TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
+
+

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About

Unlimited sales leads, mailing lists, business profiles, person search & CRM. Only $99/month, just one new customer will pay for the entire annual cost! Infofree helps users find new leads. Grow your business with access to unlimited sales leads, business profiles, people search, and a free CRM. We're helping entrepreneurs, salespeople, and marketers reach their sales and customer goals daily. Unlimited sales leads, business profiles on 14 million businesses, person search on 200 million people, contact manager. See your prospects on a map, call and set appointments right from your smartphone, available in the Salesforce App Store, Android & iPhone versions available. Infofree supplies you with the leads you need. With Infofree, it’s easy to find the business or consumer leads that match your target market. Sync your Google or Outlook accounts with the new CRM101® calendar integration.

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 interested in a solution to manage sales leads, mailing lists, business profiles, and customers

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

$99 per month
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

Infofree
Founded: 2011
United States
www.infofree.com

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Salesgenie

Salesgenie

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Alternatives

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Allocatus

Holert
LeadCandy

LeadCandy

Hachi Labs
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Integrations

Google Cloud Platform
Microsoft Outlook
Salesforce
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
Salesforce
iCloud
Claim Infofree and update features and information
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