Copy2Contact

Copy2Contact

Anagram Technologies
TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
+
+

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About

Copy2Contact is used by companies and individuals to capture key business information about clients and leads. Smart professionals use Copy2Contact to slash data entry time by 98% and triple accuracy in their day-to-day tasks. Copy2Contact captures contacts, leads, appointments, and events into Microsoft Outlook and Salesforce.com on your PC or address book on iPhone. Grab contacts from emails, documents, resumes, websites, and more. Copy2Contact is a proprietary technology that saves time managing contacts and appointments. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping. It works from email signatures, web search results, documents, resumes, and any other source of contact or event information that's a routine part of any professional's daily workflow.

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

Companies seeking a tool to save time managing contacts and appointments

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

$34 per user per year
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

Anagram Technologies
www.copy2contact.com

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
businesscards.io

businesscards.io

Bluejay Labs
8am

8am

8am Web
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud
Claim Copy2Contact and update features and information
Claim Copy2Contact and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information