Its simple, easy to use platform. Support is amazing! There are so many features that make it easy for clients to schedule appointments with our advisors in addition to the automation Review collected by and hosted on G2.com.

There is not anything we dislike at the moment Review collected by and hosted on G2.com.

The platform is easy to use. I love how I can connect all my calendars to make sure I only schedule when I'm available. We use it daily with my company. Review collected by and hosted on G2.com.

I have experienced very little downside with GReminders. Review collected by and hosted on G2.com.

I like the meeting confirmations and checkmarks it places on our Outlook meetings. Review collected by and hosted on G2.com.

I wish it could preschedule our meetings like we do in Outlook (a year of meetings in advance for all clients). Review collected by and hosted on G2.com.

The best thing about GReminders is that 'it just works.' The setup was painless, and it seamlessly handles calendar integrations without clunky workarounds. I also like the premier onboarding service. Review collected by and hosted on G2.com.

While the tool itself is incredibly reliable, the user interface feels pretty outdated compared to modern apps. I also really wish it had a deeper, more customizable integration with Quivr. Review collected by and hosted on G2.com.

It allows us to schedule clients AND has an AI notetaker! All in one! Review collected by and hosted on G2.com.

The onboarding can be a little clunky and can require lots of trial & error. Review collected by and hosted on G2.com.

AI templates and automated client follow-ups have streamlined efficiency Review collected by and hosted on G2.com.

The activities that are being auto-populated don’t sync up exactly with the to-dos or the larger overview, and they come across as more broad than concise. Review collected by and hosted on G2.com.

The site is easy to navigate, and the AI Notetaker app is an excellent example of how this technology can be used effectively.

The 'refine' option is great! It just now made my first sentence flow better! Review collected by and hosted on G2.com.

Some redundancy to Redtail although I like how they are integrated. Review collected by and hosted on G2.com.

Ability to send reminders to clients for appts, ability to customize those reminders; choice of SMS text, Voice, email--one or a combination. Reliability -- no issues with poor performance or "glitches". Review collected by and hosted on G2.com.

Cannot send text reminders from my phone # (which is a Google Voice #); that confuses clients Review collected by and hosted on G2.com.

I was looking for a solution that would be able to take care of efficient note taking and ended up finding one that also provided text-based follow-ups/reminders/reschedule options for client appointments as well as giving me a digital mechanism to coordinate a client scheduling a meeting with me to free up my assistant for other tasks.

The web-based interface is relatively straight-forward and the Support team is very solid and responsive. The integration with Redtail was very smooth. The ability to not only classify different meeting types but also assign different follow-up and notetaker templates to these kinds of meetings provides for a range of services to be provided under a common interface, which I greatly appreciate.

I found the help information in the web support section to be relatively detailed and normally that could get me past a sticking point I might have run into during the setup or use situation.

Across the next 6-12 months moving forward, I intend to further customize the templates to better fine tune the client experience I am looking to deliver while having easy access to notes and tasks for compliance purposes.

I have been very pleased with the product and the pricing appears to be reasonable given the services offered. Review collected by and hosted on G2.com.

I have experienced some technological glitches, for lack of a better word, that have popped up here and there. However, it is important to note that anything that has popped up that was reported to Support was readily addressed by a very capable team, and for that I am thankful.

While customization can be a good thing for some, that kind of independence of action needs to be checked if you are the kind of person that suffers from analysis paralysis - consider a setup package to get yourself up and running smoother and faster.

If you are a Redtail user, know that there are features that will likely be shown by a video from the front-end sales rep that do not line up with what your experience will be. This is not a dealbreaker by any means, but I have a feeling there was a third-party tool like Zapier being used or some other item that was shown to create better 'from Redtail' use of GReminders. Without that tool, a sidebar workaround would be necessary, which means going from scheduling things inside of Redtail to instead scheduling meetings inside of GReminders - that was a process shift for our office that I would have liked to have avoided based on what I was shown up front. Review collected by and hosted on G2.com.

There's a bunch of great things about GReminders but the biggest one is the Pre Meeting Brief email. I can easily prep for a meeting in minutes with knowing everything about my client without having to scroll through notes. A calendar link where our clients can pick their own meeting day/time saves our office time by not being stuck on the phone or emailing back and forth to schedule the client. Meeting remind texts makes sure you never miss a meeting. I highly recommend getting GReminders for your business to help you be more productive and save you time. Review collected by and hosted on G2.com.

There is honestly nothing I dislike about GReminders, all good things so far! Review collected by and hosted on G2.com.