TOOLKIT CRMBlue Square Apps
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Timeslot WizardSattvabit
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Related Products
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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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About
Timeslot Wizard is an all-in-one appointment scheduling and business management platform built for salons, beauty professionals, barbershops, spas, wellness businesses, and other service-based businesses.
It helps businesses simplify online bookings, manage staff calendars, reduce no-shows with automated email and SMS reminders, collect deposits and payments, and keep customer information organized in one place. With two-way calendar sync, service management, client profiles, waitlists, reporting, marketing tools, and loyalty features, Timeslot Wizard brings essential day-to-day operations together in a single platform.
Designed to be simple, flexible, and easy to use, Timeslot Wizard helps service businesses spend less time managing appointments and more time serving customers and growing their business.
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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
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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Audience
Salon owners, beauty salons, nail salons, spa salons
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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 VideosNo images available
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Pricing
$26 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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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 InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Company InformationSattvabit
Founded: 2015
India
www.sattvabit.com
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Categories |
Categories |
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Integrations
Google Cloud Platform
Microsoft Outlook
iCloud
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