TOOLKIT CRMBlue Square Apps
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Related Products
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About
SocialPilot is a social media management platform founded in 2014. It serves marketing agencies, small businesses, and in-house marketing teams managing social media activity across multiple accounts and clients.
SocialPilot supports 10 social media networks: Facebook, Instagram, LinkedIn, X (Twitter), TikTok, YouTube, Pinterest, Threads, Bluesky, and Google Business Profile. Key features include post scheduling, bulk scheduling via CSV upload, a content calendar, a social inbox for managing comments and messages across platforms, role-based team collaboration with approval workflows, AI-assisted content creation, analytics and custom reporting, white-label platform and reporting for agencies, and an MCP server integration that allows users to create and schedule posts directly through Claude AI.
SocialPilot is built for teams and agencies handling multiple social accounts and clients from one place. It reduces tool-switching by combining scheduling and client collaboration.
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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
Marketing Agencies - Account Manager, CEO, COO, Group Head, Channel Head Local Brands + Multi-Location Brands - Owners, Franchise Managers
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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
$30/month
SocialPilot offers five plans designed for different team sizes and use cases.
The Essentials plan starts at $30/month and includes 7 social media accounts, 1 user seat, and 500 AI credits. The Standard plan at $50/month includes 15 accounts, 3 user seats, 1,000 AI credits, social inbox, and team collaboration. The Premium plan at $100/month includes 25 accounts, 6 user seats, 5,000 AI credits, white-label reports, competitor reports, and client management. The Ultimate plan at $200/month includes 50 accounts, unlimited users, unlimited AI credits, advanced white label, and a dedicated account manager. Enterprise plans are available with custom pricing, including API access, SSO, and dedicated onboarding support. Annual billing is available across all plans with 15% savings. Additional social media accounts can be added to any plan at $4/month per account, and additional user seats can be added on Standard and Premium plans at $5/month per user. A 14-day free trial is available on all plans with no credit card required.
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 InformationSocialPilot
Founded: 2014
United States
www.socialpilot.co
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Content Marketing Features
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
Marketing Analytics Features
A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics
Reputation Management Features
Campaign Management
Gamification
Response Management
Review Generation
Review Monitoring
Sentiment Analysis
Social Media Metrics
Social Media Monitoring
White Label
Social Media Marketing Features
Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling
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Integrations
Bitly
ChatGPT
Claude Code
Dropbox
Facebook
GIPHY
Google Cloud Platform
Instagram
LinkedIn
Microsoft Outlook
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Integrations
Bitly
ChatGPT
Claude Code
Dropbox
Facebook
GIPHY
Google Cloud Platform
Instagram
LinkedIn
Microsoft Outlook
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