TOOLKIT CRMBlue Square Apps
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Related Products
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About
2sync is a cloud sync platform that keeps records consistent across the tools a team already runs. It connects Notion databases with Google Calendar, Outlook Calendar, Todoist, Google Tasks, Google Contacts, Outlook Contacts, Gmail and Outlook Mail.
Calendars, tasks and contacts sync in both directions: create or edit a record in either system, and the change appears in the other within minutes. Gmail and Outlook Mail sync one way into Notion, turning business correspondence into a searchable database.
Every field is mapped individually and set to sync both ways, only into Notion, or only out to the connected app. Filters control scope by calendar, priority, label, status, or any Notion property. Relation databases are supported, so attendees link to a contacts database and tasks link to projects.
Teams share a connection so members sync their own calendars into one shared Notion database. Sync runs as often as every 2 minutes. Previously known as Notion Automations.
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About
Toolkit CRM is an advisor CRM designed to help financial services teams manage their day, automate service delivery, and create a consistent client experience. Its built-in service model lets teams categorize clients into classes, apply different service levels, and automatically create recurring appointments and tasks based on each relationship. It acts as a co-pilot for important business processes, assigning the right tasks to the right team members at the right time and logging every triggered activity in the client profile. Customizable contact profiles help teams capture the information most relevant to each client, while collaborative notes, automatic email tracking, appointments, meetings, and tasks keep interactions organized and accessible. A shared team calendar connects with Google, Outlook, iCloud, and other calendars, and the Scheduler provides branded booking pages, flexible availability, unlimited scheduling links, and automatic CRM syncing.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Teams and professionals who run their work in Notion and need it connected to the calendars, task managers, contacts and email they already use. Common users include agencies, consultancies, startups, and operations, sales and project teams.
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Audience
Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$7/month billed annually
Three plans. All of them include every integration, field mapping, filters, activity logs and the bulk editing tools; what changes is how many automations you run, how often they sync, how far back and forward the time window reaches, and the synced-item cap.
Solo: $9/month billed monthly, or $7/month billed annually. 1 active automation, 5-minute sync, 6-month time window, up to 3,000 synced items. Premium: $24/month billed monthly, or $14/month billed annually. 3 active automations, 3-minute sync, 1-year time window, unlimited synced items. Pro: $69/month billed monthly, or $49/month billed annually. 10 active automations, 2-minute sync, 2-year time window, unlimited synced items. European customers are billed in euros at the same figures: €9/€7 Solo, €24/€14 Premium, €69/€49 Pro. Every plan starts with a 14-day free trial with full access to all features. A credit card is required to start the trial. There is no free version: a subscription after the trial is what keeps the automations running.
Free Version
Free Trial
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Pricing
$26 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company Information2sync
Founded: 2020
France
2sync.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Integrations
Microsoft Outlook
Gmail
Google Calendar
Google Cloud Platform
Google Contacts
Google Tasks
Notion
Todoist
iCloud
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Integrations
Microsoft Outlook
Gmail
Google Calendar
Google Cloud Platform
Google Contacts
Google Tasks
Notion
Todoist
iCloud
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