GReminders: A single solution for the meeting lifecycle
Meetings begin with scheduling and offering multiple ways for prospects and clients to get on your calendar. The GReminders sidebar extension is just a click away and offers a variety of ways to share meeting links, schedule for clients, or create one-off events on the fly for you or your team.
Website visitors can schedule with the right financial professional utilizing GReminders’ robust routing tools. Pre-qualify prospects and route them to a round-robin team so they can meet with an advisor as quickly as possible. New contact records are created automatically in your CRM when prospects schedule with you.
Client automations from GReminders put your entire client review scheduling on autopilot. Because of our direct sync with your CRM, our system can detect when clients are due for their next review and automatically send them an invitation to schedule their next meeting. You can even set up a sequence of invitations that will repeat until a meeting is booked.
We’ll make sure you and your team are ready for your meetings by automatically launching workflows in Redtail or Wealthbox. You can even automatically create opportunities based on specific activity types.
Remind clients of their meetings using SMS, email, and voice reminders. You’ll reduce costly no-shows and clients will show up on time, ready to meet with you.
Whether you host virtual meetings or meet with clients in person, stay focused on your client’s needs and make the most out of each meeting by utilizing GReminders’ AI notetaker.
Following your meeting, you’ll receive an email from GReminders containing a summary of your discussion. You can automatically copy staff and access the full recordings of virtual meetings in GReminders. Below the recording, you’ll find a copy of the summary that was emailed to you. An entire transcript of your meeting is also available to view.
Save additional time by generating follow-up emails to your clients. Review, make any edits necessary, and copy to your clipboard. Open an email to your client and paste the summary. How easy is that?
GReminders is all about saving you and your staff hours every day, giving you the opportunity to meet with more clients. Utilize our scheduling and client automations, workflows and opportunities, appointment reminders, AI notetaker and AI summary, action items, and follow-up – a single solution for the meeting lifecycle. Try GReminders free at GReminders.com