TOOLKIT CRMBlue Square Apps
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Related Products
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About
Breely is a flexible, modern online scheduling and business management tool designed to help service-based businesses automate appointment booking, client communication, and operational workflows, letting you build custom booking flows, accept payments, send email and SMS notifications, customize forms, collect signatures, manage resources, and automate tasks all from one place. From basic appointment scheduling to classes, workshops, and multi-resource bookings, Breely adapts to your unique needs and grows with your business by offering conditional booking logic, waitlisting, branded booking pages, calendar syncing with Google, Office 365, and iCloud, and integrations with tools like Zoom and Google Meet. It includes robust reporting features, client dashboards, custom fields, HIPAA compliance options, packages, coupons, subscriptions, and tools to sell services or products, helping reduce administrative work and improve client experience.
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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
Service-based business owners who need a flexible all-in-one scheduling and client management software to automate bookings, client communication, payments, forms, and business workflows
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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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Pricing
Free
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 InformationBreely
Founded: 2025
United States
www.breely.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Appointment Scheduling Features
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
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Integrations
iCloud
Facebook
Google
Google Analytics
Google Cloud Platform
Google Meet
Google Tag Manager
Microsoft 365
Microsoft Outlook
Square Payments
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Integrations
iCloud
Facebook
Google
Google Analytics
Google Cloud Platform
Google Meet
Google Tag Manager
Microsoft 365
Microsoft Outlook
Square Payments
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