End to End Meeting Management Platform
by US News and World Report 2024
SMS, Email and Voice Reminders
- No Matter where the Meeting originated!
- Automatically send Initial Booking Notifications via Email or SMS
- SMS/Text Clients of Upcoming Events
- Phone Call Reminders for older demographics
Options and Flexibility
- Initial Booking Notifications
- Automatic Follow-up Messages Based on Meeting Outcome
- Automatic Reschedule Notification Triggered when Meetings are Moved
- Cancellation Notifications Sent with Reschedule Links
- Reminders Based on Criteria, such as Event Title, Category, etc
- Clients can Confirm their Appointments
- Auto-Replies triggered based on Confirmation Response
Reminders Sync with Your Calendar & CRM
- Works with Your Existing Calendar
- Auto Detects Phone Number or Email in Calendar Event
- Grabs Mobile Numbers directly from Your CRM
Customize Reminders Using Criteria
- Customize Content using Custom Questions/Answers
- Use Criteria to Determine Who Gets What
- Use If/Then/Else Logic in Templates
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.
