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Description
Remindlo is an automated SMS reminder solution designed to enhance customer engagement and notify clients about upcoming appointments. By sending text reminders automatically as appointments draw near, it effectively minimizes the chances of missed bookings.
Users can conveniently add contacts via various methods, including uploading images of physical planners, entering details manually, importing CSV files, or integrating with existing calendars. The initial setup is made easier with pre-made message templates and customizable timing options.
In addition, the software connects seamlessly with platforms like Google Calendar, Outlook, and iCloud, ensuring that it fits into current scheduling practices. Remindlo also manages recurring campaigns, sends thank-you messages after appointments, requests reviews, and re-engages inactive clients. Furthermore, it offers email capabilities in addition to SMS reminders. With built-in analytics tools to monitor campaign success, the software also emphasizes GDPR compliance to safeguard user data. Moreover, its support for multiple currencies makes it an ideal choice for businesses operating on an international scale.
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
Integrations
Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Integrations
Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Pricing Details
free
Transparent pricing, no surprises
Free-forever plan with 10 SMS per month.
Paid plans start from £19.
We support GBP, EUR, USD, and many more currencies.
Free-forever plan with 10 SMS per month.
Paid plans start from £19.
We support GBP, EUR, USD, and many more currencies.
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
Remindlo
Founded
2014
Country
Poland
Website
www.remindlo.co.uk
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Product Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
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