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Average Ratings 0 Ratings
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
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