GReminders is unclaimed —

GReminders

Meet Smarter. Grow Faster. Advise Better.·greminders.com

GReminders is an all-in-one meeting management platform for financial professionals that combines automated scheduling, SMS/email/voice reminders, CRM automation, and AI notetaking. It helps advisors save time, reduce no-shows, and stay organized by integrating with existing calendars, CRMs, and video conferencing tools. The AI Notetaker joins video calls or records in-person meetings, generating pre-meeting briefs, summaries, and follow-up emails synced back to the CRM.

What it's for

Automated appointment scheduling and booking pagesSending automated SMS, email, and voice appointment remindersAI meeting notetaking for Zoom, Microsoft Teams, and Webex callsRecording in-person meetings via mobile appGenerating AI pre-meeting briefs and client overviewsSyncing meeting summaries and tasks back to CRMAutomating client review cycles and follow-up workflowsTeam scheduling with round robin or 'all together' routingSending bulk email/SMS campaigns to contactsCompliance archiving of client communications for FINRA/HIPAA

Features 20

Accept payments via Stripe or Square
Account Teams / dynamic CRM ownership routing
AI Meeting Summaries and transcripts
AI Notetaker that joins Zoom, Microsoft Teams, and Webex calls
AI Pre-Meeting Briefs
AI Task Sync to CRM
AI-generated follow-up emails
Automated online scheduling and booking pages
Automatic timezone management for reminders
Bulk Send email/SMS campaigns
Chrome/Edge sidebar extension for one-off meeting scheduling
Compliance archiving (Smarsh, Veritas, Global Relay)
Deep CRM and calendar integrations
In-person meeting recording via mobile app
Multi Location and Rooms & Resources support
Reminder logging and audit trail to CRM
Routing Forms
SMS, email, and voice appointment reminders
Team scheduling with round robin and 'all together' routing
Webhooks and REST API

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

ForFinancial Advisors, Broker Dealers, Banks & Credit Unions, Insurance, Accountants & CPAs, Attorneys & Legal, Sales, Therapists, Recruiters & HR, Redtail Users

CompanyGReminders

Integrations

Google CalendarOutlook/Microsoft 365Microsoft ExchangeRedtailWealthboxSalesforceMicrosoft DynamicsAdvyzonSmartOfficeAgencyBlocNextAgencyHubSpotPipedriveZoomGoogle MeetMicrosoft TeamsWebexBoxSharepointPreciseFPHublyNitrogenHolistiplanRing CentralIntulseZoom PhoneAsanaNotionStripeSquareSmarshVeritasGlobal RelayZapier

Complianceself-reported

HIPAAFINRASOC 2ISO 27001GDPRPrivacy ShieldCSA STAR

Resources

Docs

Pricing

Essentials and Business prices are shown as 'starts at' figures and may vary; Enterprise is quote-based ('Talk to Us').

Essentials$69/mo

Listed as 'starts at $69/month'; best for individual advisors and small teams.

2 calendars connected per user, 10 event types per user/team, 5 reminder templates per user, 100 max participants per event, 160 monthly SMS/voice credits included

Business$132/mo

Listed as 'starts at $132/month'; plans customized to fit needs; best for larger teams.

10 calendars connected per user, unlimited event types, unlimited reminder templates, 250 max participants per event, 320 monthly SMS/voice credits included

EnterpriseQuote

Quote-based ('Talk to Us'); for large RIAs and broker-dealers requiring enterprise-grade control and scalability.