GReminders
Scheduling, appointment reminders, and AI meeting notes in one platform for professional services teams.
Independent overview by new Mantra · updated July 16, 2026
- Category
- Operations
- Pricing
- Business: Essentials from $69/mo, Business from $132/mo, Enterprise custom; Individual: Free Basic, Standard $8/user/mo billed annually ($10 monthly), Professional $39/mo ($47 monthly) incl. 1 user; AI Notetaker add-on $49/user/mo annually ($61 monthly)
- Implementation
- Under 1 week
- Adoption risk
- Low
- Integrates with
- Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce
What GReminders does
GReminders combines three things that typically require separate solutions: a booking and scheduling system, automated SMS and email appointment reminders, and an AI notetaker that joins video calls. Clients can book directly from your calendar, and the platform sends reminders automatically ahead of each appointment. It connects to Google Calendar, Outlook, Zoom, Microsoft Teams, and Salesforce, among others.
The AI Notetaker records and transcribes Zoom, Teams, and Google Meet calls, then produces a summary, action items, and a draft follow-up email. It also generates a pre-meeting brief sent to you before each call, pulling together recent client interactions. Summaries and tasks can be pushed directly to a connected CRM, reducing manual data entry after each meeting.
The platform is built with financial advisors, accountants, attorneys, therapists, and sales teams in mind. It is HIPAA and FINRA compliant and supports compliance archiving through Smarsh, Veritas, and Global Relay. A free tier is available, and paid plans start at $8 per user per month billed annually, with the AI Notetaker as a separate add-on.
Key capabilities
Automated Client Scheduling
Clients book directly based on your availability, with support for one-on-one, team, round-robin, and recurring appointments. The platform automatically generates video conference links for Zoom, Teams, or Google Meet.
SMS, Email, and Voice Reminders
Automated reminders go out at intervals you configure — minutes, hours, or days before an appointment. Clients can confirm, reschedule, or cancel by replying to a text, and all activity is logged.
AI Meeting Notetaker
The notetaker joins video calls and produces a transcript, summary, and action items without manual input. It can also record in-person meetings via a mobile app for iOS and Android.
Pre-Meeting Briefs
An AI-generated summary of recent client interactions is emailed to you before each call, including conversation starters and action items to review. You can also generate a client presentation deck from the brief.
CRM and Calendar Sync
Meeting summaries, tasks, and reminder logs sync back to connected CRMs including Salesforce, Redtail, and Wealthbox. This creates an audit trail of client communications without manual copy-paste.
Bulk Outreach Sends
The Bulk Send solution lets you send targeted email or SMS messages to multiple contacts at once, either as a one-time campaign or an ongoing automation independent of calendar events.
Best for
- Professional services firms — financial advisors, accountants, attorneys, therapists — that run high volumes of recurring client meetings and want scheduling, reminders, and notes in one place
- Teams already using Google Calendar, Outlook, Zoom, Teams, or Salesforce who want integrations that work without rebuilding existing workflows
- Practices dealing with no-shows or manual confirmation calls that want automated SMS and email reminders to handle that work instead
- Advisors or small teams who spend significant time on post-meeting admin — writing follow-up emails, logging notes to a CRM, or creating task lists
- Organizations in regulated industries (financial services, healthcare) that need HIPAA or FINRA compliance and compliance archiving support
Worth knowing
- The AI Notetaker is a separate add-on at $49 per user per month billed annually ($61 monthly), on top of the base plan cost — evaluate whether you need it before assuming it is included
- The platform is clearly designed around financial advisory and regulated professional services; teams in other industries should verify that the feature set and integrations match their specific workflows
- CRM sync covers Salesforce, Redtail, and Wealthbox natively — if your CRM is not on the supported list, confirm compatibility before committing
- If you only need a standalone notetaker or only a booking page, a more narrowly scoped solution may cost less; GReminders is priced as an all-in-one platform
- The free Basic tier is available for initial testing, but core automation and team scheduling features require a paid plan — confirm which tier covers your required use cases
Related solutions
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