Audience

Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience

About TOOLKIT CRM

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.

Pricing

Starting Price:
$26 per month

Integrations

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Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Videos and Screen Captures

TOOLKIT CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

TOOLKIT CRM Frequently Asked Questions

Q: What kinds of users and organization types does TOOLKIT CRM work with?
Q: What languages does TOOLKIT CRM support in their product?
Q: What kind of support options does TOOLKIT CRM offer?
Q: What other applications or services does TOOLKIT CRM integrate with?
Q: What type of training does TOOLKIT CRM provide?
Q: How much does TOOLKIT CRM cost?

TOOLKIT CRM Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration