TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
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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.

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

Anyone looking for an Appointment Scheduling solution with automated calendar sync, text reminders, and more

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

$20 per month
Monthly Subscription (Annual Subscription is available at $120/y)
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

CatchApp
Founded: 2016
United Kingdom
catchapp.mobi/

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

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My Junna

My Junna

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Categories

Categories

CRM

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

Integrations

Microsoft Outlook
Google Calendar
Google Cloud Platform
Google Meet
Microsoft 365
Microsoft Exchange
Microsoft Teams
Zoom
iCloud

Integrations

Microsoft Outlook
Google Calendar
Google Cloud Platform
Google Meet
Microsoft 365
Microsoft Exchange
Microsoft Teams
Zoom
iCloud
Claim CatchApp Bookings and update features and information
Claim CatchApp Bookings and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information