Scheduling & Booking
GReminders
Scheduling, reminders, and AI notetaking for advisors and client teams.
4.7· 33 reviews· via CapterraFounded 2019 · Tustin, CA
What is GReminders?
GReminders is a scheduling and automated appointment-reminder tool aimed at financial advisors, legal, real estate, and other client-facing professionals. It sends SMS, email, and voice reminders, offers online booking, and includes AI meeting notetaking.
Best known for: automated appointment reminders for advisors
Key features
- SMS, email, and voice reminders
- Online scheduling pages
- Google and Outlook calendar sync
- AI meeting notetaker
- CRM integrations
- Automated follow-ups
Who GReminders is best for
- Financial advisors and wealth-management teams
- Client-facing teams needing SMS/email reminders
- Firms wanting AI meeting summaries and CRM sync
Ideal team: Advisory and professional-services teams of 1–50 who need scheduling, reminders, and compliance-aware AI notes.
GReminders pricing
Popular
Essentials
$69/per user / mo
- Scheduling & reminders
- AI meeting summaries
- Redtail & Wealthbox sync
Business
$132/per user / mo
- Salesforce & Dynamics
- AI document intelligence
- Routing & multi-office
Enterprise
Custom
- Enterprise SSO / SAML
- Unlimited API
- Custom data retention
Costs to watch before you commit
- Priced per user and premium ($69+) versus most SMB schedulers.
- Salesforce/Dynamics integrations, routing, and multi-office require the Business tier.
- SSO/SAML, unlimited API, and custom retention are Enterprise-only.
- SMS reminder volume can carry messaging costs at scale.
Top GReminders alternatives
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TrafftBooking software with a free tier and unlimited appointments as you scale.
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SavvyCalScheduling that lets recipients overlay their calendar on yours.
AppointletUnlimited-booking scheduling that converts leads from funnels and forms.
PicktimeFree scheduling with unlimited appointments, classes, and resource booking.