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Description
2sync is a cloud synchronization service designed to maintain consistent records across the various tools utilized by a team. It seamlessly integrates Notion databases with platforms like Google Calendar, Outlook Calendar, Todoist, Google Tasks, Google Contacts, Outlook Contacts, Gmail, and Outlook Mail.
This service enables bi-directional syncing for calendars, tasks, and contacts: any creation or modification in one system is reflected in the other within minutes. Additionally, Gmail and Outlook Mail sync into Notion, converting email communications into a searchable format.
Each field is meticulously mapped to allow for dual-direction syncing, exclusive syncing to Notion, or only sending data out to the connected application. Users can apply filters based on criteria such as calendar, priority, label, status, or any property within Notion to tailor their sync experience. The platform also supports relational databases, enabling connections between attendees and a contacts database, while tasks can be linked to specific projects.
Teams can establish a shared connection, allowing members to sync their personal calendars into a collective Notion database. The synchronization process can occur as frequently as every two minutes, ensuring that all information is up to date. Formerly known as Notion Automations, this platform enhances workflow efficiency and collaboration among team members.
Description
Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Gmail
Google Calendar
Google Cloud Platform
Google Contacts
Google Tasks
Notion
Todoist
iCloud
Integrations
Microsoft Outlook
Gmail
Google Calendar
Google Cloud Platform
Google Contacts
Google Tasks
Notion
Todoist
iCloud
Pricing Details
$7/month billed annually
Three plans. All of them include every integration, field mapping, filters, activity logs and the bulk editing tools; what changes is how many automations you run, how often they sync, how far back and forward the time window reaches, and the synced-item cap.
Solo: $9/month billed monthly, or $7/month billed annually. 1 active automation, 5-minute sync, 6-month time window, up to 3,000 synced items.
Premium: $24/month billed monthly, or $14/month billed annually. 3 active automations, 3-minute sync, 1-year time window, unlimited synced items.
Pro: $69/month billed monthly, or $49/month billed annually. 10 active automations, 2-minute sync, 2-year time window, unlimited synced items.
European customers are billed in euros at the same figures: €9/€7 Solo, €24/€14 Premium, €69/€49 Pro.
Every plan starts with a 14-day free trial with full access to all features. A credit card is required to start the trial. There is no free version: a subscription after the trial is what keeps the automations running.
Solo: $9/month billed monthly, or $7/month billed annually. 1 active automation, 5-minute sync, 6-month time window, up to 3,000 synced items.
Premium: $24/month billed monthly, or $14/month billed annually. 3 active automations, 3-minute sync, 1-year time window, unlimited synced items.
Pro: $69/month billed monthly, or $49/month billed annually. 10 active automations, 2-minute sync, 2-year time window, unlimited synced items.
European customers are billed in euros at the same figures: €9/€7 Solo, €24/€14 Premium, €69/€49 Pro.
Every plan starts with a 14-day free trial with full access to all features. A credit card is required to start the trial. There is no free version: a subscription after the trial is what keeps the automations running.
Free Trial
Free Version
Pricing Details
$26 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
2sync
Founded
2020
Country
France
Website
2sync.com
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Product Features
iPaaS
AI / Machine Learning
Cloud Data Integration
Dashboard
Data Quality Control
Data Security
Drag & Drop
Embedded iPaaS
Integration Management
Pre-Built Connectors
White Label
Workflow Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management