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Average Ratings 0 Ratings
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
Visibook stands out as a top-notch appointment scheduling software tailored for small business service providers with hectic schedules. Its user-friendly interface combines simplicity with robust functionality, making it the ideal tool for managing appointments, booking clients, and sending reminders. Among its essential features are options for setting up recurring appointments, processing payments, facilitating client scheduling, and enabling messaging and note-taking for clients. Additionally, it offers comprehensive appointment management, customer tracking, instructor scheduling, and a host of other features that streamline operations for busy professionals. With Visibook, users can optimize their time and enhance their customer service experience.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Google Cloud Platform
Microsoft Outlook
iCloud
Integrations
Google Calendar
Google Cloud Platform
Microsoft Outlook
iCloud
Pricing Details
$26 per month
Free Trial
Free Version
Pricing Details
Standard Plan - $6.99 per month
Plus Plan - $13.99 per month
Plus Plan - $13.99 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
Visibook
Country
United States
Website
visibook.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
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management