CatchApp BookingsCatchApp
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TOOLKIT CRMBlue Square Apps
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Related Products
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About
CatchApp Bookings is an intuitive scheduling tool made for professionals and businesses, designed to save your time; on average 5 hours per week. Allow your clients to book appointments on your own online Bookings page. Powerful 2-way sync with all major calendars - Google, Microsoft, and Apple. Create unlimited unique booking pages for your clients, offering different services, locations, and availability. Accept appointments anytime on your own bookings page from your website and even from your social media. Set flexible availability options for your different products or services. Allowing you to state when you're available for each. Automatically send reminders to you and your clients, cutting down no-shows.
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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
Anyone looking for an Appointment Scheduling solution with automated calendar sync, text reminders, and more
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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
$20 per month
Monthly Subscription (Annual Subscription is available at $120/y)
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 InformationCatchApp
Founded: 2016
United Kingdom
catchapp.mobi/
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Alternatives |
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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
Scheduling Features
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management
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Integrations
Microsoft Outlook
Google Calendar
Google Cloud Platform
Google Meet
Microsoft 365
Microsoft Exchange
Microsoft Teams
Zoom
iCloud
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Integrations
Microsoft Outlook
Google Calendar
Google Cloud Platform
Google Meet
Microsoft 365
Microsoft Exchange
Microsoft Teams
Zoom
iCloud
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