The Meeting Life Cycle

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: A single solution for the meeting lifecycle

Meetings begin with scheduling and offering multiple ways for prospects and clients to get on your calendar. The GReminders sidebar extension is just a click away and offers a variety of ways to share meeting links, schedule for clients, or create one-off events on the fly for you or your team.

Website visitors can schedule with the right financial professional utilizing GReminders' robust routing tools. Pre-qualify prospects and route them to a round-robin team so they can meet with an advisor as quickly as possible. New contact records are created automatically in your CRM when prospects schedule with you.

Client automations from GReminders put your entire client review scheduling on autopilot. Because of our direct sync with your CRM, our system can detect when clients are due for their next review and automatically send them an invitation to schedule their next meeting. You can even set up a sequence of invitations that will repeat until a meeting is booked.

We'll make sure you and your team are ready for your meetings by automatically launching workflows in Redtail or Wealthbox. You can even automatically create opportunities based on specific activity types.

Remind clients of their meetings using SMS, email, and voice reminders. You'll reduce costly no-shows and clients will show up on time, ready to meet with you.

Whether you host virtual meetings or meet with clients in person, stay focused on your client's needs and make the most out of each meeting by utilizing GReminders' AI notetaker.

Following your meeting, you'll receive an email from GReminders containing a summary of your discussion. You can automatically copy staff and access the full recordings of virtual meetings in GReminders. Below the recording, you'll find a copy of the summary that was emailed to you. An entire transcript of your meeting is also available to view.

Save additional time by generating follow-up emails to your clients. Review, make any edits necessary, and copy to your clipboard. Open an email to your client and paste the summary. How easy is that?

GReminders is all about saving you and your staff hours every day, giving you the opportunity to meet with more clients. Utilize our scheduling and client automations, workflows and opportunities, appointment reminders, AI notetaker and AI summary, action items, and follow-up - a single solution for the meeting lifecycle. Try GReminders free at GReminders.com

Related Articles:

Overview of GReminders

Get Started Today with SMS Reminders and Automate Your Scheduling

SMS Appointment Reminders with Google Calendar

Eliminate your No Shows with GReminders

Getting Started with GReminders Finance Templates

Get Started Today with Out of the Box Best Practice Templates for Financial Advisors

SMS Appointment Reminders with Outlook and Office 365

Eliminate your No Shows with GReminders

Let Clients Book Appointments directly onto your Google Calendar

Eliminate the Back and Forth of Scheduling

Appointment Reminder Templates

How to setup Different types of Appointment Reminders, Follow ups and Initial Booking Notifications

Using and Setting up Teams

Round Robin or All Together Teams

Sharing Your Scheduling Calendar Link

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.

Client Automation Puts Your Scheduling on Auto-Pilot

Leverage your CRM Contacts and automate Important Notifications around various dates, such as Annual Reviews, Birthdays, Anniversaries, etc...

Using Keywords

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.

Remind Your Staff to Show up to Team Meetings using SMS or Text Reminders

Use SMS Reminders or Text reminders to remind your staff, team, employees or board members of upcoming meetings.

Automatic Appointment Scheduling using Google Meet or Google Hangout

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.

Automatic Appointment Scheduling using GoToMeeting

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.

Automatic Appointment Scheduling using Zoom

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.

Send SMS / Text Reminders for your Zoom Meetings

Reduce your No Show Rate on your Zoom Meetings by sending Text or SMS Reminders prior to your Zoom Meetings or Calls.

Sending Text Reminders with HubSpot

Reduce your No Show Rate on your Hubspot Meetings by sending Text or SMS Reminders prior to your Hubspot Meetings or Calls.

Sending Text Reminders with Salesforce

Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.

Sending Text Reminders with ActiveCampaign

Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.

Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar

The only NATIVE Redtail Calendar Integration with Automated Scheduling and Email/Text Reminders.

Automated Scheduling and SMS Text Reminders for Wealthbox CRM and Wealthbox Calendar

The only NATIVE Wealthbox Calendar Integration with Automated Scheduling and Email/Text Reminders.

Sending Text Reminders with Salesloft

Reduce your No Show Rate on your Salesloft Meetings by sending Text or SMS Reminders prior to your Salesloft Meetings or Calls.

Appointment Reminders and Shared Calendars

Get Started Today with Automated SMS Reminders and Shared Calendars

GReminders Sidebar

Use the GReminders Chrome and Edge Extension for commonly used functions