Greminders vs Calendly? · RIA Operators

Greminders vs Calendly?

Happy Friday, y'all!

I've been using Calendly for years, but haven't integrated it into Wealthbox. It's worked well...

Considering a move to Greminders instead of trying to duct-tape together something with Calendly + Zapier + Wealthbox

Anyone made the switch? Have any feedback?

Also, I think - based on what I've seen - that Greminders might be able to also replace Knudge for automated client tasks like inviting them to schedule their 6 month strategy meeting or requesting their tax return annually, etc. through their automations: https://www.greminders.com/product/automations

Welcome any thoughts or feedback from anyone using Greminders for scheduling, automations/client tasks & reminders, and integration with Wealthbox.

Thanks!

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