TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
+
+

Related Products

  • Numa
    14 Ratings
    Visit Website
  • Intermedia Unite
    1,631 Ratings
    Visit Website
  • Podium
    2,128 Ratings
  • Aesthetic Insight
    10 Ratings
    Visit Website
  • 800.com
    2,381 Ratings
    Visit Website
  • DialerAI
    5 Ratings
    Visit Website
  • DoctorConnect
    85 Ratings
    Visit Website
  • Community Phone
    1,531 Ratings
    Visit Website
  • AestheticsPro
    732 Ratings
    Visit Website
  • TollFreeForwarding
    3,224 Ratings
    Visit Website

About

BizAssistant.ai is an AI-powered virtual receptionist platform that answers business calls 24/7 with a natural, human-like voice and captures structured customer details such as service type, address, urgency and preferred appointment time so no lead goes to voicemail; it can optionally book appointments directly into your calendar (Google, Outlook or iCloud), send clean summaries plus full call transcripts after each interaction, and help reduce administrative workload and missed revenue by turning inbound inquiries into booked jobs even when teams are on jobs or after hours. It is designed to be set up in minutes with custom intake questions and business info, provides smart call routing and job intake workflows that feel like a real front desk, and gives business owners consistent lead capture and scheduling automation so they can focus on work rather than answering calls.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Local service-based small businesses that book jobs by phone that want an AI receptionist to answer calls, capture leads and schedule appointments without missing opportunities

Audience

Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$297 per month
Free Version
Free Trial

Pricing

$26 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BizAssistant.ai
United States
bizassistant.ai/

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
DeskCaller

DeskCaller

Conovo Ltd
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud
Claim BizAssistant.ai and update features and information
Claim BizAssistant.ai and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information