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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The foundation of a thriving business lies in its capacity to effectively manage client appointments. Our HIPAA-compliant tools simplify this process, allowing you to assign user access levels, color-code your range of services, and coordinate multiple office sites, staff members, and client contacts, all through a single user-friendly platform. With interactive appointment reminders linked to your calendar, you can confirm client appointments and receive any text message replies directly in your secure inbox. Additionally, clients can receive appointment confirmations on their phones the instant they are scheduled in the calendar. To maintain a full schedule, our automatic waitlist feature steps in whenever a cancellation occurs. Both new and returning clients benefit from the ease and privacy of online scheduling and communication, tailored to your specifications. The fully-automated intake process for new clients empowers them to establish their accounts independently, enhancing their experience from the very start. This seamless integration not only boosts efficiency but also fosters stronger client relationships.

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

$7.95 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

Jituzu

Founded

2007

Country

United States

Website

www.jituzu.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

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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