GReminders Customer Testimonials: See What Advisors Are Saying | GReminders

GReminders Customer Testimonials: See What Advisors Are Saying

Honestly, being able to reach out, get answers fast, and even talk to someone on the phone whenever needed were big reasons I chose GReminders over the other options. You guys make it easy!

K9 Advisors
Edel Miedes
Owner - K9 Advisors

Simple and really easy to use. I really like how it automatically links to my calendar and sends out reminders to my clients before our scheduled session.

StormWind Studios
Johnathan Castro
Business Development Rep - StormWind Studios

Easy to use and ability to text and call appointment setters to confirm their appointment. Great tool for appointment reminders!

Renters Warehouse Atlanta
Jenise Flye
Business Development Manager - Renters Warehouse Atlanta

I love that GReminders takes the friction and time out of manually sending confirmation emails and texts. Its seriously one of the best tools that my team has implemented! Integrates seamlessly with Hubspot and Aircall

Honeycomb Credit
Meredith Warchol
Sales Development Rep - Honeycomb Credit

This product is so simple to use! I love many feature of GReminders, one of them being how user friendly it is to not only create an event and publish but also to edit. It helps my clients book photography appointments and keeps my calendar synced and organized.

World Wide Technology
Tara Cory
Client Development Team Lead - World Wide Technology

It's so easy! We use it all the time! They also send an email to me when someone accepts or declines an appointment, so I can follow up with them!

McLain's Painting Services
Cassie Dockery
Office Mgr - McLain's Painting Services

Confirmation SMS Message is the most useful tool that our business using - GReminders is solving our efficiency problems

Perth Chauffeur Company
Mark D
Business Owner - Perth Chauffeur Company

Thank you for a great product! It has been a HUGE help!

Superior Steel Sales
Robert Martineau
Sales - Superior Steel Sales

Customers respond to the Reminders, It's great for reminding them to show up to the demos.GReminders is increasing our "keep rate" for product demos

Transax Inc
Michael Gravelyn
Sales Manager - Transax Inc

We used to email clients back and forth to set up an appointment. This would cost us time and money because our competition would often book the appointment sooner. We are now able to get the client to book with us faster.

Chavez Web Design, LLC
Luis Chavez
President - Chavez Web Design, LLC

I used to get no-shows all the time for driving lessons at my driving school. For summer, our busiest time, I needed that to stop! Since using GReminders, I only had 3 no shows all summer! That is unheard of in our business.

1st Stop Georgia Driving Academy
Sarah Casto
President - 1st Stop Georgia Driving Academy

GReminders has proven to be an invaluable tool for our business, improving the efficiency of our communications and improving our customer experience, too.

Prepory
Sandro Pacella
Marketing - Prepory

The tool is incrediblly easy to use and set up. Has improved our show rate exponentially! Integration with Hubspot was built for us when we started and works well and are contiunuing to listen to how to integrate it further and has!

Brivity
Jacob Hahs
Sales Director - Brivity

GReminders helps us reduce missed appointments and no-shows. I like that GReminders works seamlessly with my Google calendar, pulls our client's phone number and appointment time and sends them a reminder text at a set time before our scheduled arrival time.

As The Lock Turns Podcast
Cory Conklin
Podcast Host - As The Lock Turns Podcast

One of the best things about GReminders is that it helps me stay organized in the way I notify my clients of our pre-arranged meetings.

Tom Borg Consulting, LLC
Tom Borg
President - Tom Borg Consulting, LLC

Makes it easier to Schedule Meetings with new Prospects. Cuts a lot of the friction.

San Francisco, CA
James
Account Executive - San Francisco, CA

The product fits a specialized need we have and Support has been great. I looked at a few other options and went with GReminders 90% because of support, so thanks

MBR Construction
Tom Koch
Estimator - MBR Construction

GReminders has made a huge impact in our business, from scheduling to reminders. We work so hard to get new Prospect meetings, this reduces no show rates dramatically.

Chicago, IL
Mark
Sales Manager - Chicago, IL

What I like most about GReminders is how user-friendly it is! There is just one step - simply add a telephone number to your meeting when putting it on the calendar to let GReminders work its magic.

JELD-WEN
Karolina Śmietanka
Talent Acquisition - JELD-WEN

As a recruiter it allows me to know who will be showing up to their interviews and who will not. I also love the feature where clients can book appointments with me directly through my calendar.

Recruiter
Julia S
Talent Acquisition - Recruiter

Makes life easier for everyone! Candidates appreciate being able to select the time that works for them and with Text Reminders they show up!

Corporate Recruiter
Abbie
- Corporate Recruiter

Works seamlessly nothing more to add to my day

Parent Educator
Melissa W
- Parent Educator

GReminders is a great reminder tool for online businesses! The automated reminders via SMS, email, or voice calls, reducing no-shows and last-minute cancellations.

Cleveland Clinic
Tracy Gutierrez, RDMS, RVT, MHSc
Diagnostic Medical - Cleveland Clinic

I really love how it has made my work day easier by helping me schedule with clients and remind both of us about upcoming appointments. I like the reminders I get every day and that they show up on time and are beneficial to look at.

Cascade Academy
Cydney Brereton
Residential Treatment Mentor - Cascade Academy

GReminders is a HIPAA compliant option that is affordable AND the customer service response is super fast! People can pay when they schedule. Appointment reminders go out by text and email.

Collin College
Dr. Monique Thompson
- Collin College

It is allowing me to concentrate on what matters and is time efficent.

Shamsie Behavioral Solutions
Danielle Shamsie Prejean
- Shamsie Behavioral Solutions

Easy, easy, easy! Have really liked having this feature to offer my clients.

Medical Practice
Tonya C
Owner - Medical Practice

Our Dental Practice was plagued with no show patients. We have a pretty long waitlist and it seemed like such wasted time when our dentist and hygenists were not attending to patients. We estimate that GReminders has cut down on our no shows by about 90%!

Dallas, TX
Lisa
Dental Office Manager - Dallas, TX

I already use Google Calendar for my business scheduling, and GReminders integrates easily into the system I was already accustomed to. I found GReminders to do exactly what I wanted at the right price.

Stephanie B
Therapist -

Super easy to use and very low maintenance

Medical Practice
Casey L
Office Manager - Medical Practice

Very helpful software in reminding my therapy clients that we have sessions. It allows my clients to RSVP and let me know that they are coming. It also reminds them 24 hours before. This has been great in increasing attendance and reinforcing no show policies.

Amy V
Therapist -

After a free intro appointment with a specialist, and I learned that this program can do so much more - I had no idea.

Advanced Health & Wellness
Greg Celaya, DC, MS
- Advanced Health & Wellness

GReminders is my choice for scheduling. It integrates with my calendar and I love how easy it is to reschedule or cancel an appointment

Aaron Ellis
Clinical Hypnotherapist -

I love that GReminders accurately allows prospective clients to self-schedule and that they are HIPAA compliant!

Elizabeth Polinsky
Therapist -

We are a large health system in Rochester NY for older people. I oversee our Sales, Marketing and Admissions Teams across all service lines. I don’t think I have ever contacted a vendor to say how much we love their product ... It has been a very worthwhile investment. Thank you!!

St. Ann’s Community
Eileen Ryan-Maruke
VP Marketing - St. Ann’s Community

It's simple but complete - Not complicated to use. No training or tutorial needs to start using it. I use it every day and it has wonderful tools to remind me about new events.

ChronWell, Inc
Adamary Finol
Chronic Care - ChronWell, Inc

We’ve been using GReminders for the past two years and have 20 calendars for our employees and contractors connected to the platform. We’re very pleased with its feature set, reliability, pricing, and customer support. What we love most is how customizable the client and personal reminders are—you can do virtually anything with a simple script. We evaluated few appointment notification solutions before choosing GReminders, and we’re really glad we made this decision.

Advanced Psychology Services
Michael S.
Director - Advanced Psychology Services

Your service is simple and easy to use, intuitive. The customer service response time is great and detailed.

Daly Counseling & Consulting
Jessica Fealk
- Daly Counseling & Consulting

I find this system to be effective in time management. It keeps me organized & allows me the opportunity to maximize my schedule. GReminders will make you more efficient in your daily role & allow you to use time more wisely.

Metro Property Management
Shona Barrett
- Metro Property Management

We do a lot of remote showings using Facetime and have been using GReminders to schedule and remind our clients when we’ll be live at a new property. It was very easy to set up and the whole process has been very effective.

Dallas, TX
Brittany
Realtor - Dallas, TX

GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.

York, PA
Shelley C
Dir Ops - York, PA

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!

New York, NY
Mike L
Financial Advisor - New York, NY

By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.

San Francisco, CA
Michael T
Dir Ops - San Francisco, CA

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.

Boston, MA
Gavin F
Financial Advisor - Boston, MA

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!

San Diego, CA
Warner
CFP - San Diego, CA

We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.

Akamai Investment Advisors SC
Jamie Hanson, BFA
Founding Partner - Akamai Investment Advisors SC

That is quite robust software.

Financial Foundation Services
Robert Rafano, CFP
Principal - Financial Foundation Services

The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?

Park Edge Advisors LLC
Ronda Warner
VP Operations - Park Edge Advisors LLC

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

Ally Jaymes Freeman
Advisor -

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

Rastegar Capital
Edward Garibay
Investor Relations - Rastegar Capital

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 Insurance
Belen Sanchez
CEO - Belen Sanchez Insurance

The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.

Elite Income Advisors
Madelyn Marks
- Elite Income Advisors

It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!

Simplicity Ops
Katherine Beltran
- Simplicity Ops

Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.

Mach1 Financial
Brent Leas
COO - Mach1 Financial

GReminders is by far the best product in our tech stack.

Bridges Wealth Management
Russell Telfer
- Bridges Wealth Management

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

Guardian Financial Wealth
Geryl Winterowd
COO - Guardian Financial Wealth

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.

360 Financial
San Juanita Murphy
Advisor - 360 Financial

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.

Principal Wealth Group
Doug King
Dir IT - Principal Wealth Group

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.

Boda Financial
Jerry Boda
CFP - Boda Financial

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.

SRG Financial Advisors
Dan Garrett
Strategy/Tech - SRG Financial Advisors

GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!

Guardian Financial Group
Matthew Pontes
Advisor - Guardian Financial Group

GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.

Modern Strategy Investments
Vivien Enders
AAMS, CRPS - Modern Strategy Investments

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.

Osaic Wealth
Stephanie L
Financial Advisor - Osaic Wealth

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

Faithward Advisors
Nathan Knight
Operations Manager - Faithward Advisors

I love that GReminders has made scheduling so much easier, especially the fact that they create and send the Zoom link out automatically. My scheduling productivity has increased dramatically since we have started with them. We love GReminders and use it all of the time!

LifeWealth Group
Joella R
Client Experience Specialist - LifeWealth Group

The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously.

Infinity Tax & Financial Planning
Olivia S
Client Experience Coordinator - Infinity Tax & Financial Planning

Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated

Financial Clarity
Rebecca G
Exit Planning Advisor - Financial Clarity

I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.

Emerald City Fiduciary Group
Olivia J. Rice
- Emerald City Fiduciary Group

We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.

Magnetic North Advisors
Julie Zemke
Director - Magnetic North 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.

Troxell Financial Group
Erin Crumly
President - Troxell Financial Group

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.

Advisor Financial
Dave Luck, CPA CFP
- Advisor Financial

GReminders app is awesome! Using it right now in a conference. Thank you!

Frandsen Morrill Advisors
Chris Morrill
Director - Frandsen Morrill Advisors

We do have an aging client base, and they're catching on. The end user ease is very important to us.

Troxell Financial Group
Erin Crumly
President - Troxell Financial Group

When it comes down to our business model, the integration is key.

Troxell Financial Group
Erin Crumly
President - Troxell Financial Group

We're very obsessed with the Notetaker. It has made my life so much easier.

Troxell Financial Group
Erin Crumly
President - Troxell Financial Group

It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.

Emerald City Fiduciary Group
Jeff Moormeir
Founder - Emerald City Fiduciary Group

We love the pre-meeting briefs

Mirus Planning
Maily Wirks
- Mirus Planning

we just want to thank you and express our gratitude to you

The Valhalla Group
Jonmark Richardson
CEO - The Valhalla Group

It's been an amazing tool to help us get better and deliver a better experience for our clients

Kennedy Wealth & Tax
Kevin Kennedy, CPA
- Kennedy Wealth & Tax

GReminders has become an indispensable part of our practice

Gibson Wealth Advisors
Allen Gibson, CFP
- Gibson Wealth Advisors

GReminders seamless process saves us countless hours

Mirus Planning
Kyle Temple CFP, CPWA
- Mirus Planning

the flexibility and the east of use is by far the easiest and best software integration tool I found

Adapt Wealth Advisors
Donnie Robinson
CEO - Adapt Wealth Advisors

In terms of time, it's saving me an hour for every client. If it's a complex client, I'm saving even more time. It's just the review the content, get it out, sync it to CRM.

Troxell Financial Group
Erin Crumly
President - Troxell Financial Group

Being able to write directly on calendars and change directly on calendars was a big selling point - along with initiating workflows.

It adds flexibility to scheduling. The openness to feedback is helpful.

Our reminders are logged back to Hubspot, unlike Calendly, so we're aware of what's going out.

We're feeling the love with GReminders. You have competitors - but I haven't seen one that does scheduling and AI.

Troxell Financial Group
Erin Crumly
President - Troxell Financial Group

I literally dreamt of the day and it his here, It is the greatest timesaver efficiency pickup that I could ever recommend

Simplicity Ops
Kate Guillen
Founder - Simplicity Ops

there is a huge distinction between an integration and an Automation and what GReminders has done is very unique in the advisor Tech World

CRM Consultant
Stephanie Dannebaum
- CRM Consultant

take my time from an entire day to 40 minutes that's huge savings right there

Brio Financial Group
Barbara Domingo
CSA - Brio Financial Group

before I found GReminders we were calling every client to confirm their meeting

Weaver Consulting Group
Kaylyn Lane
Client Services - Weaver Consulting Group

you guys are hitting the mark with advisors in the wealth management space

Seaside Wealth Management
Matthew Awai
Operations - Seaside Wealth Management

With GReminders being fully integrated, it saves a ton of time

Ginsberg Financial Strategies
Michael Ginsberg, JD, CFP
- Ginsberg Financial Strategies

this is going to be our best friend

Select Wealth Partners
Darren McCarthy
- Select Wealth Partners

GReminders has definitely been a real asset to us in terms of just improving how we schedule and manage our meeting flow.

Sanctuary Financial Planning
Sarah Charles
Founder - Sanctuary Financial Planning

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.

Houston, TX
Dixon
CPA - Houston, TX

Life Saver during Tax Season. Like Hiring an assistant for a fraction of the cost.

New York, NY
Samuel
CPA - New York, NY

Our office is crazy busy and sending text reminders to clients has been great, but with attorneys in and out of the office all day, reminding them of their own upcoming appointments has been equally important.

Philadelphia, PA
Debbie
Office Manager - Philadelphia, PA