Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Google Cloud Platform
Google Sheets
Microsoft 365
Zapier

Integrations

Microsoft Outlook
iCloud
Acuity Scheduling
Apple Calendar
Calendar
Calendly
Chat Agents
Claude
Fastmail
Google Calendar
Google Cloud Platform
Google Sheets
Microsoft 365
Zapier

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 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

Alternatives

Alternatives

Allocatus Reviews

Allocatus

Holert