TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
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About

LinkTime is an AI-powered scheduling platform designed to simplify how individuals and teams manage appointments by combining booking links, automation tools, and AI communication agents into a single system. It allows users to create a booking link that can be shared with customers, clients, or colleagues so they can schedule meetings directly based on the user’s real-time availability. After connecting a calendar such as Google, Outlook, or iCloud and defining availability rules, users can share a personalized scheduling link or embed booking widgets on websites. It automatically manages scheduling tasks such as checking availability, creating the event, and sending confirmations or reminders. In addition to standard scheduling features, the platform includes AI agents that can handle bookings through voice calls, SMS, and WhatsApp conversations, allowing customers to schedule appointments through multiple communication channels.

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

Sales teams, consultants, and businesses that want an AI-driven scheduling platform to automate meeting bookings across links, phone calls, text messages, and messaging apps

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

$10 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

LinkTime
United States
linktime.io

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Integrations

Microsoft Outlook
iCloud
Attio
Cisco Webex
Claude
Cursor
Discord
FaceTime
Google Calendar
Google Meet
HubSpot CRM
Make
Microsoft Teams
Model Context Protocol (MCP)
Salesforce
Slack
Telegram
WhatsApp
Zapier
Zoom

Integrations

Microsoft Outlook
iCloud
Attio
Cisco Webex
Claude
Cursor
Discord
FaceTime
Google Calendar
Google Meet
HubSpot CRM
Make
Microsoft Teams
Model Context Protocol (MCP)
Salesforce
Slack
Telegram
WhatsApp
Zapier
Zoom
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Claim LinkTime and update features and information
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