TOOLKIT CRMBlue Square Apps
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Related Products
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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.
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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
Businesses seeking a solution to integrate online scheduling seamlessly
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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
$15.00/month/user
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 InformationCozyCal
United States
cozycal.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
Google Cloud Platform
Microsoft Outlook
Readymag
Webflow
Wufoo
Zapier
iCloud
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Integrations
Google Cloud Platform
Microsoft Outlook
Readymag
Webflow
Wufoo
Zapier
iCloud
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