TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
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About

Remindlo is SMS reminder software that automates appointment notifications and customer engagement. The platform sends text reminders automatically as appointments approach to reduce missed bookings. Contacts can be added through photo uploads of physical diaries, manual entry, CSV imports, or calendar integrations. Pre-designed message templates and timing preferences simplify initial setup. The software integrates with Google Calendar, Outlook, and iCloud to support existing scheduling workflows. Remindlo handles recurring campaigns, post-appointment thank-you messages, review requests, and reactivation efforts for inactive clients. The platform includes email functionality alongside SMS capabilities. Analytics tools track campaign performance, while GDPR compliance features address data protection requirements. Multi-currency support accommodates international operations.

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

Remindlo is used by small and medium service-based businesses

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

free
Transparent pricing, no surprises

Free-forever plan with 10 SMS per month.

Paid plans start from £19.

We support GBP, EUR, USD, and many more currencies.
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

Remindlo
Founded: 2014
Poland
www.remindlo.co.uk

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Appointment Reminder Features

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Integrations

Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Google Cloud Platform
Google Sheets
Microsoft 365
Zapier

Integrations

Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Google Cloud Platform
Google Sheets
Microsoft 365
Zapier
Claim Remindlo and update features and information
Claim Remindlo and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information