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Average Ratings 0 Ratings

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ease
features
design
support

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Description

This platform goes beyond mere scheduling; it serves as a powerful tool for fostering connections. Effortlessly integrate online scheduling into your business model. Design a personalized scheduling process that allows your clients to effortlessly book appointments, classes, rooms, or equipment in just a few easy steps. Highlight your offerings, oversee schedules, and synchronize with external calendars to enhance the scheduling experience and increase online bookings. It connects seamlessly with Google Calendar and Outlook to provide real-time availability updates, thereby avoiding any risk of double bookings. You have the flexibility to arrange one-on-one meetings or group events, manage your availability by adjusting event lengths, booking windows, padding times, or blocking specific time slots. The system automatically detects timezone differences, enabling customers to schedule events in either their local timezone or yours. Additionally, you can offer bundled services or products, provide discounts for bulk session purchases, and receive payment for multiple appointments simultaneously, making the process even more efficient. This comprehensive solution not only simplifies scheduling but also enhances client satisfaction through its user-friendly features.

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
Readymag
Webflow
Wufoo
Zapier
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
Readymag
Webflow
Wufoo
Zapier
iCloud

Pricing Details

$15.00/month/user
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

CozyCal

Country

United States

Website

cozycal.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking 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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