GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services.
Online scheduling built exclusively for Google, Microsoft Outlook / Office 365 / Exchange, Redtail or Wealthbox Calendars. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Integrates with Web Meeting Providers such as Zoom, Microsoft Teams, Webex, etc... and all major CRMs such as Salesforce, Microsoft Dynamics, Redtail, Wealthbox, Hubspot, Pipedrive, SmartOffice and more.
Our powerful AI Assistant can be utilized as a Notetaker, or to send follow-up emails and generate pre-meeting briefs. Utilize Ask Anything or Do Anything within your CRM, saving time searching for client information or creating tasks.
GReminders works HOW YOU WORK, using your EXISTING systems, and focuses on simplicity and service! Give it a Try today for Free! Visit https://www.greminders.com