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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

This application is designed for individuals involved in pet sitting, whether on a professional level or as a side venture. It seamlessly integrates your calendar and contact information into a single platform and provides detailed profiles for each client's pets, which include photos, feeding guidelines, notes, and veterinarian details, along with quick communication options through phone, text, or email. For every client, you can compile a comprehensive roster of their pets, detailing each pet's name, type, color, breed, special notes, instructions, and a corresponding image. Additionally, the app features a direct link to the client's veterinarian for convenient access. Users can manage their schedules efficiently, utilizing both month and daily views of the iOS Calendar, allowing for easy creation, editing, and organization of appointments. Furthermore, the application also grants access to your iOS Contacts data, ensuring that you can effortlessly view and maintain your client list. Overall, this app serves as a powerful tool for pet sitters to streamline their workflow and enhance their service delivery.

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
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Pricing Details

$0.99
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

InerTron Software

Country

United States

Website

www.inertron.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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

Alternatives

Alternatives

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Allocatus

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VetPortal

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