My Junna

My Junna

Junna Care
TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
+
+

Related Products

  • NewOrg
    124 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • InfoFlo
    196 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • CharityTracker
    1,429 Ratings
    Visit Website
  • Zoho Projects
    1,889 Ratings
    Visit Website
  • DeskTime
    955 Ratings
    Visit Website
  • Trumba
    63 Ratings
    Visit Website
  • Yoffix
    90 Ratings
    Visit Website
  • HR Partner
    205 Ratings
    Visit Website

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.

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 looking for a complete Patient Case Management solution

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

$90 per user 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

Junna Care
Founded: 2018
United States
junnacare.com

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
NewOrg

NewOrg

NewOrg Management System
My Junna

My Junna

Junna Care

Categories

Categories

CRM

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

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud
Claim My Junna and update features and information
Claim My Junna and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information