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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

ZenBookr is an all-in-one business management solution tailored specifically for wellness professionals, integrating scheduling, client management, and payment processing into a single platform. Clients enjoy the convenience of booking appointments at any time through a personalized profile page, receiving instant notifications for each new booking. The platform's calendar allows for easy drag-and-drop rescheduling and offers customizable views for daily or weekly planning. With its integration with Stripe, ZenBookr facilitates secure payment processing, point-of-sale transactions, inventory oversight, and the ability to manage split payments seamlessly. The comprehensive client database keeps track of appointment history, individual preferences, notes, and loyalty rewards. Wellness professionals can build service catalogs and even sell products directly from the platform. Additionally, real-time analytics furnish users with valuable insights into revenue streams, appointment statistics, and overall team performance. Notable features include a review system, automated reminders sent via email and push notifications, and social media integration for booking through platforms like Instagram and Facebook. Designed for mobile optimization, ZenBookr functions flawlessly across iOS, Android, and web browsers, ensuring accessibility wherever users may be. This holistic approach to business management enables wellness professionals to streamline their operations effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Pricing Details

$26 per month
Free Trial
Free Version

Pricing Details

$5.99/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

ZenBookr

Website

zenbookr.app

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

Salon

Appointment Management
Booth Rental
Client Profiles
Employee Management
Inventory Management
Loyalty Program
Multi-Location
Payroll Management
Point of Sale (POS)
Recurring Appointments

Alternatives

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Holert

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