TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
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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.

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 and professionals searching for a solution to schedule meetings in a few clicks

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

$7 per month
Free Version
Free Trial

Pricing

$26 per month
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 1.0 / 5

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:

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Pros & Cons from Real Users

Pros

  • Custom fields for things like choosing a location is a nice touch. Having multiple event/meeting types is a fantastic feature.

Cons

  • No way to synch multiple calendars for assignment to different meeting types. Very buggy. Changes will sometimes not be saved. The support is absolutely non existent. This is a major problem, and should be addressed.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Harmonizely
Founded: 2017
Poland
harmonizely.com

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
Zimbra

Zimbra

Synacor
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

Chat Agents
Evidence
Google Cloud Platform
Integrately
Microsoft Outlook
Smith.ai
Stackreaction
WiserNotify
iCloud

Integrations

Chat Agents
Evidence
Google Cloud Platform
Integrately
Microsoft Outlook
Smith.ai
Stackreaction
WiserNotify
iCloud
Claim Harmonizely and update features and information
Claim Harmonizely and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information