We currently use a spreadsheet for annual review scheduling - Client by Month. As we grow this is not sustainable, obviously. What is helpful is that if they haven't scheduled their meeting we can go back and send additional reminders. In Redtail, I have set up a Keyword month for each client so I can generate a group to send a bulk email to invite them to schedule their meeting. What is the best way for me to track who hasn't scheduled so I can send reminders? Is there another field I can enter? It doesn't seem that tracking by Annual Review in Know your Client will work.

Where is the best place to record a trusted contact (especially for Senior Investors) in Redtail?

We are trying to find a scheduling solution (ex. Calendly, Zoom Scheduler) that will make it easy for us to offer times to clients/prospects that work for multiple team members. Anyone have a tool they like for this?

I am playing with the idea of using AI to help take meeting notes, especially for virtual meetings, and am looking for suggestions or ideas. Which programs have you used, and what are the pros and cons? Thank you in advance.