday. Want to send all your Reminders for that week on Monday Morning? Or send all your Reminders for the next day […]

2FA – Two Factor Authentication

Posted on March 23, 2026June 11, 2026 by Sarah Mitchell

GReminders supports multiple authentication methods. The most common is to use the default Google or Microsoft connections. Meaning you are logging in via Google/Microsoft to your Google Account, and thus all the safeguards that you have with Google or Microsoft including Mutli Factor Authentication/2FA, SAML, IP restrictions, and many other security protocols. However if you […]

Changing your Login Account

Posted on March 23, 2026September 8, 2026 by Sarah Mitchell

GReminders relies on either your Google or Microsoft login or can support basic Username/Password for authentication. Since your calendar is generally tied to your email account login (which is generally hosted on Google or Microsoft), it’s natural for you to use these credentials for login. It also makes it more secure since GReminders never stores […]

Bring your Own SMS Number

Posted on March 23, 2026March 28, 2026 by Sarah Mitchell

GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to a meeting to reduce No Shows, or reaching out to the client when it’s time for their Bi-Annual Review, etc… By default, GReminders maintains Phone Numbers for you that can be used to send these […]

Text Reminders with Zoom Link Option

Posted on March 22, 2026March 23, 2026 by Mark Hill

Do you give your clients a choice to meet with you in person or on Zoom? You may have thought you would have to set up multiple reminder templates depending on their choice of locations, but GReminders makes it simple to use a single reminder template for both situations. Setting up the Choice of How […]

Text Reminders Increase Productivity

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

As a business professional, you understand the importance of efficient customer service. One of the keys to providing a high level of customer service is making sure your customers show up for their appointments. Unfortunately, customers often forget or miss their appointments due to miscommunication. That’s why text reminders are essential for businesses looking to […]

Can HubSpot Send Text Messages?

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

As a HubSpot user, you want to get the most out of your platform and find ways to maximize your sales productivity. One way to do this is by using GReminders with HubSpot. GReminders is an AI-powered end-to-end meeting management platform designed primarily for professionals like financial advisors that can help you increase sales productivity […]

Meeting Types for Reporting and Notifications

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

Meeting Types have multiple purposes: they can offer high visibility into the performance of your organization AND can be used for Notification Purposes. We will explore all the uses here. Your organization has lots of meetings both internally and with clients and customers. Are you tracking these meetings? Do you know the productivity of your […]

Can Salesforce Send Text Messages?

Posted on March 22, 2026March 23, 2026 by Sarah Mitchell

Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer data, sales, and marketing. It offers a range of products for managing customer relationships, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and more. Why use text messages for reminders? Text messages (also referred to as SMS messages) are a quick […]