GReminders
By GReminders SMS Reminders
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $33 per user per month
- Listed since
- 2023
About GReminders
AI Powered End-to-End Meeting Management Platform for Financial Advisors
GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services. Our online scheduling and integrations are built exclusively for Salesforce. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Works with Salesforce, Salesforce FSC, Quivr, Practifi, XLR8, SS&C’s Elements, etc.
Our powerful AI Assistant can be utilized as a Notetaker, or to send follow-up emails and generate pre-meeting briefs. Utilize Ask Anything or Do Anything within Salesforce, saving time searching for client information or creating tasks.
GReminders works HOW YOU WORK, using your EXISTING systems, and focuses on simplicity and service! Give it a Try today for Free!
GReminders serves independent RIAs and some of the largest broker-dealers in the industry such as Osaic, Cambridge, Kestra, etc.
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!
Screenshots and videos
Pricing
Paid, from $33 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $33 per user | Monthly |
$33/user month + SMS/Phone Usage Pricing See https://www.greminders.com/pricing for more information
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on March 3, 2023
- Industries
- Financial Services
- Healthcare & Life Sciences
- Professional Services
- Languages
- English