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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Introducing a versatile and robust booking software solution for your enterprise, absolutely at no cost! This user-friendly tool features an advanced calendar that simplifies the process of booking and organizing appointments for your business. With an array of impressive functionalities, it ensures that managing your scheduling needs is as seamless as possible. Gain deeper insights into your clientele by keeping track of their detailed appointment histories, preferences, upcoming bookings, and contact information. Automatically remind your customers of their appointments through SMS and email notifications; simply activate the reminders feature and let the system handle the rest, eliminating the chances of missed appointments. The dynamic calendar not only makes it easy to plan and oversee your employees' schedules, but also provides them with convenient access to their timetables from anywhere, at any time. Empower your customers to take control of their bookings! By utilizing Plandok, you can establish a dedicated business page, enabling clients to reserve appointments effortlessly from their computers or smartphones whenever they choose, enhancing their overall experience with your services.

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

$20 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

Plandok

Founded

2017

Country

Lithuania

Website

www.plandok.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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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