You can set it up to be as simple or as advanced as you’d like, which is really helpful. I also appreciate having previews of how the texts and emails will look, since I like to double-check every automation before it goes out.

The UI is easy to navigate, and I like that there are different levels of onboarding. We chose to waive onboarding because we’re a small team and we’re not setting up anything too complicated.

I do wish there were phone support for people like my boss, who aren’t as tech-savvy and prefer speaking to a person. That said, I’ve found their email support to be quick, helpful, and thorough enough that it hasn’t been an issue for me. Review collected by and hosted on G2.com.

I wish there were a way to test automations by creating fake events. I can test them by scheduling something through the booking link, but I don’t want to confuse my boss or make him think a real event has actually been scheduled. Review collected by and hosted on G2.com.

What I find most helpful about GReminders is that it links with our Microsoft Outlook calendars, syncs appointments immediately, and sends out automated reminders—by email or SMS—to our clients for those appointments. We can set up automated initial appointments confirmations, reminders, changed appointments and follow-ups for each calendar, which makes it easy to stay consistent.

The best thing I’ve found is that it offers an option for almost everything we want to configure, so we can tailor it to our needs. The price is also not high for our usage. Their website has an AI assistant, meaning that when I post my questions, the AI searches and finds the correct response.

The salesperson, support team, and billing team each helped me along the way to figure out the process. The website performance is fast and complete compared to other alternative platforms out there. After using it a couple of times, I found it user-friendly. Review collected by and hosted on G2.com.

I don’t see any significant disadvantages to GReminders. It offers lots of configuration options to choose from. The main downside, though, is figuring out where each configuration setting is located and understanding what each one is relevant for. Review collected by and hosted on G2.com.

I’ve been using GReminders for a year and I’m still loving it. It connects several of the needs in my business into one user friendly system that integrates well with my CRM. I've used other tools in the past that did a fraction of what GReminders offers. Also, the AI notetaker is the best I've used so far and the accuracy allows me to spend very little time reviewing my notes. I also love the AI notetaker Chat feature! The longer I use it, the better it gets. Review collected by and hosted on G2.com.

The learning curve of setting up the system is steep and we’ve encountered some glitches. Review collected by and hosted on G2.com.

Anything you ask of them, they can deliver. If it’s something the system doesn’t already do, they’ll find a way to make it happen. The possibilities truly seem endless. Everyone I’ve spoken with or emailed has been eager to help and has consistently provided excellent customer service. It feels like every week they roll out a new implementation that boosts our productivity. Review collected by and hosted on G2.com.

The only pain point for me is learning the system and remembering where to find certain things. That said, the email response time is very quick, and I can also search the website and easily find what I’m looking for. This is the wave of technology these days, so I appreciate having both a fast response and strong search capability to keep me moving. Review collected by and hosted on G2.com.

I like that it handles a lot of the little stuff for me. Reminds the client of an upcoming meeting, integrates directly into our CRM. A game changer for me is using AI Notetaker on my cell phone when I'm in an in-person meeting. It really helps me listen to the clients instead of struggling to take notes. The support staff is also super helpful, always available with their office hours. Review collected by and hosted on G2.com.

It can be a little too aggressive with the reminders. The settings need to be dialed in or you can send a potential client a "reminder" about a task that you have set up for yourself. Review collected by and hosted on G2.com.

What I like most about GReminders is being able to share my calendar with clients and prospects, which makes it much easier to schedule a meeting that works for both my availability and theirs.

Another big upside of using GReminders is the AI Notetaker during meetings. It lets me stay focused on the conversation instead of taking notes and then transcribing them into my CRM afterward. Review collected by and hosted on G2.com.

The least helpful GReminders feature in the workflow integration to my CRM, Redtail. Review collected by and hosted on G2.com.

I appreciate the HIPAA compliant option. The templates are easy to use and customize. Customer support is super helpful. I like their office hours as well. Easy to integrate with Google Workspace. Review collected by and hosted on G2.com.

Remembering my link to share is the most difficult part but easily managed by saving links in a note or cloud based document to access easily. It is a little expensive for a small practice, but does cut down on no shows for me. 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. I heard this is a feature, but we are not aware of how to do it or how to find info on how to do it. Review collected by and hosted on G2.com.

We've had a great experience with GReminders. Before implementing it, scheduling meetings with prospects and clients often involved multiple emails and a lot of manual coordination. GReminders has streamlined that process and made scheduling significantly easier for both our team and our clients.

One of the biggest benefits has been the calendar automation. Appointment reminders and confirmations run automatically in the background, which has reduced administrative work and helped our team stay focused on higher-value activities.

The integration with Wealthbox has also been a major advantage. Having our scheduling tools connected to our CRM creates a more seamless workflow and helps ensure client information stays organized and up to date.

Overall, GReminders has improved our efficiency, reduced scheduling friction, and enhanced the client experience. The platform is easy to use, reliable, and has become an important part of our day-to-day operations. Review collected by and hosted on G2.com.

The platform offers a lot of customization, which is great, but there can be a learning curve when first getting started. New users may need some time to understand all of the available settings and automation options. Review collected by and hosted on G2.com.

GReminders has reduced our repetitive, follow-up work by 80% or more. It’s fully integrated with our CRM, Redtail, and we originally purchased it to handle our electronic scheduling.

I like this company so much that I’d invest my own money in it, but the capital investing window isn’t open right now. Review collected by and hosted on G2.com.

It is not purely intuitive, but it doesn't bother me as we have experience with this type of software systems. Review collected by and hosted on G2.com.