TOOLKIT CRMBlue Square Apps
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Related Products
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About
Save time and avoid unnecessary emails. Boost engagement and conversion rates. Allow the invitees to choose from available meeting times. No action is needed from your side. Just send an invitation link. Connect Google, Outlook/Office 365, iCloud, Zimbra, Zoho, and other CalDAV solutions. Choose an all-in meeting scheduler to rule them all. Access all meetings and calendars from one scheduling app. Save time and avoid confusion. Integrate Harmonized with other popular platforms. The list of integrations includes Slack, MailChimp, Google Sheets, Pipedrive, WordPress, and many more! Our Zoom, Microsoft Teams, Whereby, Kopano Meet or Google Meet integration generates a unique video conference link for every meeting. Most meeting scheduling apps work with the most popular calendars only, such as Google Calendar, iCloud, or Office 365. Harmonizely, on the other hand, is a comprehensive scheduling tool. It supports a wider range of calendars, including Zimbra, Zoho, Fastmail, etc.
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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
Companies and professionals searching for a solution to schedule meetings in a few clicks
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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
$7 per month
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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Pros & Cons from Real UsersPros
Cons
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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 InformationHarmonizely
Founded: 2017
Poland
harmonizely.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Alternatives |
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
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Integrations
Chat Agents
Evidence
Google Cloud Platform
Integrately
Microsoft Outlook
Smith.ai
Stackreaction
WiserNotify
iCloud
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Integrations
Chat Agents
Evidence
Google Cloud Platform
Integrately
Microsoft Outlook
Smith.ai
Stackreaction
WiserNotify
iCloud
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