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Average Ratings 0 Ratings

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Description

Streamline your scheduling process and reduce the back-and-forth of emails while enhancing both engagement and conversion rates. Empower your invitees to select from a variety of available meeting times effortlessly. There’s no need for additional steps on your part; simply share an invitation link. Harmonize easily with Google, Outlook/Office 365, iCloud, Zimbra, Zoho, and various other CalDAV solutions. Opt for an all-encompassing meeting scheduler to manage everything efficiently. With one unified scheduling application, you can access all your meetings and calendars, saving valuable time and eliminating any potential confusion. Integrate Harmonized seamlessly with a range of popular platforms, including Slack, MailChimp, Google Sheets, Pipedrive, WordPress, and many others! Our integrations with Zoom, Microsoft Teams, Whereby, Kopano Meet, and Google Meet automatically generate unique video conference links for each meeting. While many scheduling applications are limited to popular calendars like Google Calendar, iCloud, or Office 365, Harmonizely stands out as a versatile scheduling solution. It accommodates a broader array of calendars, such as Zimbra, Zoho, Fastmail, and more, making it an ideal choice for diverse scheduling needs. With such extensive integration capabilities, your scheduling experience can be both efficient and flexible, catering to various user preferences.

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

Chat Agents
Evidence
Google Cloud Platform
Integrately
Microsoft Outlook
Smith.ai
Stackreaction
WiserNotify
iCloud

Integrations

Chat Agents
Evidence
Google Cloud Platform
Integrately
Microsoft Outlook
Smith.ai
Stackreaction
WiserNotify
iCloud

Pricing Details

$7 per month
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

Harmonizely

Founded

2017

Country

Poland

Website

harmonizely.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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