Average Ratings 47 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

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

4Degrees
APIANT
AreTheyHappy
Aspida Mail
Congree
Engageware
FMI Works
Google Cloud Endpoints
JustCall
Mailbutler
Maptician
Offision
Raccoon AI
The Hub
UiPath
UrBackup
Warmy
Workativ
airfive
uRecruits

Integrations

4Degrees
APIANT
AreTheyHappy
Aspida Mail
Congree
Engageware
FMI Works
Google Cloud Endpoints
JustCall
Mailbutler
Maptician
Offision
Raccoon AI
The Hub
UiPath
UrBackup
Warmy
Workativ
airfive
uRecruits

Pricing Details

No price information available.
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

Microsoft

Founded

1975

Country

United States

Website

www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Email Management

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Remote Work

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

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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