TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
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About

BookSwift is an all-in-one appointment booking platform designed to make scheduling fast, simple, and stress-free. It helps service providers manage appointments, clients, and availability from one intuitive dashboard. With smart scheduling tools, businesses can control weekly availability, add buffer times, and handle rescheduling with ease. BookSwift includes built-in client relationship management, allowing providers to store profiles, notes, and booking permissions in one place. Integrated Stripe payments let providers accept and manage client payments securely. Two-way Google Calendar sync ensures schedules stay accurate and conflict-free. With mobile optimization and smart notifications, BookSwift keeps both providers and clients informed at every step.

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

BookSwift is ideal for service providers, consultants, coaches, and small businesses that need a simple, reliable way to manage appointments, clients, and payments

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

No images available

Screenshots and Videos

Pricing

No information available.
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

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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

BookSwift
www.bookswift.app

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
TidyCal

TidyCal

AppSumo
VOLIXTA

VOLIXTA

HELLO SITE
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud
Claim BookSwift and update features and information
Claim BookSwift and update features and information
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