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Average Ratings 0 Ratings

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ease
features
design
support

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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 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

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 – 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 

Screenshots View All

Screenshots View All

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 

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