Redtail Meeting Assistant Now Inside Redtail , Wealthbox & Advyzon

Meet Smarter. Grow Faster. Advise Better.

Automate Scheduling, Reminders, AI Notes. All in One.
So you can Focus on Clients, Not Admin.

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Join Top Organizations Saving Thousands of Hours per Year

Why Top Advisors Are Switching to GReminders

Seamlessly Integrates with all your Tools, CRM & Calendars

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Stop Juggling 5 Tools – Get Everything in One Platform

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Bank Grade Security, Compliance and Privacy First

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Learn How the Average Advisor saves 600+ Hours Per Year

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Automated Scheduling

Set Client Reviews & Meetings on Auto Pilot

  • Automated Scheduling & Advanced Calendaring
  • Works with your Existing Calendars
  • 1:1 or Account Teams
  • Integration with Zoom, MS Teams, Phone System, etc...
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AI Notetaker

Save Time with AI Notes & AI Assistant

  • Save Time on Pre Meeting Prep & Post Meeting Follow Ups
  • AI Pre Meeting Briefs
  • One Click Client Presentations
  • Instant AI Note/Task Summaries
  • All Synced back to your CRM
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Automate Communications

Slash No Shows with Automated Reminders & Communications

  • Save Time on Client Follow Ups
  • Send automated SMS, email, and voice reminders clients actually read
  • AI Generated Follow Ups in your Drafts Folder
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Integrations

Deep CRM and Tool Integrations

  • Syncs with CRMs (Redtail, Wealthbox, Salesforce ...)
  • Calendars/Email (Redtail, Outlook, Google ...)
  • Documents (Box, Sharepoint ...)
  • Workflow Management (PreciseFP, Hubly ...)
  • and more...
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See it In Action See GReminders in Action

Your Success Is Our Obsession

We're your partner, not just a provider

Rated Top Appointment Scheduling App by G2 Crowd
Rated Top Appointment Scheduling App by Gartners Capterra
Rated Top SMS Appoinment Reminder App by Google Gsuite Workspace Marketplace

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.

it was very simple to set up

Doug King - Dir IT
Principal Wealth Group

We love the pre-meeting briefs

We love the pre-meeting briefs

Maily Wirks
Mirus Planning

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.

Has been a great time saver and made it more convenient for clients to connect.

Stephanie L - Financial Advisor
Osaic Wealth

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.

I don't think there's much of a comparison anymore.

Erin Crumly - President
Troxell Financial Group

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

Now we are able to have this process automated

Rebecca G - Exit Planning Advisor
Financial Clarity

GReminders has become an indispensable part of our practice

GReminders has become an indispensable part of our practice

Allen Gibson, CFP
Gibson Wealth 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!

GReminders is better than all other scheduling tools

Matthew Pontes - Advisor
Guardian Financial 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.

Links perfectly, no mistakes, no issues

Julie Zemke - Director
Magnetic North Advisors

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

time efficent.

Danielle Shamsie Prejean
Shamsie Behavioral Solutions

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

GReminders is like having a scheduling assistant

Matthew Awai - Operations
Seaside Wealth Management

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.

Giant leap forward in functionality vs. our previous booking app

Dan Garrett - Strategy/Tech
SRG Financial Advisors

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

Great Choice

Aaron Ellis - Clinical Hypnotherapist

See All Customer Reviews
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Switching is Simple - No Headaches, No Hassle

Switch from Calendly, OnceHub ...

Actually works with the systems you use everyday. 100% Automated, no more manual "extra" work.

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Switch from Zapier, Low Code ...

Unless you Really Enjoying building Zaps and maintaining your own Integrations.

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Switch from Jump, Zocks ...

Tech Stack not Tech Spread. Stop piece mealing your Technology. Buy Less Software.

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GReminders replaces five tools with one simple platform — built specifically for financial professionals. No complex setup. No duct-taped integrations. Just smooth, more efficient client engagements from start to finish.

Get started in minutes — we’ll even migrate your setup for you.

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FAQs

GReminders is an all in one meeting management platform designed for financial professionals. We combine automated scheduling, SMS/email reminders, CRM automation, and AI notetaking into one seamless solution. Whether you're a financial advisor, accountant, attorney, therapist, or sales professional, GReminders eliminates the back-and-forth of scheduling while reducing no-shows and automating your post-meeting workflows.
Yes! GReminders integrates with Google Calendar, Outlook/Microsoft 365, and Microsoft Exchange. We also have native integrations with popular CRMs including Salesforce, HubSpot, Redtail, Wealthbox, Pipedrive, and many others. You don't need to change how you work—GReminders works in the background with your existing systems.
Our AI Notetaker automatically joins your Zoom, Microsoft Teams, Webex, or other video calls, and can also record in-person meetings via our App. It generates pre-meeting briefs, AI summaries, action items, and transcripts. You can share these with clients and colleagues, push summaries directly to your CRM, create tasks, generate follow-up emails, and even brand the notetaker with your company name.
Absolutely. GReminders provides automated scheduling that allows your customers to book meetings directly with you based on your availability. It supports team scheduling/round robin, recurring appointments, one-off meetings, and automatically creates the video conference link (Zoom, Teams, Google Meet, etc.). You can embed it on your website with your own branding.
GReminders sends automated SMS text, email, and voice reminders at customizable times before appointments (minutes, hours, or days ahead). The system handles timezone management automatically and grabs mobile numbers directly from your CRM. Clients can confirm, reschedule, or cancel directly via text.
GReminders can automate your entire meeting workflow: create CRM opportunities automatically, launch workflows, put annual reviews on autopilot, send birthday/anniversary notifications, surface activities/tasks automatically, map custom fields, and provide full contact sync. Many users describe it as putting their operations on autopilot.
Yes. GReminders is both HIPAA and FINRA compliant. We offer Business Associate Agreements (BAA) and work with HIPAA-compliant calendar systems (Google Workspace, Microsoft 365, Exchange). We also support compliance archiving through Smarsh, Veritas, and Global Relay.
With two or more users on your account, you can use team scheduling features including round robin (distributes meetings evenly across team members) and "all together" scheduling. The system can automatically route appointments to the contact owner or servicing advisor based on specific criteria you add to your event types.
Yes! Using the GReminders sidebar extension for Google Chrome or Microsoft Edge, you can schedule one-off appointments. You can give the event a custom name and determine the length of the meeting. You can also make this a team event and include an internal participant to join you. Using the Sidebar, you have the same location options you have when creating meetings inside the GReminders app.
The Bulk Send tool allows users to send automated, targeted email or SMS messages to multiple contacts at once, either as a one-time campaign or as an ongoing automation. Unlike standard reminders tied to calendar events, Bulk Sends operate independently, enabling proactive outreach to clients or prospects based on predefined criteria.
Pre-Meeting Briefs are AI-powered summaries of all your recent interactions with a client since your last meeting. They're automatically sent to you via email one hour before your call (or at your preferred timeframe from 1 hour to 7 days prior). Each brief includes conversation starters, a client overview, action items, and key topics to review and discuss. You’re even able to generate a client presentation deck from your pre-meeting brief!
Yes! We offer a free trial so you can test all features before subscribing. You can also request a personalized demo to see how GReminders works for your specific use case.
We have a knowledgeable US-based support team and an extensive knowledge base. We provide complimentary System Setups for new users, and offer Standard and Premier Onboarding packages for purchase to help users build out their platforms. Users consistently praise our fast and helpful support response times.
Unlike standalone notetakers, GReminders is an all-in-one platform. While other tools just record and transcribe meetings, GReminders handles your entire meeting lifecycle - from scheduling to follow-up. Our AI Notetaker integrates directly with your CRM to automatically sync summaries, create tasks with assignments, and complete meeting records. You can generate follow-up emails to clients, trigger workflows, and create opportunities - all from one platform. Our Notetaker templates are completely customizable to how you run your practice. Plus, you get automated SMS/email reminders to eliminate no-shows and scheduling tools to book meetings without the back-and-forth. It's the only solution that connects scheduling, reminders, meeting notes, and CRM automation into one seamless workflow—no need to juggle multiple tools or manually transfer information between systems.
Yes, GReminders stores all your meeting recordings and transcripts per YOUR preferences/compliance requirements. You have complete control over these items - you can review the full transcript, listen to the recording, edit the AI-generated summary, and share them with clients and colleagues.
Yes, reminder activities are automatically logged. This creates a complete audit trail of all client communications, including when reminders were sent, delivered, and if clients confirmed, rescheduled, or cancelled appointments.
Yes, GReminders will send reminders on all your appointments and not just the ones booked via GReminders. You can set up different reminder rules based on calendar, event type, appointment title, or other criteria.
Our GReminders Mobile App allows users to record in person meetings and upload to our Notetaker tool with ease. The App is available for iOS and Android users.
You can search our Knowledge Base here for help on various topics. If you need more advanced help from a member of our support team, you can reach out to [email protected] to create a ticket.



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