TOOLKIT CRMBlue Square Apps
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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.
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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
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
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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
$297 per month
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 InformationBizAssistant.ai
United States
bizassistant.ai/
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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