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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

QueryCoach is an online platform tailored for independent coaches and small coaching enterprises, enabling them to create a professional presence with an AI-enhanced website and booking interface. Coaches can provide a range of services, including individual sessions, packages, and group offerings, while managing payments through Stripe and syncing their schedules with Google Calendar and Outlook. The program builder feature empowers coaches to design and deliver worksheets, tasks, and habit check-ins to clients between sessions seamlessly. Additionally, the client portal facilitates communication through messaging, intake forms, digital agreements, session notes, and tracking of progress. Quincy, the integrated AI assistant, supports coaches by generating offers, worksheets, landing pages, and check-in messages, as well as addressing schedule inquiries. With plans that accommodate unlimited active clients, coaches can efficiently manage and organize their services, sessions, and activities for multiple clients within a single workspace, enhancing their overall coaching experience. The platform ultimately provides a comprehensive suite of tools to streamline coaching practices and improve client engagement.

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 No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Outlook Yes 
Google Calendar Yes 
Google Cloud Platform No 
Stripe Yes 
Zoom Yes 
iCloud No 

Integrations

Microsoft Outlook Yes 
Google Calendar No 
Google Cloud Platform Yes 
Stripe No 
Zoom No 
iCloud Yes 

Pricing Details

$39/month
Plans start at $39/month. Every plan includes all features and unlimited active clients. Plans differ by monthly AI credit allowance and storage. A 30-day free trial is available without a credit card.
Free Trial Yes 
Free Version No 

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 Yes 
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 Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Query Coach

Founded

2025

Country

Australia

Website

querycoach.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Coaching

Appointment Scheduling No 
Billing & Invoicing No 
Business Coaching No 
Client Management No 
Goal Setting / Tracking No 
Life Coaching No 
Mentor/Coach Matching No 
Program Management No 
Progress Tracking No 
Sport Coaching 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 

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