GReminders offers Email, SMS/Text and Phone Reminders as a way to deliver appointment reminders. We have relationships with Telecom providers across the globe. Each country actually has its own pricing, features and rules for sending and receiving text message, or phone calls. SMS/Text and Phone are exponentially more expensive to deliver an email. Email is […]
If you would like to customize the look of your email reminders using a banner image at the top of your email and a logo in your signature, you can do this quickly and easily using GReminders’ appointment reminder software. EMBED YOUR LOGO Step 1: Upload your logo to GReminders: In GReminders, navigate to Setup […]
Contacting GReminders Support is easy. Simply email to [email protected] This will create a support ticket. Our support staff is available Monday – Friday from 7am – 6pm Pacific Time. Support tickets are typically responded to within a few hours. We pride ourselves in providing first class service. If your support incident requires a web meeting […]
Some customers who receive SMS may not want to receive your SMS Appointment Reminders. While we see this as a rare occurrence your customers have rights. GReminders handles standard English-language reply messages such as STOP, STOPALL, BLOCK, and UNSUBSCRIBE responses. If a customer replies with any of these keywords we will automatically add this phone […]
Welcome to GReminders. Meet smarter and grow faster with our AI-powered pre-meeting preparation. Are you ready?You will be. With AI-generated pre-meeting briefs, you decide what information you want included and how you’d like it organized. Our system gathers the data you need automatically. We’ll pull information from your CRM, including Wealthbox, Salesforce, Redtail, and more. […]
Want to use reply status as criteria for sending out Reminders? For example, maybe you have a 24 hour and 2 hour, and 15min reminder scheduled. Maybe you only want to send out the 2 hour one IF the person has not confirmed or acknowledged your first reminder you sent 24 hours ago. Event Status […]
The GReminders Bulk Sends feature allows you to automatically invite clients to schedule their upcoming review meetings based on criteria pulled directly from your connected CRM (e.g., Redtail, Wealthbox, Salesforce, etc.). By sending a personalized booking link tied to your Event Type, clients can self-schedule at their convenience—streamlining your review process. The key to success […]
GReminders is an AI-powered meeting management and appointment scheduling platform designed for financial advisors and professionals in professional services (like accountants, attorneys, therapists, and sales teams), and businesses looking to streamline client meetings. Our core focus is handling the entire meeting lifecycle in one integrated tool, rather than requiring multiple separate apps. GReminders can send […]
GReminders seamlessly integrates with your Redtail Contacts, empowering you to search and target specific contact lists with precision. This integration is a cornerstone of our Automation (Bulk Send) feature, enabling tasks such as sending automatic Birthday and Anniversary messages, streamlining your client review invitation process, and more. (Click here to learn more about this process) […]
Welcome to GReminders We save advisors and their assistants hundreds of hours a year by automating the entire meeting lifecycle. What is the Meeting Lifecycle? Here’s a breakdown of the process: How much time does this take? According to a recent survey, advisory offices spend approximately 13.5 hours per client per year on these activities. […]
