Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff members. In this article we will explore how to manually or automatically share Notetaker records to the right people. Sharing Internally Manually On the Notetaker Page you can manually share the recording to other Users […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
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 […]
Your Data is your Data. If you no longer need GReminders you can delete or cancel your account at any time without speaking with anyone. To do this go to SETUP > Billing and Scroll all the way down the screen. You should see this: Simply hit Delete Account. This will remove your account and […]
Introducing Seamless Integration: GReminders and PreciseFP Join Forces for Enhanced Client Engagement In the dynamic world of financial advisory services, efficiency and client interactions are paramount. Enter the groundbreaking integration between GReminders and PreciseFP—two powerful tools that have now joined hands to revolutionize how advisors engage with clients and prospects. On the GReminders Side: When […]
GReminders allows you to create various types of notifications. Both from a method such as Email, SMS or Text, or Phone Calls, AND then from a timing standpoint such as Initial Appointment Creations, Reminders prior to an Event or Appointment, and Follow Ups after the Event Ends. All this is done by going to Client […]
Do you have clients you meet with on a quarterly, bi-annual, or annual basis? Use automated text appointment reminders to remind your clients when to schedule their next meeting. Since many clients may be scheduling appointments with you at the same time of year, expedite the process by utilizing automated online scheduling from GReminders. In […]
Would you like to personalize your appointment reminders? Would you like to see your clients’ names when they confirm appointments? When you use GReminders automated scheduling for individual or group events, or if you integrate GReminders with Salesforce, Hubspot, SalesLoft, or other CRMs, individualized meeting participant data are now available to use with GReminders SMS […]
Note: Voice Reminders are available with any Pro Plan in the United States, Canada, and selected countries. Each message is equal to one SMS credit. To learn if voice call reminders are supported in your country, contact [email protected] Did you know that GReminders allows you to send automated voice reminders to clients? It is one […]
