Average Ratings 0 Ratings
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
Introducing an intelligent and adaptable online appointment scheduling solution tailored for your business needs. In light of the COVID-19 quarantine, you can now seamlessly offer video meetings with screen sharing capabilities! Effectively manage your visitor flow and event traffic through our online booking system. This service can be tailored from basic functionalities to fully customized options β take advantage of a risk-free 30-day trial today! Enjoy 24/7 access to online booking through your website, email, social media platforms, and Google search. The system also features automatic synchronization with various calendar applications like iCloud, Google, and Outlook. You can customize the management of services and staff according to your preferences, ensuring optimal customer management and implementing highly effective marketing strategies to boost your business. Don't miss the chance to enhance your appointment scheduling experience!
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Outlook
Yes
iCloud
Yes
Causal
No
Easyflow
No
Google Calendar
No
Google Cloud Platform
Yes
ProvenExpert.com
No
Stackreaction
No
Zoom Webinars
No
Integrations
Microsoft Outlook
Yes
iCloud
Yes
Causal
Yes
Easyflow
Yes
Google Calendar
Yes
Google Cloud Platform
No
ProvenExpert.com
Yes
Stackreaction
Yes
Zoom Webinars
Yes
Pricing Details
$26 per month
Free Trial
No
Free Version
No
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Vendor Details
Company Name
eTermin
Founded
2013
Country
Germany
Website
www.etermin.net/en
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
Appointment Reminder
Appointment Scheduling
Yes
Calendar Management
Yes
Call Reminders
No
Email Reminders
Yes
Online Booking
Yes
Payment Reminders
No
Recurring Appointments
Yes
Rescheduling
Yes
SMS Messaging
Yes
Two-Way Messaging
No
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
Yes
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
Yes
Employee Scheduling
Appointment Management
No
Automated Scheduling
Yes
Calendar Management
No
Employee Database
No
Group Scheduling
No
Messaging
Yes
Mobile Access
Yes
Payroll Management
No
Reporting/Analytics
Yes
Resource Management
Yes
Schedule Distribution
No
Scheduling
No
Shift Scheduling
No
Shift Swapping
No
Time Clock
No
Time Tracking
No
Vacation / Leave Tracking
No
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Class Scheduling
Yes
Employee Scheduling
Yes
Facility Scheduling
Yes
Group Scheduling
Yes
Interview Scheduling
No
Meeting Room Booking
Yes
Multi-Location
Yes
Online Scheduling
Yes
Payment Processing
Yes
Real-time Scheduling
Yes
Reservations
Yes
Resource Scheduling
Yes
Room Booking Management
Yes