Heather W.
HW
Heather W.
Director of Operations
Small-Business (50 or fewer emp.)
"Saves Us Time by Automating Meeting Reminders"
5/5
What do you like best about GReminders?

This saves me time because I don’t have to manually create reminders for all of our meetings. We run 10–12 meetings a week, so that’s a big help. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

The system could be more user-friendly when it comes to updating templates, as the current process isn’t very intuitive. Review collected by and hosted on G2.com.

CD
Carrie D.
Owner, Financial Planner
Small-Business (50 or fewer emp.)
"GReminders Keeps Me Organized with Powerful Customization"
4.5/5
What do you like best about GReminders?

GReminders makes it easy for me to stay organized and maintain a professional image with both current and prospective clients. I really like how much I can customize across the platform, so my clients still get the authentic experience of working with me, while it takes less time and day-to-day attention on my end. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

The setup can be tedious if you're not tech savvy. All the different settings that allow the necessary customization I am looking for can be difficult to navigate. However, I do feel the upfront time commitment to take advantage of and utilize all the customizable features is worth it. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"The Ultimate All-in-One System That Seamlessly Integrates Our Business Tech"
5/5
What do you like best about GReminders?

Everything about it, it’s an all in one system. It seamlessly integrates all of my business tech. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

I would like to know if there is a way for me to quickly schedule one of my templates for a meeting. Example: I’m having coffee with someone and I have the opportunity to get that person to an introduction meeting and I say perfect I’ll send you a calendar invite for Thursday at 2. Well when I’m sending the invite I’m booking the appointment from my iPhone calendar. GReminders is picking that up and sending reminders and stuff but I wish there was a way I could quickly book the meeting as one of my templates because I have questionnaires that I would like them to go through but I would not like to have to ask them hey when you get this link click on it and finish the booking , when I could just as easily send them a quick calendar invite and say hey by the way when you have a minute, complete the questionnaire you’ll receive in your email it will help us prioritize our meeting. Anyway, hope that makes since. Other than that, incredible system. Review collected by and hosted on G2.com.

DH
Donny H.
Investment Advisor Representative
Small-Business (50 or fewer emp.)
"Powerful Email Summaries, Redtail Sync, and AI Notes That Save Time"
3.5/5
What do you like best about GReminders?

Email Summary's, Email Recaps, Ability to sync with Redtail and the use of AI note taking along with task creation. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

The platform or user interface could be a little less confusing. Sometimes the system itself doesn't perform well when a client profile doesn't come up Review collected by and hosted on G2.com.

Nick B.
NB
Nick B.
Rep, Internal Sales and Service
Small-Business (50 or fewer emp.)
"All-in-One Scheduling, Briefs, and Meeting Summaries That Streamline Our Business"
5/5
What do you like best about GReminders?

Scheduling, meeting preparations (brief), and notetaking/meeting summary features are all in one. It is really helping streamline our business and allow us to have more client meetings. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

Meeting summaries can be inconsistent sometimes. We have made template tweaks and they just require refinement. Review collected by and hosted on G2.com.

Jacob C.
JC
Jacob C.
Insurance Broker
Small-Business (50 or fewer emp.)
"AI Templates, Seamless Google Integration, and Responsive Support"
5/5
What do you like best about GReminders?

I like the AI templates and the follow-up emails it can create based on your call. It integrates well with Google calendar and email. The support you receive from the company is great and they respond in a timely manner. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

There is nothing I dislike about Greminders. Review collected by and hosted on G2.com.

DG
David G.
"Streamlined Scheduling with Top-Tier Support"
5/5
What do you like best about GReminders?

I like how GReminders offers bulk send automation that integrates with our CRM, eliminating the need to call and email clients individually to schedule meetings. Their AI notetaking tool stands out for being more accurate than previous tools we've used, and it's effective at organizing conversations, identifying speakers, and capturing tasks and action items discussed. I also like the customizable fields in their meeting scheduling app, allowing us to tailor the tool directly to our needs. It's very easy to send in questions or requests and get responses promptly, which was a significant improvement over our previous experience with Microsoft Bookings where there was no contact person to reach. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

With the deep level of customization it would be helpful to get more 'best practice' information from them. Review collected by and hosted on G2.com.

Greg L.
GL
Greg L.
Proprietor
Small-Business (50 or fewer emp.)
"An electronic secretary"
4.5/5
What do you like best about GReminders?

It reminds my clientgs of courses they are registered for. No longer a time of wondering if anyone is going to show up for classes. Review collected by and hosted on G2.com.

What do you dislike about GReminders?

No problems, no concerns. Not much to dislike. Review collected by and hosted on G2.com.

Response from GReminders Support of GReminders

Hi Greg,

Thank you for taking time to leave your review of our software and for trusting us with your appointment reminders!

Best,

The GReminders Team

Verified User in Financial Services
CF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Powerful Scheduling, Customizable Summaries, and Seamless Calendar Integrations"
5/5
What do you like best about GReminders?

I like the calendar link and how the scheduler can handle the complex needs of our team. I also like the notetaker and how I can customized how the summaries are formatted and what information is included. I also like all the seamless integrations with our various calendar and redtail Review collected by and hosted on G2.com.

What do you dislike about GReminders?

Its a bit of a learning curve to make sure all the systems are set up just right but I think that would be a drawback of any similar software Review collected by and hosted on G2.com.

Lovie L.
LL
Lovie L.
Financial Advisor
Small-Business (50 or fewer emp.)
"Seamless RedTail Integration Makes GReminders Essential"
4/5
What do you like best about GReminders?

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.

What do you dislike about GReminders?

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.