End to End Meeting Management Platform
Eliminate the Back & Forth
- Allow your Customers to Book Meetings directly with you
- Works with your Existing Calendars, Google, Outlook, Redtail, Wealthbox, etc…
- Schedule Individual, Group & Team Scheduling / Round Robin
- Works how You Work. No Change Management
- Integration with Zoom, Microsoft Teams, Google Meet, GoToMeeting, Webex, Skype, etc…
- Send SMS or Email Appointment Reminders to eliminate No Shows
Embed on Your Website
- Embed Booking Calendars on Your Website
- Ask Questions then Route to the right Person or Team
- Your URL, Your Brand
- Inline or Popup Modals
- Customize with Custom CSS
Route Clients to the Right Person
- Ensure Clients Schedule with Right Person
- Pre-qualify Prospects
- Link to Individual Booking Calendars or Team Calendars
- Link to Other Forms to Gather Additional Information
- Route to External URLs When Prospects Don’t Meet Qualification Criteria
Schedule Appointments On the Fly
- "GReminders Sidebar"
- Chrome or Edge Browser Extension
- Open Sidebar Anytime/Anywhere
- Copy Booking Links with a Single Click
- Access to Favorites Quickly
- Quickly Search Event Types by User/Team
- Create One-Off Meetings
More Options = More Control
- Control Management and Rollout of Event Templates
- Let Clients Choose their Meeting Locations
- Require Approval prior to Initial Booking
- Link Event Types to CRM Activity Types or Categories
- Map Custom Questions to Custom Fields in CRM
- Create Post Booking Questions
- Automatically Launch Workflows in your CRM
- Automatically Create Opportunities in your CRM
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
We really enjoy GReminders. Everything so far has been great and modifications that we've asked for have been great as well. Makes my job a lot easier.
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
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.
