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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Google Cloud Platform No 
Microsoft Outlook No 
iCloud No 

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 
iCloud Yes 

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 

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