GReminders is like having a scheduling assistant.
My assistant used to have to link appointments to the contact in our CRM, kick off workflows, then call to confirm appointments. We have eliminated all those processes.
GReminders automatically links to the contact in our CRM, kicks off workflows, then sends texts and emails to the client regarding appointment time and location. Clients can respond to confirm or reschedule right from the text. No more calls or texts from clients for virtual meetings saying, “I can’t find the link”. GReminders sends the link 15 minutes before virtual appointments.
GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Save Time with Automated Scheduling
Allow your clients to schedule themselves directly onto your calendar using GReminders automated scheduling system integrated with your CRM:
- Native CRM/Calendar w/ Redtail, Wealthbox, Salesforce, Hubspot, Outlook and Google Calendar.
- Add New Contacts to your CRM when they schedule with you.
- Launch Workflows automatically.
- Create Opportunities automatically.
- Automate Client Review Scheduling.
- And so much more!
Remind Busy Clients with SMS Text Reminders
Are your clients busy individuals? If they are availing themselves of your services, chances are your clients have hectic schedules. Why take the chance they may forget their appointment with you? Use GReminders text message reminders to ensure clients show up for their meetings. Set up is quick and easy, and you’ll stop wasting time and money on no-shows.
Put Your Annual Reviews on Auto-Pilot
Automate your annual review process using GReminders’ Client Automations. Our deep integration with your CRM allows you to set up ongoing client notifications and invite clients to schedule their next quarterly or annual reviews. GReminders tracks the status of clients who haven’t scheduled and sends additional notifications until the meeting is booked.
Use the same automation to wish your clients a happy birthday or anniversary. Send notifications of milestone events, including Social Security, tax events, RMDs, and more.
Our Client Automations will save hours of work every week while ensuring you stay connected with ALL of your clients on a regular basis.
Schedule Teams or Group Events
GReminders includes Round-Robin team scheduling for initial consultations, All Together team scheduling so two or more advisors can meet with clients, and Group Scheduling for seminars or webinars.
Use our Routing Forms to direct clients to the right advisor’s booking calendar or for pre-qualifying prospective clients.
Embed booking calendars and routing forms directly onto your website and customize colors for a seamless look and feel.
Stay Compliant with GReminders
We know that staying compliant is important. When you use GReminders Direct CRM integration, all your reminders can be written back to your CRM under the contact record.
In addition, reminders messages are archived in GReminders up to 5 years with the ability to download a copy anytime for on-premises archiving.
Finally, GReminders includes an option for 3rd party archiving and e-discovery with companies like Smarsh, Global Relay, Veritas and others.
Direct Integration with Your CRM
GReminders is the ONLY scheduling and reminders app with DIRECT integrations to Redtail and Wealthbox CRMs. We also offer DIRECT integrations with Salesforce and HubSpot.
If you haven’t experienced the advantages of a direct CRM integration (which is far superior to indirect syncing utilized by companies like Calendly), you need to schedule a demo now to discover the difference.
Loved by Users
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
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.
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.
This is like phenomenal, GReminders has been great for my business.It has helped with our workflow. I'm able to send the email out for the annual reviews. How easy is that. It's so easy.
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
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.
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.
The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Life Saver during Tax Season. Like Hiring an assistant for a fraction of the cost.
GReminders not only helped us reduce no-shows, but we also noticed a huge improvement with clients showing up for their appointments on time. That was one of the biggest issues in our office.
