TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
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About

It's more than scheduling software. It's a tool for building connections. Integrate online scheduling seamlessly with your business. Create a customized online scheduling flow that lets your clients schedule appointments, classes, rooms or equipment with just a few simple steps. Showcase offerings, manage schedules, and sync with external calendars to streamline the scheduling experience and maximize online bookings. Syncs with Google calendar and Outlook calendar to update real-time availability and prevent double-bookings. Set up one-on-meetings or group events, and control your availabilities by setting flexible event durations, event booking window, event padding time, or block off specific times. Detect timezone difference automatically so customers can schedule events either at their local timezone or in your timezone. Offer bundled services and products in packages, give discounts on bulk purchase sessions, and get paid for multiple appointments at once.

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

Businesses seeking a solution to integrate online scheduling seamlessly

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

$15.00/month/user
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

CozyCal
United States
cozycal.com

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
Calfrenzy

Calfrenzy

SoftLux, LLC
Schedule.cc

Schedule.cc

by 500apps
My Junna

My Junna

Junna Care

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

Integrations

Google Cloud Platform
Microsoft Outlook
Readymag
Webflow
Wufoo
Zapier
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
Readymag
Webflow
Wufoo
Zapier
iCloud
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Claim CozyCal and update features and information
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