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GReminders

By GReminders SMS Reminders

AI Powered End-to-End Meeting Management Platform for Financial Advisors

Starting at $33   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Business Need
Productivity
Requires
None
Compatible With
Sales Cloud
Financial Services Cloud

GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services.

  • Send SMS reminders to your Salesforce leads and contacts & automate your scheduling with GReminders

Highlights

Give meetings your full attention with AI Notetaker. The AI Notetaker will generate Pre-Meeting Briefs, Summaries and Action Items of meetings that will be emailed to you. It can also launch Workflows and Opportunities, and even surface Life Events.

Eliminate No-Shows by sending SMS text, email or phone call reminders to Salesforce contacts and leads. Reminders are written back to Salesforce as completed tasks. GReminders works 100% in the background. Once set up, reminders are sent automatically.

Put your Review scheduling on Autopilot - GReminders will automate your reviews and follow-ups, and even automatically launch workflows for new clients after they book with you. Send automated messages for life events like birthdays & anniversaries!

Provider Details

GReminders is award winning automated scheduling and reminder software developed for sales and business professionals. Our integration allows Salesforce users to implement automated online scheduling and send text reminders to Salesforce leads and contacts, eliminating no-shows.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

$33/user month + SMS/Phone Usage Pricing See https://www.greminders.com/pricing for more information

Default Plan

$33 USD/user/month

Lowest Starting Price