GReminders Reviews & Product Details

What I find most helpful about GReminders is its straightforward integration with RedTail. Since RedTail is one of the key tools I rely on to manage my practice, having seamless integrations is crucial for me. I definitely value the convenience of essentially having single sign-on functionality with GReminders and RedTail. Review collected by and hosted on G2.com.

I think the aesthetic of GReminder's booking page is rather uninspiring and lacks appeal. With other booking calendar tools, I've had the opportunity to influence how the booking page looks for my visitors. In contrast, GReminder's design feels outdated, as if it hasn't received much attention from the graphic design, marketing, or IT teams. Review collected by and hosted on G2.com.

Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated. I also love how well it integrates with RedTail. Appointment confirmations are noted in RedTail and easily identified. Review collected by and hosted on G2.com.

We did have some reconfiguring of our RedTail calendar that needed to be done. In the past we used all day appointments to mark when something was happening in the office or with a team member. This method blocked GReminders from opening calendar spots for a client to schedule. We needed to adjust how we set that up. Review collected by and hosted on G2.com.

There are two main things I appreciate: First, I used to rely on my admin to schedule all my client reviews—quarterly, bi-annual, and annual—which took up a significant amount of her time each quarter. Now, I simply set tags in Wealthbox (QR, BR, AR), and GReminders automatically sends out the invites and reminders. This allows my admin to focus on other important tasks for me. Second, GReminders has replaced tools like Calendly and ScheduleOnce for me. I just include the booking link in my email signature, and clients can schedule appointments whenever they like. I also have the link available on my website.

Customer support has been excellent as well. They've joined Zoom calls with me to help set up new features, making the process very straightforward.

While I’d like to say I use it every day, the reality is that once I set it up, it mostly runs on its own. So, although it’s in use daily, I only need to log in about once a month.

Additionally, syncing with Outlook and Wealthbox is very smooth and easy. Review collected by and hosted on G2.com.

I'm sure they'll build this out, but I have to go in and set the time periods that i want to set my client review meetings. I'd prefer to say, first 2 weeks in February, and it just does that every time. Review collected by and hosted on G2.com.

The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously. The GR Sidebar is very useful.

A shoutout to the GReminders onboarding team -- they go above and beyond each onboarding call to make sure that your system is set up how you like it. It is by far the most hands-on onboarding of a new software we have received from our tech stack. Review collected by and hosted on G2.com.

The ability to limit clients booking multiple appointments and bogging down the schedule. Our advisors do not manage their own calendars, so our work around has been to receive emails when a client books with them and reach out to the client to confirm which of the spots that they have booked. Review collected by and hosted on G2.com.

GReminders is incredibly user-friendly for our small team. Our clients benefit from the straightforward reminders and our case manager's bookings can be managed so easily so that all parties can let GrReminders just do the work! When we were getting everything set up, we really appreciated being able to speak to a representative directly about all of the features. GReminders helps to ensure our office runs smoothly and everyone stays organized! Review collected by and hosted on G2.com.

I wish I could include the location of an event in the reminder (specifically office, virtual or call). Review collected by and hosted on G2.com.

GReminders is the class-leading solution that enables our financial advisor firms to put prospect and client meeting scheduling on autopilot, saving them significant time and improving client communication. It can be configured to align with how each firm does business, which makes it easier to adopt without changing existing workflows and processes. It also offers deep integration capabilities that support cross-application automation. Finally, the AI Meeting Assistant helps advisors quickly prepare for meetings and then stay fully engaged with clients during the conversation, knowing the notes will be captured. Review collected by and hosted on G2.com.

I don't really have a dislike, but I do have a caution. Because GReminders is highly configurable, you need a plan before you start configuring it. Review collected by and hosted on G2.com.

The customer service from the GReminders team is amazing. We opted for the full service option given that we are newly stepping into the automated marketing world. It has been eye opening to see all the various options a company has to follow up with its clients. We expect the services offered from GReminders will save us a tremendous amount of time. The integrations with our existing user interface was seamless. Review collected by and hosted on G2.com.

There is a lot of information and options! For a company that isn't familiar with all the options available, it can be a little overwhelming at first, simply because you don't even know that some of the technology even exists. If you're new, using the full service where GReminders helps you setup everything is crucial to guarantee you're maximizing it's potential for your business. Review collected by and hosted on G2.com.

It gives me such peace of mind to know my clients are getting their reminders! It's reduced my workload as a small business owner which is allowing me to take better care of my clients and employees! Could not be happier with this service, and it's so affordable! Review collected by and hosted on G2.com.

Absolutely nothing! It's great for small businesses trying to keep appointments under control Review collected by and hosted on G2.com.

It ties right in with our business Google calendar and I can set reminders for immediately, at a later date, and also within a certain time before the appointment. This has really helped reduce our no-show appointments! I love GReminders!I can look at my calendar to see who confirmed their appointment, and call any customers who didn't confirm. Review collected by and hosted on G2.com.

It does limit your length/size of reminder- so you have to be creative to have the message within the pirameters of the size. Review collected by and hosted on G2.com.

This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect. Review collected by and hosted on G2.com.

I would like a way for me or my assistant to enter appointments to push to clients. There might be a way to do it, but we haven't figured it out yet! Review collected by and hosted on G2.com.