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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 clientβs 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.
Description
Everything begins with your very first client! Simply enter their name, phone number, email address, and other details, choose a profile picture if you wish, and click create! Our appointment management system allows you to effortlessly track all your appointments, both past and upcoming. You can check your daily appointments to see who you're meeting with and the purpose of their visit. You also have the option to attach notes, and we will automatically link the appointment to your client's profile. This platform serves as the central hub of tacrem. Client profiles enable you to access all previous appointments, projects, applications, and images related to each individual. You can upload new images for your clients, view the original application forms, schedule future appointments, or modify the status of an ongoing project! Additionally, our application system provides the flexibility to fully customize your application forms, allowing you to ask only the questions that are relevant to your needs. You have the choice to embed the application form directly on your website or simply share a link hosted by us in your Instagram bio to streamline the process! With these tools at your disposal, managing client interactions has never been easier.
API Access
Has API
API Access
Has API
Integrations
Google Cloud Platform
Microsoft Outlook
iCloud
Pricing Details
$26 per month
Free Trial
Free Version
Pricing Details
$29.99 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
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Vendor Details
Company Name
Tacrem
Country
Canada
Website
www.tacrem.com
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
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