Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Needt is an all-in-one personal organization application that consolidates tasks, calendars, documents, habits, and project moodboards into a single workspace. Its intelligent AI assistant is capable of scheduling tasks around existing meetings and offers a revised agenda when changes occur, allowing users to review modifications before finalizing them; any adjustments made by the AI can be easily reverted if needed. Needt seamlessly integrates with various calendar services, including Google, Outlook, iCloud, and CalDAV, while also linking email accounts from Gmail, Outlook, and IMAP to transform messages into actionable tasks. Additionally, it can import pages and tasks from Notion and projects from Todoist, enhancing its versatility. For advanced users, a public API and MCP access are offered in the Pro and Lifetime subscription plans, while the Free plan allows for one calendar and 15 auto-scheduled tasks each month. The Pro subscription is available for $7 per month or $59 annually, and every new user is granted a complimentary 14-day trial of the Pro features without requiring a credit card. Notably, Needt operates directly in a web browser and can also be installed as a web app for convenient access. Users can benefit from its wide range of features that make personal planning more manageable and efficient.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Google Cloud Platform No 
Microsoft Outlook No 
Notion Yes 
Todoist Yes 
iCloud No 

Integrations

Gmail No 
Google Calendar No 
Google Cloud Platform Yes 
Microsoft Outlook Yes 
Notion No 
Todoist No 
iCloud Yes 

Pricing Details

$0
The Free plan costs $0 and includes one calendar and 15 auto-scheduled tasks per month. Pro costs $7/month or $59/year, billed annually. New accounts receive a 14-day Pro trial after email confirmation; no card is required. Lifetime costs $149 one time and includes Pro for as long as Needt operates. Prices are in USD; VAT or sales tax is added at checkout where applicable.
Free Trial Yes 
Free Version Yes 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Needt

Founded

2026

Country

Ukraine

Website

needt.app

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Allocatus Reviews

Allocatus

Holert

Alternatives

Allocatus Reviews

Allocatus

Holert