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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.

Description

Fylt serves as a comprehensive client management solution tailored for service-oriented businesses. It integrates various functionalities such as a client CRM, scheduling for appointments, project oversight, invoicing and billing, e-signature contracts, a customizable client portal, and a support desk, all within a single platform that features AI drafting support. The seamless integration of these modules allows for automatic updates across all functionalities whenever a change is made to a client record. Essentially, it stands as a viable alternative to simultaneously using platforms like HoneyBook, Dubsado, Bonsai, Calendly, and Monday. Additionally, users can take advantage of a free three-month trial without needing to enter any credit card information, making it accessible for those looking to test its capabilities. With its all-in-one approach, Fylt aims to simplify the management process for service businesses significantly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29 per user month
Free Trial
Free Version

Pricing Details

$25
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

Blue Square Apps

Country

Canada

Website

www.bluesquaretoolkit.com

Vendor Details

Company Name

fylt

Founded

2026

Website

fylt.app

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

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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Alternatives

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