GReminders - AI Notetaker/SMS Reminders/Scheduling
free

GReminders - AI Notetaker/SMS Reminders/Scheduling

by GReminders

free
free

AI Notetaking, Summaries, Action Items, SMS Reminders, Advanced Scheduling including 1:1, Team, Recurring Appointments

Nurture my leads, Communicate with leads, Manage my accounts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

GReminders is an End to End Meeting Management Platform

  • SMS Reminders for Upcoming Appointments
  • Integration with Zoom, Microsoft Teams, Webex, GoToMeeting, etc….
  • Handle all your Scheduling Needs (1:1, Teams, Round Robin, Rescheduling, etc…)
  • AI Notetaking, Summaries and Action Items automatically done for you.

Eliminate No Shows

  • Customize Reminder notifications via SMS, Email or Voice calls with appointment specific including links to Zoom, MS Teams, etc…
  • Connects to your Pipedrive Calendar, Outlook, Google, Exchange, etc…
  • Doesn’t matter where the Event was Scheduled.

AI Notetaking

  • Automatically have GReminders join virtual OR in person Appointments
  • Let Notetaker Summarize calls, write them back as Notes to your Pipedrive Contacts
  • Pull out Action Items from the Transcript, and write them back to Pipedrive as Tasks
  • Save yourself hundreds of hours per year, literally.

Advanced Scheduling

  • Need more than the basic Pipedrive Scheduling system?
  • GReminders handles 1:1, Team Round Robin/All Together and also Recurring Appointment Scheduling.
  • Advanced Working Hour Support, Templating, etc…

Try it Today for Free

Installation instructions

Step 1: Sign up for a free 7-day trial of GReminders Here

Step 2: Click on "Integrations" from the main menu

Step 3: Scroll down until you find Pipedrive

Step 4: Select "Setup/Setup Now" and enter your Pipedrive credentials

Step 5: Choose your setup options:

Option #1: Pull best phone number from contacts This is selected by default. It allows GReminders to pull contact data, including phone numbers to send SMS reminders on activities.

Option #2: Log notification against the matching contact as an activity When selected, GReminders will writeback reminders as notes against the matching contact.

Option #3 Automatically create contact IF contact does not exist When using GReminders automated scheduling, new contact information is added to Pipedrive's contacts.

Option #4 Create event in Pipedrive when new meeting is booked Select this option if you have not synced Pipedrive to Google or Outlook. An activity is created in Pipedrive when using GReminders' automated scheduling.

Note: You must be an administrator on your GReminders account to set up the integration.

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