I really appreciate that it integrates so well with our Redtail CRM and that there are live support sessions available to assist us with questions or problems. The program seems to sync quickly and has surpassed our expectations. Review collected by and hosted on G2.com.

I wish GReminders acted the same way whether an appointment was created in GReminders or in our Redtail CRM. I would like to see some more improvements or integrations with the ability to send text messages. Review collected by and hosted on G2.com.

I'm loving the way in which GReminders 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 so the switch was a no-brainer! 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! Review collected by and hosted on G2.com.

The learning curve of setting up the system is steep. I have an account manager (Mikayla) who's been great though so I haven't had to worry about this too much. Review collected by and hosted on G2.com.

I like the automated reminders and the wide range of personalization options you can set up. There are also some great integration options, which make transferring data relatively seamless. Review collected by and hosted on G2.com.

I don’t feel it’s the most user friendly interface. When trying to set up new team members, it was a challenge to make sure clients were not getting duplicate notifications coming from multiple event organizers. Additionally I was having some issues blocking out a specific day on my calendar, yet it was still showing available for a specific event type. I figured it out eventually, but don’t know why the change didn’t apply to all event types Review collected by and hosted on G2.com.

I started using this platform on the Basic plan and quickly realized which additional features could better support the automation of our office. I’m now in the process of upgrading to the Business plan, and I’m excited to see what the new features can do for us. Review collected by and hosted on G2.com.

Some of the formatting features require coding, which isn’t common knowledge for everyone. However, the support team is very helpful when it comes to guiding you through that. Review collected by and hosted on G2.com.

It was relatively easy to set up and get the hang of, I like how it connects to a calendar so that anything I put on that calendar will automatically trigger the event to send a reminder. Review collected by and hosted on G2.com.

It's not so much that I dislike it; but what I was also looking to do was program at a cadence for each of my individual clients (e.g., person 1 needs a reminder on these selected months, person 2 needs a reminder on these selected months) but it works out for me to just send individual calendar invite batches, but would be cool to be able to do it the other way as I onboard new clients. Review collected by and hosted on G2.com.

I really like how easy it is to create different types of events, and the link I send to clients is super easy for them to use. Review collected by and hosted on G2.com.

Nothing really. I need to explore more, but overall it seems easy to use and good for our needs Review collected by and hosted on G2.com.

Creating key words which when put into the title triggers the reminder to go to a certain group of emails. I love this option and have 4 key word groups that go to 4 different email groups that I created easily. Review collected by and hosted on G2.com.

Initially had to contact support to create the email groups and get it to work, but the support contacts were done very well! Review collected by and hosted on G2.com.

It has saved me a lot of time in my role as an executive assistant at a rapidly growing firm. Review collected by and hosted on G2.com.

Hosting an events with multiple people registered is not very straight forward and take a lot of time to build out. Review collected by and hosted on G2.com.

It integrates with our CRM (Wealthbox), which lets meetings automatically initiate workflows. The Zoom integration also makes it easy to set up online meetings. I also like the SMS reminder texts that notify clients about upcoming meetings and give them the option to reschedule when needed. Review collected by and hosted on G2.com.

the user interface is clunky and not too user friendly or intuitive. Another area of improvement is that when a client re-schedules, there is no way to restart or modify the existing workflow from the original meeting Review collected by and hosted on G2.com.

I love how GReminders delivers Pre-Meeting Briefs to my email, making it simple to quickly prepare for meetings by keeping track of where we left off and what to focus on next. It integrates seamlessly with our CRM system, updating notes in customer records so anyone on our team can easily see past conversations. GReminders was very easy to implement, up and running in minutes, and fits naturally into my work process without imposing its usage on other meeting attendees. I also appreciate that it integrates with our Dynamics CRM and Microsoft productivity suite. Review collected by and hosted on G2.com.

I honestly don't have any dislikes to report from my last few months using GReminders. It does what I expect it to do. Review collected by and hosted on G2.com.