GReminders & RooksDM - From CRM to Meeting Management: Building a Clean, End-to-End Meeting Workflow

GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.

Doug King - Dir IT
Principal Wealth Group

That is quite robust software.

Robert Rafano, CFP - Principal
Financial Foundation Services

Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.

Edward Garibay - Investor Relations
Rastegar Capital

This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect.

Stephanie L - Financial Advisor
Osaic Wealth

Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.

Geryl Winterowd - COO
Guardian Financial Wealth

Great Scheduling and AI software in one combined package. Great support team to troubleshoot any issues that arise. Great training and support to set up GReminders.

Dave Luck, CPA CFP
Advisor Financial

GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.

Ally Jaymes Freeman - Advisor

I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.

Belen Sanchez - CEO
Belen Sanchez Insurance