GReminders Reviews & Product Details

The customer service from the GReminders team is amazing. We opted for the full service option given that we are newly stepping into the automated marketing world. It has been eye opening to see all the various options a company has to follow up with its clients. We expect the services offered from GReminders will save us a tremendous amount of time. The integrations with our existing user interface was seamless. Review collected by and hosted on G2.com.

There is a lot of information and options! For a company that isn't familiar with all the options available, it can be a little overwhelming at first, simply because you don't even know that some of the technology even exists. If you're new, using the full service where GReminders helps you setup everything is crucial to guarantee you're maximizing it's potential for your business. 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.

Setting this up was a breeze! We were able to integrate quickly and continue customizing over time. The customization of scheduling forms, data gathering, AI pre-appointment prep notes, many of the automations within Redtail, and potential to be a time-saving, streamlined process. This has saved me hours each day manually linking clients in Redtail, setting up and manually sending Zoom info emails, etc. Less tasks are falling between the cracks now, as well. Absolutely worth the investment, because now I have time to do other things! Review collected by and hosted on G2.com.

There is still room for improvement, but in working with our onboarding support, I feel the development team is taking our feedback and concerns into consideration and I look forward to seeing what the future holds. Time will tell!

Specific issues/improvements we have requested be addressed:

-A scheduling option for prospective clients to meet with whichever advisor is available next, so selecting the appointment type of initial consult, and being able to select the next available time.

-More of an immediate email confirmation for clients (currently 5-min minimum for email reminder) *In that 5 minutes, we cannot add notes to Redtail or the reminder sent to the clients will include those notes. It also duplicates the Zoom info and looks quite messy.

-More intelligent linking to HOH in Redtail rather than the spouse who may schedule the appt. Review collected by and hosted on G2.com.

I switched over to GReminders a little over two months ago, and I’m never looking back.

As a business consultant, I need a scheduling tool that’s simple for my clients to use, syncs seamlessly with my Google Calendar, sends me timely reminders, and—bonus, lets me easily add personal events too. GReminders checks every box.

Before this, I was using Calendly. But with all the back-and-forth, confusing setup, and feeling like every feature came with another fee, I knew I needed a better option. GReminders made the switch worth it. It’s user-friendly, straightforward, and best of all, when I add personal events to my calendar, they integrate automatically. No more juggling two calendars or worrying if I’m double-booked.

Now my calendar stays updated in real time, my clients can easily book sessions, and I get the peace of mind of knowing everything is streamlined. I’ve had zero issues since switching, and I’ll absolutely keep using them.

If you’re a busy professional looking for a smarter way to manage your schedule, trust me—GReminders is the move. Review collected by and hosted on G2.com.

I wish text messaging was included with the paid plan so I don’t have to pay extra. Review collected by and hosted on G2.com.

We love the automation of meeting scheduling notifications and reminders. It is also helpful for us that there is a visible cue in our CRM that lets us know that a client has confirmed. Additionally, AI Notetaker is a God send. It cuts the amount of time it takes for us to enter meeting notes to a fraction of the time it used to take us, and it enables us to easily send a meeting summary to our clients in a matter of minutes, which we had not provided before. Lastly, the ability to send a scheduling link is very helpful. It was easy to set up the automations as well. Review collected by and hosted on G2.com.

We don't utilize the personal reminders - haven't really seen a need for that. Additionally, the pre-meeting briefs, though helpful, are a little wonky in terms of who said what. Honestly though, that's probably because our notes are a little all over the place (since with AI it's garbage in, garbage out). Lastly, I wish there was an adhoc meeting feature for when we only wanted to offer certain times/days to someone as a one off that are different from our full availability. Review collected by and hosted on G2.com.

I like that GReminders give me the peace of mind to know that my appointments have a lower likelihood of being missed due to clients not remembering them. This system also makes it easy for me to keep track of all my appointments. This system has a bit of a learning curve, when first getting started but once you get the hang of it, it is easy to set up reminders. Review collected by and hosted on G2.com.

The only thing I don't like about GReminders is how finicky the templates are, I've had to change my templates multiple times in order for them to be schedule to send. You cannot deviate much from the criteria or else the reminder won't be able to be sent. Review collected by and hosted on G2.com.

GReminders strikes the perfect balance of power and simplicity—its setup is refreshingly quick, yet flexible enough to accommodate multiple calendars and reminder types. The platform responds intuitively: you add a phone number, and texts go out automatically—no extra steps needed. That seamless integration has significantly reduced my no-shows, and the combination of email, SMS, and even voice reminders reliably keeps clients on track. Plus, their support team has been responsive and helpful right from the start. Review collected by and hosted on G2.com.

I’d love to see more visual template options—right now, reminder messages are clean and functional, but the layout and styling choices (like fonts, colors, formatting) are fairly basic. A few extra design tools would make it even more polished. Review collected by and hosted on G2.com.

GReminders is a great one stop shop for calendar management, meeting management and post/pre meeting prep. We have used the customer service of GReminders many times for the onboarding and continuation of using the program and EVERY SINGLE TIME the rep is amazing! They are always patient and knowledgeable. We are never passed off to someone else but hand held all the way through our issue. I would highly recommend them. Review collected by and hosted on G2.com.

The amount of work to get onboarded is a lot. While it is a lot once it is done the program works smoothly and saves us time as a company. Review collected by and hosted on G2.com.

One aspect of GReminders that my firm has found helpful is the pre-meeting notes it emails to us. Prior to every meeting we will receive a summary of client cases and information that has been pulled from past activities and meetings. This has been a great way to refresh our memories and create connection points with clients that may have previously been forgotten. GReminders also has great customer service. The staff is very knowledgeable and quick to respond to any questions or issues we run into. Review collected by and hosted on G2.com.

The notes that are generated after a meeting can become repetitive because of the pre-set templates. It is great at capturing the general ideas of the meeting and what was discussed, however it will report the same information multiple times on the same notes. Review collected by and hosted on G2.com.