Schedule.ccby 500apps
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TOOLKIT CRMBlue Square Apps
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Related Products
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About
Appointment scheduling software Schedule.cc by 500apps helps schedule online appointments for businesses. AI-powered appointment scheduling software lets you schedule events and appointments in real-time, sync your calendar, integrate with third-party apps, send event reminders, and manage your availability. Get access to 37+ apps for $14.99 per user.
Features:
Appointment Scheduler: Schedule.cc streamlines your calendar and entire online appointment scheduling process, simplifying communication and time management for everyone involved.
Event Reminder: Real-time event reminders will keep your clients informed about all their upcoming appointments.
Calendar sync: You can sync your calendar with apps of your choice to stay on top of everything that happens in your day and keep track of appointments and meetings.
Event Scheduler: Customize your calendar according to your availability. Set up custom events for one-on-one meetings, team meetings or group events.
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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 of all sizes that need an appointment scheduling 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 |
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Pricing
$14.99 per month
14 days free trial Available
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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Pros & Cons from Real UsersPros
Cons
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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 Informationby 500apps
Founded: 2019
United States
schedule.cc/
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Appointment Scheduling Features
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
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Integrations
Microsoft Outlook
Google Calendar
Google Cloud Platform
Microsoft 365
iCalendar
iCloud
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Integrations
Microsoft Outlook
Google Calendar
Google Cloud Platform
Microsoft 365
iCalendar
iCloud
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