Apptoto - Automated Appointment Reminders, Online Scheduling and Messaging
Automates appointment scheduling, reminders, and client messaging in Salesforce Platform.
ApptotoPaid
GReminders
by GReminders SMS RemindersSalesforcePaid
Automates meeting scheduling, reminders, follow-ups, and meeting notes inside Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACENot published
What it does
GReminders provides online scheduling and meeting management for Salesforce, including Salesforce Financial Services Cloud and named partner systems. It sends SMS, email, and phone reminders to Salesforce contacts and leads, then records reminders as completed tasks. Its AI Assistant can take meeting notes, create pre-meeting briefs, summaries, and action items, send follow-up emails, and create tasks.
Key capabilities
from the Salesforce AppExchange listingMeeting reminders
Sends SMS, email, or phone reminders to Salesforce contacts and leads.
Salesforce task logging
Writes sent reminders back to Salesforce as completed tasks.
AI meeting notes
Generates pre-meeting briefs, meeting summaries, and action items.
Follow-up automation
Sends follow-up emails and creates tasks through its AI Assistant.
Workflow launching
The AI Notetaker can launch workflows and opportunities.
Life event messages
Sends automated messages for birthdays and anniversaries.
Use cases
- Broker-dealers can use the platform for Salesforce-based meeting management.
Who it's for
It is intended for independent RIAs, broker-dealers, and financial and professional services firms.
How it compares
GReminders combines Salesforce reminders with AI meeting notes, follow-up emails, task creation, and workflow launching. Apptoto focuses on online scheduling and appointment communications using Salesforce Calendar and Contact records.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | Not published |
| Apptoto - Automated Appointment Reminders, Online Scheduling and Messaging | Paid | Cloud | Not published |
| Calendar | Paid | Cloud |
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services. Our online scheduling and integrations are built exclusively for Salesforce. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Works with Salesforce, Salesforce FSC, Quivr …»