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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 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
Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try.
Itβs fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps.
With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find.
One standout feature is βConvert toβ β right-click an email and instantly create a contact, task, or sales opportunity.
Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless.
Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
3CX
Google Cloud Platform
Microsoft 365
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Integrations
Microsoft Outlook
3CX
Google Cloud Platform
Microsoft 365
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
$26 per month
Free Trial
Free Version
Pricing Details
$20.00/month/user
monthly, yearly, or 3-yearly plans
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
eWay System
Founded
2008
Country
USA and Czech Republic/Europe
Website
www.eway-crm.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
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