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Redtail Technology > News > Integrations > New integration with GReminders!

New integration with GReminders!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

GReminders: “Put an End to No-Shows! The Automated Scheduling & Reminder Solution for Professionals”

GReminders logo

ABOUT GReminders “GReminders is software that automates the process of sending SMS appointment reminders to clients. The result is fewer no-shows and appointments that start on time. The system also includes automated online scheduling which can be linked to Google, Outlook or directly to your Redtail calendar. Let your clients schedule themselves and save all the back and forth of manually scheduling meetings.

WHAT ARE THE INTEGRATION POINTS BETWEEN GREMINDERS AND REDTAIL CRM? 

There are several components to this integration, including:

  • Schedule activities with Redtail contacts and GReminders will automatically send SMS text message reminders to your prospects and clients reminding them of their upcoming appointments.
  • When GReminders sends SMS, or email reminders to your clients, a copy of your reminders will be imported into Redtail, against the matching contact, as Latest Notes.
  • When you use GReminders automated online scheduling, you’ll see meetings appear on your Redtail calendar AND if this is the first time an individual has booked an appointment, their contact information will be added to Redtail Contacts.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

1745-OAT-9/23/2022

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.