Sign In SchedulingSign In Solutions
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TOOLKIT CRMBlue Square Apps
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Related Products
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About
Sign In Scheduling (formerly 10to8) is all-in-one Online Booking & Appointment Scheduling software trusted by thousands of businesses worldwide.
Managing multiple clients with busy schedules is challenging. With 10to8 Appointment Scheduling Software, you can offer a convenient online booking page that your clients can use to schedule appointments. Wave goodbye to being interrupted by phone calls and maintain control over your schedule.
The intelligent SMS & email reminders will notify your clients of their upcoming appointments which will improve communication & customer experience, and reduce no-shows by up to 90%.
The 2-way calendar sync with the most popular calendar apps will rid your business of double-bookings and the awkward situation when two clients turn up at the same time for their appointments.
Be more visible online & appear more professional with a branded 10to8 online booking page. Display your services in a professional way and increase online bookings.
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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
Freelancers, small & medium businesses to large enterprises
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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
$7.20 per seat per month
Free Forever for small businesses (100 appts/month + 2 staff logins)
Bespoke Plan is available for large enterprises with bespoke scheduling needs
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 InformationSign In Solutions
Founded: 2021
United States
10to8.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Appointment Reminder Features
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
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
Employee Scheduling Features
Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking
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Integrations
Microsoft Outlook
APIANT
BoomTown
Campaign Monitor
Google Calendar
Google Cloud Platform
HubSpot CRM
HubSpot Marketing Hub
Mailchimp
QuickBooks Online
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Integrations
Microsoft Outlook
APIANT
BoomTown
Campaign Monitor
Google Calendar
Google Cloud Platform
HubSpot CRM
HubSpot Marketing Hub
Mailchimp
QuickBooks Online
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