Introducing Next Level AI-Automation with XLR8
Join GReminders and XLR8 for a joint webinar on building next level AI Automations for your practice!
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Trusted by 5,000+ Financial Professionals
GR is one of the best softwares to link to the Redtail CRM. The thoughtful build outs for users make such a huge difference and really help make the experience for clients more detailed.
Jac AndersonTechnology Training Coordinator - CPS Investment Advisors
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.
That is quite robust software.
Robert Rafano, CFPPrincipal - Financial Foundation Services
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 KingDir IT - Principal Wealth Group
Its simple, easy to use platform. Support is amazing! There are so many features that make it easy for clients to schedule appointments with our advisors in addition to the automation
Nathan KnightOperations Manager - Faithward Advisors
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
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
Edward GaribayInvestor Relations - Rastegar Capital