TOOLKIT CRMBlue Square Apps
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Related Products
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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.
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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 interested in a solution to manage sales leads, mailing lists, business profiles, and customers
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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 |
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Pricing
$99 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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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInfofree
Founded: 2011
United States
www.infofree.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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