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ease
features
design
support

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Description

All appointment information is systematically recorded in each client’s profile, ensuring that no client goes unnoticed when scheduling. The client profile provides comprehensive insights into their past visits, treatments, and purchases. Features like medical records and uploaded images empower your team to maintain the highest level of service quality. Document the progression of your clients' treatments by storing images, showcasing the effectiveness of your work. Offer your clients the convenience of booking appointments around the clock. Harness the potential of your social media platforms and website to increase online reservations significantly. Manage your business from anywhere, whether it’s a small salon or a large chain. Keep track of business analytics, client retention, and team productivity effortlessly. Benefit from automated payroll and cash flow reporting for smoother financial management. Access your personal schedule anytime through a mobile app, and enhance client profiles with images of your work. Plus, stay informed with detailed client information and medical records readily available. This comprehensive system not only streamlines operations but also enhances the overall client experience.

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

Screenshots View All

Screenshots View All

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Pricing Details

$35.00/month
Price per location. You pay flat fee regardless of number of employees
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

BloknotApp

Founded

2017

Country

Estonia

Website

www.bloknotapp.com/en

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Salon

Appointment Management
Booth Rental
Client Profiles
Employee Management
Inventory Management
Loyalty Program
Multi-Location
Payroll Management
Point of Sale (POS)
Recurring Appointments

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

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