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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Discover a wealth of sales opportunities with unlimited leads, comprehensive mailing lists, detailed business profiles, and advanced person search capabilities—all for just $99 per month. At this affordable price, acquiring just one new customer can cover your entire yearly investment! Infofree empowers users to identify fresh leads and expand their businesses through its extensive offerings. Whether you're an entrepreneur, salesperson, or marketer, our platform is designed to support you in achieving your sales and customer objectives every day. With access to unlimited sales leads and information on 14 million businesses and 200 million individuals, you can effectively manage your contacts with our user-friendly CRM. Visualize your prospects on a map and make calls or set appointments directly from your smartphone, with our app available in the Salesforce App Store for both Android and iPhone users. Infofree ensures you have the leads necessary for your success, making it effortless to locate the business or consumer prospects that align with your target market. Additionally, enhance your productivity by syncing your Google or Outlook accounts with the innovative CRM101® calendar integration for seamless organization.

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
Salesforce
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
Salesforce
iCloud

Pricing Details

$99 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

Infofree

Founded

2011

Country

United States

Website

www.infofree.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

B2B Data

B2B Contact Data
B2B Intent Data
B2B Leads Data
B2B Marketing Data
Business Ownership Data
Company Data
Employee Data
Firmographic Data
Job Posting Data
Salary Data
Technographic Data

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

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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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