My JunnaJunna Care
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TOOLKIT CRMBlue Square Apps
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Related Products
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About
My Junna software addresses all of your software needs in one system to keep you organized and help manage your time. Organize client contacts & information to improve efficiency. Track progress, family members, professionals, demographics, and assessment all in one spot. Assign employees to specific clients. Your Dashboard provides quick access to clients, tasks, billable time, and calendar. Track productivity daily, weekly and monthly. Employees can easily check to monitor progress and meet targets. Instant access to partner contact info, frequently used resources, & organization-specific notes. Note high quality organizations for referrals. Upload PDFs & print vendor flyers with just a few clicks. Calendar Sync. Keep track of all your important dates and appointments, for individuals and/or teams. Works for individuals or teams. Create and assign tasks for care team. Syncs automatically with your Google, ical, yahoo or outlook calendar.
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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 looking for a complete Patient Case Management solution
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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
$90 per user 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 InformationJunna Care
Founded: 2018
United States
junnacare.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Patient Case Management Features
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
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Integrations
Google Cloud Platform
Microsoft Outlook
iCloud
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