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Average Ratings 0 Ratings
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
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