Average Ratings 0 Ratings
Average Ratings 24 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 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
The best email client for Windows or macOS will boost your productivity and increase your email efficiency.
eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc.
eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more.
eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels.
You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Outlook
Yes
iCloud
Yes
Email Signature Rescue
No
Gmail
No
Google Cloud Platform
Yes
Google Workspace
No
IceWarp
No
Kerio Connect
No
MDaemon Email Server
No
Microsoft 365
No
Integrations
Microsoft Outlook
Yes
iCloud
Yes
Email Signature Rescue
Yes
Gmail
Yes
Google Cloud Platform
No
Google Workspace
Yes
IceWarp
Yes
Kerio Connect
Yes
MDaemon Email Server
Yes
Microsoft 365
Yes
Pricing Details
$26 per month
Free Trial
No
Free Version
No
Pricing Details
$59.95 one-time fee
Pro license unlocks the entire eM Client functionality including Notes, Mass Mail, instant translation of emails, Send Email Later, All Attachments view, Snooze Email, or Watch For Reply features.
Commercial use is allowed, as well as an unlimited number of email accounts (Free users are limited to 2 email accounts and non-commercial, personal use).
Additionally, it's possible to purchase Lifetime Upgrades for a $70 one-time fee and get all future major versions and updates of eM Client + 1 year of VIP support.
Commercial use is allowed, as well as an unlimited number of email accounts (Free users are limited to 2 email accounts and non-commercial, personal use).
Additionally, it's possible to purchase Lifetime Upgrades for a $70 one-time fee and get all future major versions and updates of eM Client + 1 year of VIP support.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Vendor Details
Company Name
eM Client
Founded
2006
Country
Czech Republic
Website
emclient.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Calendar
Calendar Sync
Yes
Collaboration Tools
No
Multi-Device Support
Yes
Reminders
Yes
Room Booking
No
Scheduling
No
Task Manaagement
Yes
Contact Management
Activity Management
Yes
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
No
Group Management
Yes
Interaction Tracking
No
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
No
Search / Filter
Yes
Segmentation
No
Shared Contacts
No
Social Media Integration
No
Email Management
Data Recovery
Yes
Email Archiving
Yes
Email Deletion
No
Email Discovery
No
Email Monitoring
Yes
Email Recall
No
Queue Manager
No
Response Management
Yes
Routing
No
Shared Inboxes
Yes
Signature Management
Yes
Spam Blocker
No
Whitelisting / Blacklisting
Yes
Productivity
Collaboration
Yes
Database Creation
No
Document Creation
No
File Sharing
No
Notes Management
No
Office Suite
No
Presentation Tools
No
Project Management
Yes
Task Management
Yes
Team Chat
Yes