I love how it sends me the email of the confirmation they got from the client so I am aware. The check mark that it puts on the outlook and salesforce calendars, is really cool and helpful for my boss to quickly see what meetings have been confirmed. The salesforce integration is super awesome to be able to send texts to their phones. I love that! I can tell you guys are trying to think of cool, new ways to be more helpful and try to integrate programs finanical advisors use that can be useful. The calendar option is also such a great addition! This software can be expanded and useful in many ways.

Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings. We realize that people are human and can very much forget about commitments they have made to meet with us over a call/zoom, but integrating this into our tech stack has increased our show rate and saved us valuable time.

The automated reminders via SMS, email, or voice calls, reducing no-shows and last-minute cancellations. Customizable reminder templates are a plus, allowing you to personalize messages.