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Description
Clienteka is a cloud-driven platform designed for managing businesses that operate on an appointment basis, serving industries such as salons, barbers, massage therapy, spas, grooming, photography, tattoo artistry, and repair services. The software features a calendar that aids teams in organizing their appointments and schedules effectively, while client profiles store important information such as notes, preferences, photos, and visit histories, ensuring personalized service. Additionally, a waitlist function allows businesses to keep track of clients who are looking for available openings. The system also encompasses functionalities like invoicing, payment tracking, issuing credit notes, employee scheduling, leave management, inventory oversight, and business analytics. Users have the ability to import data from other software, although Clienteka does not offer automatic synchronization with booking marketplaces. A free version is available for a single business, which comes with limitations on the number of appointments and client profiles; for those seeking more comprehensive features, the paid Pro version provides expanded limits and enhanced team collaboration tools. This allows businesses to choose a plan that best fits their operational needs and growth aspirations.
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
No
API Access
Has API
No
Integrations
Google Cloud Platform
No
Microsoft Outlook
No
iCloud
No
Pricing Details
€19/month
Free plan: up to 10 appointments and 10 client profiles per month for one business. Pro: €19/month plus €7/month per active employee, excluding VAT. Monthly subscription; cancel anytime.
Free Trial
Yes
Free Version
Yes
Pricing Details
$26 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PLWebsites
Country
Germany
Website
clienteka.com
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Product Features
Salon
Appointment Management
No
Booth Rental
No
Client Profiles
No
Employee Management
No
Inventory Management
No
Loyalty Program
No
Multi-Location
No
Payroll Management
No
Point of Sale (POS)
No
Recurring Appointments
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No