End to End Meeting Management Platform
Put Your Review Scheduling on Auto-Pilot
- Completely Automate Client Review Scheduling
- Automate Follow-ups Until Client Schedules
- Automate Client Birthday and Anniversary Wishes
- Set up Milestone Notifications
- Sync with Contact Records in Redtail, Wealthbox and Salesforce
Workflow Automation
- Setup Workflows in GReminders based on Event Types
- Launch Workflows Automatically in Redtail or Wealthbox after Bookings
- Automate Task Creation
- Launch Engagements in Precise FP
Opportunity Automation
- Automatically Generate Opportunities in your CRM
- Customize Fields such as Type, Source, Stage
- Indicate Target Close Dates
- Automatically Create Opportunities in Redtail and Wealthbox after Bookings
No-Show Reschedule Automation
- Mark Meetings as Complete or No Show from GReminders Sidebar
- Automate Follow-up Messages based on Outcome
- Automatically Send No-Show Notifications with Reschedule Links
Secure & Compliant
- Bank Grade Security
- Encrypted in Transit and at Rest
- BCC and Email Digests for Archiving and Journaling
- FINRA, SOC2, HIPAA
- Data Retention to match your Policies
We’re a Partner, Not Just a Provider
- Premium Support
- Frequent Improvements/Releases
- Dedicated Customer Success
- 1:1 Setup Help
- Product Update Webinars
- Regularly Updated Help Articles
- Custom Onboarding Packages
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.
GReminders is by far the best product in our tech stack.
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.
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!
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.
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.
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
