- Send Reminders to Clients
- Setup Automated Scheduling
- AI Notetaker
- Integrate with your CRM
- Manage Teams
- Send Reminders on Multiple Calendars
- Do Advanced Reporting
- Be HIPAA / FINRA Compliant
- API/OEM Integration
- and more...
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
Madelyn Marks- Elite Income Advisors
Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.
Brent LeasCOO - Mach1 Financial
If I were to pull up my metrics from Calendly, it was a 5% or less usecase for scheduling. And then you had none of the notetaker capacity, follow-ups, communicating with my team, check a box and push it through to the CRM. I don't think there's much of a comparison anymore.
It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!
Katherine Beltran- Simplicity Ops
The tool is incrediblly easy to use and set up. Has improved our show rate exponentially! Integration with Hubspot was built for us when we started and works well and are contiunuing to listen to how to integrate it further and has!
Jacob HahsSales Director - Brivity
GReminders is by far the best product in our tech stack.
Russell Telfer- Bridges Wealth Management
Makes it easier to Schedule Meetings with new Prospects. Cuts a lot of the friction.
JamesAccount Executive - San Francisco, CA
I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.
Jerry BodaCFP - Boda Financial
