GReminders provides all the tools you need during the entire "Life Cycle" of your meetings. From Scheduling and Launching Workflows, Appointment Reminders and AI Notetaking, to providing you with the summary and action items after the meeting. Cobbling together a group of apps isn't necessary. Everything you need is available in a single software program, GReminders.
GReminders automates the entire meeting lifecycle for financial advisors, saving hundreds of hours annually by streamlining scheduling, preparation, reminders, note-taking, and follow-ups in a single, integrated application. With deep CRM integrations and AI-driven features, it outperforms other scheduling apps, as recognized by the Ezra Group Fintech Integration Score.
Get Started Today with SMS Reminders and Automate Your Scheduling
Eliminate your No Shows with GReminders
Get Started Today with Out of the Box Best Practice Templates for Financial Advisors
Eliminate your No Shows with GReminders
Eliminate the Back and Forth of Scheduling
How to setup Different types of Appointment Reminders, Follow ups and Initial Booking Notifications
Round Robin or All Together Teams
Make it easy for clients to schedule appointments with you by sharing your scheduling calendar link in your emails, on your website, on printed matter and even videos.
Leverage your CRM Contacts and automate Important Notifications around various dates, such as Annual Reviews, Birthdays, Anniversaries, etc...
Need to Remind yourself, your Staff, or other People you frequently interact with about a upcoming Meeting or Event? No need to enter Phone numbers into your Calendar Events, simply use Keywords as shortcuts.
Use SMS Reminders or Text reminders to remind your staff, team, employees or board members of upcoming meetings.
Automatically allow your clients to book Google Meet Appointments onto your Google Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.
Automatically allow your clients to book GoToMeeting Appointments onto your Google Calendar, Outlook or Office 365 Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.
Automatically allow your clients to book Zoom Appointments onto your Google Calendar, Outlook or Office 365 Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.
Reduce your No Show Rate on your Zoom Meetings by sending Text or SMS Reminders prior to your Zoom Meetings or Calls.
Reduce your No Show Rate on your Hubspot Meetings by sending Text or SMS Reminders prior to your Hubspot Meetings or Calls.
Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.
Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.
The only NATIVE Redtail Calendar Integration with Automated Scheduling and Email/Text Reminders.
The only NATIVE Wealthbox Calendar Integration with Automated Scheduling and Email/Text Reminders.
Reduce your No Show Rate on your Salesloft Meetings by sending Text or SMS Reminders prior to your Salesloft Meetings or Calls.
Get Started Today with Automated SMS Reminders and Shared Calendars
Use the GReminders Chrome and Edge Extension for commonly used functions
